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".
Click the "+ Add Call Flow" button.
2Give your Call Flow a name, select "Incoming Call Flow" and "Simple Menu' as the Template. Click "Next Step".
Note: Please be aware that call recording laws are applied at state, federal and county level. Please refer to the laws and regulations of your jurisdiction. You may need to apply a message that states the call is being recorded.
When you have made all of the edits to your Call Flow, click "Finish".
3Apply 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).
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 WhatConverts Support or email support@whatconverts.com
WhatConverts now allows you to set up a call flow to grab more data from your incoming phone calls. A Call Flow can help you manage how calls are routed for business hours, location of the caller, intentions of the caller (sales or support for example) and more.
A Simple Menu Call Flow will route your calls to a specific department or person within your, or your clients', organization. WhatConverts records and reports on the menu options selected.
1Log in to your WhatConverts Dashboard. Under Profile, select "Tracking", "Phone Calls". When the Phone Calls drop down opens, select "Call Flows".
2At the top of the page, select "+ Add Incoming Call Flow" at the top of the page.
3Select "Simple Menu" to set up a Simple Menu with editable options to route your calls to different destination numbers.
4Scroll to the top of your Simple Menu Call Flow, "name" your call flow and click "Save Call Flow".
5Apply 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).
Under Call Routing, select "Call Flow" and choose your new Call Flow from the drop down menu. Click "Update".
One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.
Schedule a DemoAutomatically track marketing to a phone call with Dynamic Number Insertion (DNI).
Read details from your calls without the need to listen to the entire call recording.
Reroute calls that occur outside your active business times.
Purchase numbers to use with your call tracking conversion software.