CallTrackingMetrics (CTM) Reporting

Frequently Asked Questions

• How do I connect my CallTrackingMetrics (CTM) account to Swydo?

  From your client page in Swydo, open the Data Sources tab and click New Data Source, then choose CallTrackingMetrics (CTM). For most platforms you’ll authorize via OAuth; a few (Klaviyo, CallRail, Call Tracking Metrics, ActiveCampaign) use an API key instead. Once authorized, pick the specific account, property, or page you want to report on. Each one becomes a data source you can drop into any report.

• Can I combine CallTrackingMetrics (CTM) data with other platforms in one report?

  Yes. Every Swydo report supports widgets and KPIs from multiple data sources side by side, so a single report can pull from CallTrackingMetrics (CTM), Google Ads, GA4, Meta, and more. For paid-media platforms you can also blend up to five sources inside a single widget — useful for cross-channel ROAS, total spend, or unified conversion tables. Custom blended widgets aren’t available for non-ad platforms, but reports themselves can mix anything.

• Is my CallTrackingMetrics (CTM) data secure in Swydo?

  Yes. Swydo connects via OAuth or scoped API keys, encrypts data in transit over HTTPS, and stores access tokens with role-based controls. Swydo is GDPR-compliant and acts as a data sub-processor under a standard DPA. You can revoke any connection at any time, and on account closure all data and credentials are deleted within 90 days. Full details live on Swydo’s privacy and data-storage pages.

• What does Swydo cost, and is there a free trial?

  Swydo offers a 14-day free trial with no credit card required. Pricing is based on the number of data sources, not on users (seats are unlimited) or report volume. The flat plan includes 10 data sources, with a per-source rate beyond that which decreases as you scale. Frequency of reporting doesn’t affect cost. Use the calculator at swydo.com/pricing for an exact quote.

• How do I get the CallTrackingMetrics (CTM) API credentials Swydo needs?

  In CallTrackingMetrics, go to Settings → Account Settings → API Integration → enable API Access, then copy the Access Key and click “Show Secret Key” to reveal and copy the Secret Key. Paste both into Swydo when adding the CTM data source. Important: for clients on sub-accounts, you must use each sub-account’s individual API credentials — main-account credentials won’t expose sub-account data.

• Can I report on CallTrackingMetrics (CTM) call attribution and conversion tracking?

  Yes. CTM’s attribution data — source, medium, campaign, keyword, landing page — flows into Swydo, letting you build a calls-by-source widget showing which channels drove attributed calls. Combine with channel spend to calculate cost per call by source. CTM’s conversion tracking (where calls are tagged as conversions) gives you call-level conversion-rate reporting too.

• How do I report on CallTrackingMetrics (CTM) form submissions and chat conversions?

  CTM exposes calls, form submissions, text messages, and chat conversations as separate conversion types in the API, all attributable to the same source dimensions. Build a unified Lead Volume widget combining all four, then layer in conversion-rate-per-channel calculations. For agencies with clients running multi-channel inbound — phone, web forms, SMS, chat — this is the most complete view CTM offers.

• Can I report on call quality and lead scoring in CallTrackingMetrics (CTM)?

  Yes. CTM’s call scoring (manual or AI-driven) and call tagging flow into Swydo as filterable dimensions. Build a quality section showing percentage of calls tagged as qualified, average call score, and breakdown by tag (e.g., new patient, existing customer, sales inquiry, support). Useful for clients where call volume alone misleads — what matters is the share of calls that are revenue-relevant.

• How do I combine CallTrackingMetrics (CTM) with paid ad platforms for full-funnel call reporting?

  Add CTM + Google Ads + Meta + GBP to your client, then build a full-funnel report: paid spend by channel, calls attributed by channel via CTM, qualified-call rate per channel, cost per qualified call. Particularly powerful for local-services and home-services agencies where the buying decision happens on a phone call rather than a web form.

• Can I report on multiple CallTrackingMetrics (CTM) sub-accounts in one report?

  Yes, but each sub-account requires its own API credentials connected as a separate data source. For multi-location or franchise clients, add each sub-account’s connection, then build a roll-up section showing calls and conversions across all locations, plus a per-location drill-down. Note that since each sub-account counts as a separate billable data source in Swydo, multi-location clients with many sub-accounts will scale your data-source count accordingly.

• How do I get started with Swydo?

