Schedule Demo
Browse Help Center
Browse Help Center
Join 20,000+ other marketers and start getting marketing clarity

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

    Related Integrations
    CRMs Salesforce

    Last update on August 26, 2021

    Salesforce
    CRMs Zoho CRM

    Last update on March 25, 2020

    Zoho CRM
    Ad Platforms Google Analytics

    Last update on April 6, 2021

    Google Analytics
    Help Center Communication

    Setting up a Post Call Flow


    Post Call Flows equip your sales team members with the ability to quickly qualify and gather feedback from an incoming call as soon as the call ends with just the push of a few buttons.

    You can apply a Post Call Flow to any Dial Step of an incoming call flow.

    1Log in to your WhatConverts Dashboard. Under Profile, select "Tracking", "Phone Calls". When the Phone Calls drop down opens, select "Call Flows".

    Call Flows Selection for Call Routing

    2At the top of the page, select "+ Add Post-Call Flow" located in the middle of the page.
    3After the Caller Hangs Up step, click "+" to add a new Action Step. Select one of the following to gather data from the call:

    • "Menu" - A menu step directs your call recipient into a menu of options.
    • "Message" - A message step plays a message you would like the call recipient to hear.
    • "Schedule" - A schedule step can schedule different post call flow options for specific times or days.
    • "Lead Data" - The lead data step prompts your call recipient to enter Quote or Sales Value information in their post call flow.

    Once you have set the steps you would like to use, scroll to the top of your Post-Call Flow, give it a name and click "Save Call Flow".
    4To apply the Post-Call Flow to your incoming call flow actions, click the "gear icon" next to the Incoming Call Flow that you would like to apply your Post-Call Flow to. In your Dial module(s), click the "Edit" icon in the top left of the module. Under Post-Call Flow, select "Yes" and select the Post-Call Flow you would like to use from the drop-down menu. Click "Update".

    Post Call Flow

    Repeat this step for each Dial module in your Incoming Call Flow you would like to apply the Post-Call Flow to.

    Was this page helpful?
    👍Yes
    👎No
    Request a Live Demo
    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.

    Request a Live Demo
    Whatconverts Features for your Business
    Call Greeting
    Lead Tracking Call Greeting

    Create an automated greeting to be played when someone calls your tracking number.

    Call Whisper
    Lead Tracking Call Whisper

    Give your salespeople lead tracking info before they even talk to the customer.

    Call Transcription
    Lead Tracking Call Transcription

    Read details from your calls without the need to listen to the entire call recording.

    Port Your Numbers
    Lead Tracking Port Your Numbers

    Don't worry about losing your phone numbers; Port current phone numbers at no charge.

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

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

      Related Integrations
      CRMs Salesforce

      Last update on August 26, 2021

      Salesforce
      CRMs Zoho CRM

      Last update on March 25, 2020

      Zoho CRM
      Ad Platforms Google Analytics

      Last update on April 6, 2021

      Google Analytics
      ready to get marketing clarity?

      Grow your business with WhatConverts

      14 days free trial Easy setup Dedicated support