Phone System Configuration

In general, LeadEngage works with any phone system. We utilize a technique called "Dynamic Number Insertion" (DNI) to swap phone numbers on your website based on visitor attributes. This allows you to track calls and attribute them to specific marketing campaigns or sources.

This requires no configuration on your phone system, as all call routing and tracking is handled by LeadEngage before the call reaches your business number.

Important Note: This configuration is simple and effective for most businesses. However, if you would like to capture all inbound calls to your business number (including those not initiated from a tracking phone number), additional setup may be required as described in the "Main Phone Number Tracking" section below.

Inbound Calls

Website Phone Numbers

When a visitor is on your website and sees a phone number, LeadEngage dynamically swaps that number with a tracking number based on the visitor matching attributes. When the visitor calls that number, the call is routed through our system, allowing us to capture call data before forwarding the call to your actual business number.

In the event that the visitor does not match any attributes for swapping, your default office number is used.

Offline Phone Numbers

In some cases, you may want to track calls made to your business number that were not initiated from your website (e.g., print ads, referrals). LeadEngage can provide tracking numbers for offline campaigns as well. These numbers can be set up to route through our system similarly to web-based numbers.

After we provision a phone number for you, you may use that in your offline marketing materials. Calls to that number will be tracked and forwarded to your business number.

Main Phone Number Tracking

Some businesses want to gain insights into all inbound calls to their main business number, regardless of the source. To achieve this, you may need to configure your phone system to forward calls to LeadEngage first. This typically involves setting up call forwarding or configuring your phone system to forward all calls to a LeadEngage-provided number. LeadEngage then captures the call data before forwarding it back to your office number.

Requirements:

• A main office phone number (Example: 555-555-5000)
• A second office phone number (Example: 555-555-1111)

Call Flow:

• A call rings on your main office number (555-555-5000).
• Your phone system forwards the call to LeadEngage's tracking number.
• LeadEngage captures the call data.
• LeadEngage forwards the call to your second office number (555-555-1111).

Note: This setup may require additional configuration on your phone system and may incur extra costs depending on your phone service provider. Please contact LeadEngage support for assistance with this configuration.