  Sign up for a 14-day free trial or start a subscription. Then:

  • Add team members and set permissions.
  • Customize your account with your branding.
  • Add clients to organize and manage your reports.
  • Integrate CallTrackingMetrics (CTM), other data sources from 35+ platforms or upload your own via Google Sheets.
  • Create & share CallTrackingMetrics (CTM) reports using templates or custom widgets.
• Do I need technical skills to use Swydo?

  No, Swydo is designed to be user-friendly and self-service, so no technical skills are required to get started quickly. Our setup guides walk you through every step. If you need assistance, our support team is here to help.

• How can I connect my CallTrackingMetrics (CTM) account?

  For a quick overview on how to set up your CallTrackingMetrics (CTM) account, check out the integration tutorial on our help center.

• What happens if an integration is not available?
  • You can integrate any data with Swydo using Google Sheets integration. 

  • Manually upload your data or use tools like Zapier or Make to automate syncing from thousands of sources. 
  • This keeps your reports up to date with the metrics that matter most.
• Is my data secure with Swydo?

  Yes, Swydo implements  industry-standard measures to protect your information. This includes secure data storage, encryption, and compliance with privacy regulations. Learn more here.

• Do you offer Report Filters?

  Yes, Swydo offers several filter options to help you refine your data and focus on the most relevant insights. Some of the key filter types include:

  • CallTrackingMetrics (CTM) Metric Filters: Refine data based on specific metrics (e.g., impressions, clicks, conversions).
  • Date Filters: Filter CallTrackingMetrics (CTM) data by custom date ranges or specific time periods (e.g., weekly, monthly).
  • Dimension Filters: Apply filters based on CallTrackingMetrics (CTM) dimensions like campaign, ad group, or device.
  • Inclusion/Exclusion Filters: Specify which CallTrackingMetrics (CTM) data to include or exclude from your reports.
• Can I have multiple integrations in the same report?

  Yes, you can combine CallTrackingMetrics (CTM) data with multiple integrations into one comprehensive report. This allows you to:

  • Create sections with data from different platforms (e.g., Google Ads, Facebook Ads, Microsoft Ads).
  • Build a holistic view of your marketing performance in one place.

  Perfect for multi-channel campaigns and seamless reporting.

• Is my CallTrackingMetrics (CTM) data automatically updated in Swydo?
  • Yes! Swydo always displays the most recent data provided by the CallTrackingMetrics (CTM) API.
  • While data isn’t updated live in the background, it refreshes when you open a report or manually refresh the page.
  • This ensures you’re always seeing the latest available CallTrackingMetrics (CTM) data from your connected platforms.
• How does Swydo ensure my CallTrackingMetrics (CTM) data connections stay reliable?

  Swydo actively monitors your data sources to keep everything running smoothly. If there’s a disruption, such as a password change or account update, you’ll receive an alert in the app, and a detailed email with easy steps to resolve the issue.

   

• What happens after my trial ends?
  • You will need to upgrade to a paid plan to continue using Swydo.
  • Your reports and data remain available for 90 days, giving you time to transition.
• What payment options do you accept?

  We accept credit cards (Visa, Mastercard & American Express) and PayPal.

• Can I cancel my subscription anytime?
  • Yes, you can cancel at any time.
  • Since Swydo operates on a post-payment model, you’ll be billed for data sources used in the current cycle.
  • If you cancel today, you’ll still have access until the end of your billing period, but no further charges will apply.
  • Learn more here.
• Can I pause my subscription and reactivate it later?
  • Yes! For $10/month, you can pause your subscription while keeping your reports and data.
  • You can resume anytime you’re ready.
• What happens to my data if I cancel or stop using Swydo?
  • Your CallTrackingMetrics (CTM) reports and data stay available for 90 days after cancellation.
  • After 90 days, your account, data, and reports will be permanently deleted
• What type of support do you offer?
  • Our specialists are available 24/5 on weekdays and typically respond within 15 minutes.
  • You can reach us via the chat button on our website or in the Swydo app, or by email to support@swydo.com 
  • Visit our Help Center for documentation and FAQs.
• Do you offer any onboarding services?

  Yes! Our onboarding ensures a seamless start with:

  • Live demos with a specialist (book anytime).
  • Getting Started series with videos and articles.
  • Follow-up emails with tips and next steps.

  While Swydo is self-service, our support team is always available to help set up your first reports.