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    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 [email protected]

    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".

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    Whatconverts Features for your Business
    Call Flows - Simultaneous Dialing
    Lead Tracking Call Flows - Multi-Ring (Simultaneous) Dialing

    Route calls to multiple destination numbers at once using multi-ring functionality.

    Call Flows - Scheduled Hours and Holiday Routing
    Lead Tracking Call Flows - Scheduled Hours and Holiday Routing

    Reroute calls that occur outside your active business times.

    Call Flows - Geographic Call Routing
    Lead Tracking Call Flows - Geographic Call Routing

    All incoming calls will be directed to the business location closest to the caller.

    Call Flows - Custom IVR Menu
    Lead Tracking Call Flows - Custom IVR Menu

    Your callers will hear a menu of options to direct their call to the proper connection.

    Join 20,000+ other marketers and start getting marketing clarity

    Subscribe to our newsletter and get proven marketing strategies for growing your business.

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