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    Help Center FAQ

    How to Track Calls from an Email


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    Legacy Dashboard

    Track Calls from a Number in the Email

    1>Log into your WhatConverts profile. Click "Tracking" in the top menu. Select "Calls", then "Phone Numbers".

    Where to find phone numbers in WhatConverts

    2Click "+ Add Phone Number". Select "Advanced Setup". Choose "Offline" and click "Next Step". Move the slider to "1". Choose the Country, Phone Number Type (Local or Toll Free) and Area Code and click "Find Numbers". Review the number and click "Next Step".

    Choose a single static number for tracking

    3Enter the Destination Number that you are forwarding your calls to and give your phone number a name that will identify calls as coming from an email or email campaign. Click "Next Step".

    The next few prompts will guide you through setting up these tracking numbers to ensure you have all the features that you're looking for. Toggle the settings on or off based on your preferences. Once you are satisfied with the settings you've chosen, click "Finish".

    4Use your new Tracking Number in the email campaign that is sent out.

    Track Calls and Leads from Users That Click through to a Website from an Email Campaign

    Important: Before setting up tracking to your site, make sure that you are tracking your incoming leads using an All Traffic Dynamic Number Pool and you have your WhatConverts Tracking Script installed on your website.

    1Create a URL to use in your email campaign with UTM parameters that you would like to track from your clicks. You can use a URL builder (such as the Google Analytics URL Builder) to create a URL using an identifiable Source, Medium, Campaign, Content and/or Keyword. This will identify that a user has come from your email campaign. Copy the generated URL.

      Note: WhatConverts can report on the UTM parameters for Source, Medium, Campaign, Content and Keyword.

    At the end of the generated URL, append &wc_clear=true. This will clear any previous attribution the user may have in their browser so you can track these new parameters.

    Example:

    https://www.YOURDOMAIN.com/?utm_source=LeadGen&utm_medium=Email&utm_campaign=March&utm_content=Week2&wc_clear=true

    Use this URL for any links in your Email Campaign.

    2Visit your site using the Email Campaign link created in Step 2. Submit a test lead (submit a form, place a call or start a chat).
    Log into the WhatConverts profile you've set up to track. Click "Leads" in the top menu. Under Lead Manager check for the newest lead to have the UTM parameters set up in the Email Campaign link.

    Email Campaign Form Lead Example

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

    When sending out an email campaign, you can track the leads that were generated from your campaign in two ways:

    1. Track when someone calls directly from the email piece
    2. Track when someone clicks through from your email onto your website and then calls, submits a form, starts a live chat or places an order.

    This document goes over how to set up tracking to capture leads in both ways.

    Track Calls from a Number in the Email Campaign

    1Go to your WhatConverts dashboard. Under Profile, select "Tracking". Then click "Phone Calls" then, "Phone Numbers".

    2Click "Add Phone Number". Select between Local and Toll Free and click "Add Number". In the prompt, give your phone number an easily recognizable name that identifies your Email Campaign, enter your Destination Number, choose your call options and select "No" for Dynamic Phone Number Insertion.

      Note: This tracking number will only be used outside of your website. Setting the number to "No" for dynamic phone number insertion allows you to track calls that come directly from the email.

    Click "Update".

    3Use your new Tracking Number in the email campaign that is sent out.

    Track Calls and Leads from Users who Click through to a Website from an Email Campaign

    Important: Before setting up tracking to your site, make sure that you are tracking your incoming leads using an All Traffic Dynamic Number Pool and you have your WhatConverts Tracking Script installed on your page.

    1Create a URL to use in your email campaign with UTM parameters that you would like to track from your clicks. You can use a URL builder (such as the Google Analytics URL Builder) to create a URL using an identifiable Source, Medium, Campaign, Content and/or Keyword. This will identify that a user has come from your email campaign. Copy the generated URL.

      Note: WhatConverts can report on the UTM parameters for Source, Medium, Campaign, Content and Keyword.

    At the end of the generated URL, append &wc_clear=true. This will clear any previous attribution the user may have in their browser so you can track these new parameters.

      Note: By default, WhatConverts utilizes first click attribution.

    Example:
    https://www.YOURDOMAIN.com/?utm_source=LeadGen&utm_medium=Email&utm_campaign=September&utm_content=Week2&wc_clear=true

    Use this URL for any links in your Email Campaign.

    2Look for incoming leads from your offline marketing in your WhatConverts Dashboard. You will see your UTM parameters populate as shown below in the Lead Details pop up.

    Email UTM parameters

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