Call tracking attribution¶

Tracking numbers tell you which advert made the phone ring. This workflow writes that answer onto the client, so your reports can show which campaigns produce customers and not just calls.

The Call tracking attribution workflow on the canvas: Tracked call, then Find the caller, then Known caller?, then Set lead source, then Log the call, then Create lead, then Call them back

Before you start¶

BaseCloud call tracking numbers, one per campaign
A lead source custom field on the client

The workflow¶

Step	Task	Type	What it does
1	Tracked call	Call Tracking Number	Starts when a call to a tracking number ends
2	Find the caller	Match to Client(s)	Finds the client by the caller’s number
3	Known caller?	If Statement	Takes one path for a known caller and the other for a new one
4	Set lead source	Edit a Client	Writes the campaign into the client’s lead source field
5	Log the call	Workflow Note	Logs the call for the client’s manager
6	Create lead	Create New client	Creates a client for a caller who is not on the system
7	Call them back	Workflow Note	Asks sales to call back and complete the details

About the variables

Values such as {{task_36661_…}} carry the number of the task they come from, so yours will differ. Do not type them: click into a field and pick the value from an earlier task.

1. Tracked call¶

Task: Call Tracking Number. Starts when a call to a tracking number ends.

This task has no settings to fill in.

2. Find the caller¶

Task: Match to Client(s). Finds the client by the caller’s number.

Field	Set it to
Action	`Match to Client`
Find the client by	Contact cell number = `{{task_36661_caller_number}}`

3. Known caller?¶

Task: If Statement. Takes one path for a known caller and the other for a new one.

Field	Set it to
Condition	`{{task_36662_client_matched}}` exactly matches `true`

4. Set lead source¶

Task: Edit a Client. Writes the campaign into the client’s lead source field.

The Edit a Client task named Set lead source, opened to its settings

Field	Set it to
Client	`{{task_36662_match_client_id}}`
Lead Source	`{{task_36661_tracking_source}}`

5. Log the call¶

Task: Workflow Note. Logs the call for the client’s manager.

Field	Set it to
Action	`Create Note`
Client ID	`{{task_36662_match_client_id}}`
Note Type	`Note`
Priority	`Low`
Due Date	`Now`
Tag Users	`{{task_36662_match_client_responsible_manager}}`

Message

Call from {{task_36661_tracking_source}}

Duration: {{task_36661_talk_duration}} seconds
Recording: {{task_36661_recording_url}}

6. Create lead¶

Task: Create New client. Creates a client for a caller who is not on the system.

Field	Set it to
Match Before Creating	Contact cell number = `{{task_36661_caller_number}}`
Client Status	`New Lead`
Responsible Manager	Wendy Darling
Client Name	`{{task_36661_caller_number}}`
Contact First Name	`Caller`
Contact Cell Number	`{{task_36661_caller_number}}`

7. Call them back¶

Task: Workflow Note. Asks sales to call back and complete the details.

Field	Set it to
Action	`Create Note`
Client ID	`{{task_36666_match_client_id}}`
Note Type	`Note`
Priority	`High`
Due Date	`Now`
Tag Users	Peter Pan