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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):


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.

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