WhatConverts
Browse Help Center
Browse Help Center
Related Integrations
Ad Platforms Google Analytics

Last update on July 21, 2022

Google Analytics
Ad Platforms Google Ads

Last update on June 7, 2023

Google Ads
CRMs Insightly

Last update on July 22, 2022

Insightly
Help Center Communication
How to Create a Call Flow with a Contingency (Backup) Number

1Log into the WhatConverts Profile you want to set up the Call Flow in. Click "Tracking" in the top menu. Select "Phone Calls" and click "Call Flows".

Where to find Call Flows in a WhatConverts Profile

Click "Add Call Flow".

2Give your Call Flow a Name, select "Incoming Call Flow". Choose the Call Flow that is best suited for your business.

In this example, we'll use "Basic Dial".

Click "Next Step".

3In the first Dial Step, click the "Edit" icon in the top left of the module. Give your module a Name that identifies the step, select how the calls will be connected by choosing one of the following:

  • Direct Call
  • Multi-Ring (to call multiple phone numbers at the same time)
  • Round Robin (to call numbers in a sequence).

Enter the "Destination Number" of your step. Under How long to wait for recipient to answer?, enter how many seconds you want your first destination number to ring before moving to the next Dial Step.

    Note: If your first Destination Number has a voicemail set up on their phone, make sure the wait time is shorter than the amount of time it takes to get to their voicemail.

4After your initial Dial Step, click "+" and click "Dial" to add an additional Dial Step.

Second Dial Step

5Click the "Edit" icon to edit the second dial step. Give your module a Name that identifies the step, select how the calls will be connected and enter the destination number(s) to call after your primary step.

Check the remainder of the phone number settings and click "Save Changes".

6Check the remainder of your Call Flow steps. Click "Finish".

7Apply your Call Flow to your tracking number(s). Select "Tracking" in the top menu, "Phone Calls" and "Phone Numbers". Click the "Edit Icon" at the end of the row to edit your tracking number(s).

Edit a phone number button

Under Where should we forward incoming calls?, select "Call Flow" and choose your new Call Flow from the drop down menu. Click "Finish".

If you have any questions, please contact us here: Contact WhatConverts Support or email support@whatconverts.com

With WhatConverts' Call Flow feature, you can set your incoming calls up to forward to additional phone numbers if there is no answer at your primary destination number.

1Log into your WhatConverts Dashboard, click "Profile", "Tracking", "Phone Calls" and "Call Flows". Create a new Call Flow by selecting "+ Add Incoming Call Flow" next to Incoming Call Flows at the top of the page.

2Create the Call Flow that is best suited for your business. In this example, we'll use "Basic Dial". In the first Dial Step, click the "Edit" icon in the top left of the module. Under Timeout, enter how many seconds you want your first destination number to ring before moving to the next call.

First Dial Step

3After your initial Dial Step, click "+" and click "Dial" to add an additional Dial Step.
Add a second dial step

4Give your second Dial Step a "Name" and enter your "Destination Number" to call after your primary step. Check the remainder of the phone number settings and click "Update".

Secondary Dial Step
5Check the remainder of your Call Flow steps. Scroll to the top of your Call Flow, give it a name and click "Save Call Flow".

6Apply your Call Flow to your tracking number by looking under your Profile, select "Tracking", "Phone Calls" and "Phone Numbers". Click the "Gear Icon" at the end of the row to edit your tracking number(s).

Edit your tracking numbers

Under Call Routing, select "Call Flow" and choose your new Call Flow from the drop down menu. Click "Update".

Get a FREE presentation of WhatConverts

One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.

Schedule a Demo
Related Integrations
Ad Platforms Google Analytics

Last update on July 21, 2022

Google Analytics
Ad Platforms Google Ads

Last update on June 7, 2023

Google Ads
CRMs Insightly

Last update on July 22, 2022

Insightly
ready to get marketing clarity?

Grow your business with WhatConverts

14 days free trial Easy setup Dedicated support
G2 Users Love Us Badge
G2 High Performer Badge
G2 High Performer Small Business Badge
G2 Momentum Leader Badge
G2 High Performer Europe Badge