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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.

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Whatconverts Features for your Business
Search for Leads by Phone Number
Lead Management Search for Leads by Phone Number

Find specific leads in seconds. Search by phone number or area code and identify contact information.

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 - 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 - Post Call Qualification
Lead Tracking Call Flows - Post Call Qualification

Allow your people to qualify incoming calls as leads as soon as the call ends.

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 March 25, 2020

Salesforce
CRMs Zoho CRM

Last update on March 25, 2020

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Ad Platforms Google Analytics

Last update on March 25, 2020

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