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
    Text Messaging Sakari SMS

    Last update on June 19, 2020

    Sakari SMS
    Reporting Octoboard

    Last update on April 16, 2020

    Octoboard
    Reporting TapClicks Reporting Software

    Last update on February 25, 2021

    TapClicks Reporting Software
    Help Center Getting Started

    Step By Step Setup Guide


    1Sign Up by entering your email address, password and credit card information to embark on your 14-day free trial.

    2Add at least four phone numbers to track All Traffic by choosing between "Local Numbers" and "Toll-Free Numbers". For this example, we are going to use a Local Number, click on that link and it will display a Country drop down and Area Code text box. We will use United States as the country and 704 as the area code.

    Add a Local Phone Number

      Note: If you have closed the Quick Setup Tutorial, you can also add new phone numbers by clicking on "Profile", "Tracking", "Phone Calls" and "Phone Numbers" then clicking "+ Add Phone Number" at the top of the page.

    3Click "Search" and a list of available numbers are returned along with their city and state. Once you decide which numbers you would like to use click "Buy Selected Numbers". These numbers are now set to your profile.

    Quick Start: Add Tracking Numbers

    4Assign a Name and choose to direct your calls to a Destination Number. The Name can be anything you wish to name the numbers, but a good rule of thumb is to keep it relevant to the traffic source. In this case, we will name the numbers Dynamic Website Number as we are going to track all of the traffic coming to our site.

    The Destination Number is typically your main business number, or the number you want your newly acquired tracking number to forward the call to when connected.

    Choose whether you would like to see the Caller's Number or Tracking Number for the Caller ID, turn on Call Recording, set up a Call Greeting and/or Call Whisper..

    Phone Number Setup

    5Select "Yes" for Dynamic Phone Number Insertion. Select the radio button for Dynamic Number Pool and select "All Traffic" to assign your numbers into the Dynamic Number Pool that was automatically created for you with your WhatConverts account.

    Dynamic Number Pool for All Traffic

    Review the phone number settings and click "Update".

    6Check your Swap Number in your All Traffic Dynamic Number Pool to ensure it is the phone number on your site that is currently hard-coded (or static) on your site.

    Swap number check

    If there is no Swap Number or it is incorrect, click the "gear icon" at the far right of the All Traffic pool. Type in the correct Swap Number with no punctuation and click "Update".

      Note: This step can be found in your WhatConverts account by clicking "Tracking", "Phone Calls" and "Phone Numbers".

    7To add a Web Form for tracking within the WhatConverts dashboard, go to "Tracking", "Web Forms" on the left side menu. Click the "+ Add Web Form" button which will bring up the following pop up:

    Add a Web Form

    Enter the URL address where the form you want to track is located. In this example, we will use the Industry Tap contact page. Click "Go".

    Our form finder will identify the forms available, as you can see in the image below.

      Note: We will also find Search Bar forms and Email Subscribe forms on the page. Add only the forms you want to track.

    We recommend adding a Contact or Lead/Quote Request forms. The Form ID highlighted in blue is the form we want to add. Click the "Add" button.

    Find and Add a Web form

    You should see the message "Web Form Added Successfully" after clicking the "Add" button. It is also now located in your Web Forms Tracking section of the dashboard.

    New Web Form Added

    8Add the WhatConverts Tracking Code to your site by copy and pasting the tracking code into every page of your website. For detailed instructions on installing your WhatConverts Tracking Code, please see: Adding WhatConverts Script to your Site.

    9Test your Web Form Tracking by filling in the form on your website and submitting. The default "No lead found" screen on your WhatConverts dashboard will disappear and you'll see the form submission listed on your dashboard.

    Web Form Lead

    10Test your tracking number by visiting your website by appending the following parameters to your URL (this simulates a Google Ads click):

      ?gclid=test&wc_clear=true
      Ex: https://www.whatconverts.com/?gclid=test&wc_clear=true

    Place a call to the tracking number you see on your site. After you hang up, refresh your WhatConverts dashboard to view your new phone call and all of the data associated with it.

    Confirm within the WhatConverts dashboard that the call registered as a lead by refreshing the browser. You will see the following show up showing the source as a phone call with a phone icon as the type.

    Web Form and Call Leads

      Note: To view your Lead Details, click the "Eye Icon" to the left of your lead.

    If all steps have gone smoothly, then congrats! Your WhatConverts profile is ready to roll.

    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
    Add Marketing Data to Chat
    Lead Tracking Add Marketing Data to Chat

    WhatConverts reports web chats as a conversion action, revealing which marketing drives chats.

    Call Tracking Triggers
    Lead Tracking Call Tracking Triggers

    Choose which calls to track based on which marketing source the caller is coming from.

    Append Marketing Data to Orders (WordPress)
    Lead Tracking Append Marketing Data to Orders (WordPress)

    See which marketing source, campaign or keyword is responsible for online orders.

    Append Marketing Data (WordPress)
    Lead Tracking Append Marketing Data (WordPress)

    Get email notifications for form submissions and online orders, with marketing data attached.

    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
      Marketing Automation SharpSpring Marketing Automation

      Last update on May 21, 2021

      SharpSpring Marketing Automation
      Text Messaging SimpleTexting

      Last update on November 24, 2020

      SimpleTexting
      Reporting TapClicks Reporting Software

      Last update on February 25, 2021

      TapClicks Reporting Software
      ready to get marketing clarity?

      Grow your business with WhatConverts

      14 days free trial Easy setup Dedicated support