Managing Marketing Sources with Website DNI

Accessing the Website DNI Page

To navigate to the Website DNI page: app.meetelise.com/settings/source-attribution

1. Log in to your EliseCRM account.

2. Go to the Settings menu.

3. Click on Website DNI.
   
   

What is Dynamic Number Insertion (DNI)?

Dynamic Number Insertion (DNI) is a powerful tool that assigns unique phone numbers to different marketing sources. This allows you to:

• Track Inbound Calls: Identify which marketing channels are generating phone inquiries.

• Measure Campaign Effectiveness: Analyze the performance of each source based on call volume and conversions.

• Optimize Marketing Spend: Allocate resources to the most effective channels.
  
  

Understanding the Website DNI Interface

The Website DNI page features a spreadsheet-style interface displaying key information for each marketing source:

• Source: the name of the marketing source.

• Active Status: Indicates if the source is currently active.

• Display Name: The name of the marketing source as it appears in EliseCRM.

• DNI Phone Number: The unique phone number assigned for tracking.

• Synced From: Shows whether the UTM Key is synced from your Property Management System (PMS) or Customer Relationship Management (CRM) system.

• UTM Key: The UTM parameter key associated with the source (e.g., utm_source).

  • The default UTM Key is “utm_source”

• UTM Value: The corresponding value for the UTM key (e.g., apartments.com).

• Recommended UTM Value: the UTM Value Elise recommends using as the “utm_source” for customers using EliseCRM as their CRM or PMS.

• Source Visibility: Indicates whether the source is displayed within source options in EliseCRM.
  
  

Managing Marketing Sources

Editing UTM Keys and Values

UTM parameters help you match inbound traffic to your active sources. To edit them:

1. Click on the UTM Key or UTM Value field you wish to modify.

2. Enter the new UTM key or value that aligns with your tracking strategy.

3. Press Enter or click outside the field to save changes.

Note: Editing these fields affects how future traffic is attributed but does not alter historical data.

Displaying or Removing Sources For Agent Created Prospectcs Within EliseCRM*

• To Display As An Option When Agents Create Guest Cards: Toggle the switch in the Display column to “On” (it should be purple). Enabled sources will display as an option when agents create guest cards manually.

• To Remove From Source Options: Toggle the switch to “Off” (it should be grey). The source will still track traffic with the corresponding UTM Value however it will not appear as an option for agents to select when creating guest cards.

Note: Toggling the source display within the DNI page will not change the source status within the PMS.

Adding or Deactivating Sources*

• To Add: Unless EliseCRM acts as your PMS, navigate to the PMS to add new sources.

• To Deactivate: Unless EliseCRM acts as your PMS, navigate to the PMS to deactivate sources.
  
  

Viewing Inactive Sources

• At the top of the page, click the checkbox on the Show Inactive Sources option to display sources that have been deactivated.

• This feature helps you audit past sources and reactivate them if necessary.
  
  

Syncing Sources from PMS or CRM

Note: this is not applicable if using EliseCRM as your CRM or PMS.

• Automatic Syncing: Sources are regularly synced from your connected PMS or CRM systems.

• Synced From Column: Check this column to see the origin of each source.

• Adding New Sources: Add them in your PMS or CRM, and they will appear in EliseCRM after the next sync cycle.

If a source does not appear as expected, consider the following:

• Confirm it has been added and is active in your PMS or CRM.

• Ensure it hasn’t been deactivated in EliseCRM.

• Contact support if issues persist.
  
  

Common Questions and Troubleshooting

Why isn’t my marketing source appearing on the list?

• Possible Reasons:

  • The source hasn’t been added to your PMS or CRM.

  • It’s inactive; try enabling Show Inactive Sources.

  • There may be a syncing delay or error.

• Solution:

  • Verify the source is correctly set up in your PMS or CRM.

  • Wait for the next sync cycle, 24 hours to be safe.

  • Contact support@meetelise.com support for assistance.
    
    

How often are sources synced from my PMS or CRM?

• Sync Frequency: Sources are typically synced every 24 hours.

• Manual Sync: Some systems allow for manual syncing. Check your integration settings.
  
  

Can I manually add a new marketing source in EliseCRM?

• Direct Addition Not Supported: To maintain data consistency, sources should be added through your PMS or CRM.

• Workaround: Add the source to your PMS or CRM, and it will sync with EliseCRM.
  
  

What happens when I edit a UTM key or value?

• Effect on Tracking: Changes will affect how future inbound traffic is matched to sources.

• Historical Data: Past data remains unaffected.
  
  

How do I assign or change a DNI phone number for a source?

• Assignment: DNI numbers are generated during onboarding and are fixed to a specific source. Additional numbers should be purchased for new numbers.
  
  

What if the DNI phone number is incorrect or missing?

• Source With No Vanity Number: vanity numbers may not generated for all sources as only publicly postable sources require numbers. If there is a source that is used for public marketing, it should either be created in the CRM/PMS or purchased on the Vanity Numbers page (if using Elise as your source of truth for vanity numbers)
  
  

Conclusion

The Website DNI page is a vital tool for optimizing your marketing efforts. By effectively managing your marketing sources and understanding how to utilize DNI and UTM parameters, you can gain valuable insights into your campaigns. This, in turn, helps you automate and enhance your leasing and resident operations with EliseCRM’s AI-driven solutions.

Need More Help?

Our support team is here to assist you with any questions or issues you may have. Contact us at support@meetelise.com.