Articles on: Getting Started

Day 1 with Nimbata: Getting Started

Welcome to Nimbata πŸ‘‹



Every Nimbata user from the smallest one to the biggest, has been in your position. But, don't worry about how to get started, we've created this guide to to help you start strong from day 1 with Nimbata. Should you have any questions, don't hesitate to leave a chat message for our support team.


Call tracking & Nimbata



Call tracking enables you to monitor and record inbound phone calls. In essence, it's a tool that allows you to see how callers discovered your business. It works by placing unique tracking phone numbers on various marketing channels, websites, emails, etc. Call Tracking Phone Numbers or simply call tracking numbers, are numbers used by businesses and marketers to track and measure the effectiveness of their advertising and marketing campaigns. These numbers are displayed on your website instead of your regular business number, to track your visitor's behavior and attribution.

When a call is placed by a caller using a call tracking number, Nimbata captures valuable data such as the caller’s phone number, the time of the call, the duration of the call, how many times the caller called, the location of the caller, the call page, etc.

Nimbata provides a comprehensive platform that empowers businesses to gain detailed insights into their inbound calls. With Nimbata you can track call sources, analyze caller behavior, record and transcribe calls, generate summaries, build call flows and automations that enhance caller experience, lead scoring, and data sharing, and optimize your marketing strategies for better ROI.

Types of Call Tracking



There are plenty of call tracking methods, that depend on which channels you wish to track and in which depth.

Types of Call TrackingUse case
Offline SourcesRunning a radio ad that prompts listeners to call the tracking number
Online Sources – Static TrackingCount the number of calls a static medium drives for example Call Extension or GMB listing
Online Sources – Number SwappingCount the number of calls made from a specific channel
Visitor Tracking – Number poolsTrack visitor journey before, during, and after the call from every channel and medium

For offline sources and Online Sources using Static Tracking, the process is very straightforward just place your tracking number at the respective field.

Channel based vs Visitor based Call tracking



Track Phone Calls per Source using Number Swapping



With number swapping, visitors see a different number depending on which channel or campaign drove the lead. This method can give you a detailed breakdown per source. You will need 1 tracking number per channel (Direct, Organic, PPC, Newsletters, Referrers, Social Media, etc.) To set it up, acquire one tracking number per channel, and then place the DNI script to your site.

Track Every Phone Call and get detailed visitor-level data



Let's introduce the concept of "pools." A pool represents a collection of tracking numbers that are readily available to be assigned to your website visitors. This allocation ensures that each visitor is presented with a unique tracking number. By implementing this approach, we unlock a wealth of visitor data, including the landing page, UTM sources, campaign details, keywords, and click IDs. These insights are then captured and reported in Nimbata, accessible through Call Activity Views.

Before you go and start generating tracking numbers, it's important to understand number pools.

A call tracking pool is a collection of unique phone numbers used to track and measure marketing campaigns and user sessions. Dynamic number insertion (DNI) ensures data accuracy by assigning different numbers to each visitor. Every visitor will see unique numbers, preventing data misattribtution.

To calculate the proper size of your number pool you can:

Use hourly visitors and average session duration from GA4 to calculate with the formula:
[HOURLY VISITORS / (60 / average session duration)] * 1.3

Or even better, use the Nimbata Pool estimator. It's accurate and ideal for those seeking a quick and automated solution.



Step 1: Tracking numbers pool & generation



Now that you know how many numbers you need, it's time to generate them.

Doing that is very easy. You only need to follow the steps presented to you when you begin the process.

As you can see below, there's only two of them.


In the second one, you can also check the amount of numbers you need.

Types of Call TrackingExample amount of numbers needed
Offline1 per source (eg, 1 for radio, 1 for TV, 1 for billboards)
Online Sources – Static Tracking1 per source (eg, 1 for Google Ads extensions, 1 for Online listings, 1 for each landing page, 1 for your Google My Business profile)
Online Sources – Number Swapping1 per source (eg, 1 for organic content, 1 for PPC campaigns, 1 for newsletters, 1 for each social media account)
Visitor Tracking – All sourcesCalculate pool and use the total recommended numbers
Visitor Tracking – Specific sourcesCalculate pool and use the total recommended numbers for the channel you want to track
πŸ’‘For local-based campaigns is always better to use local call tracking numbers. Using local numbers can enhance the credibility and relevance of your business within a specific community or region. Consumers are more likely to trust and engage with a business that appears to have a local presence.

Channels you can place your Call Tracking Numbers


Google Ads Call Extension: Assign a unique tracking number to measure the impact of calls generated from Google Ads. Optimize your ads, boost returns, and dominate the competition.

Website: Place a strategic tracking number on your website to capture every call, enhance user experience, and drive more conversions.

Calls Ads on Facebook: Assign distinct tracking numbers to each platform to uncover call volume, tailor content, and engage your audience for profitable results.

Print Media: Boost your direct mail campaigns by utilizing a dedicated tracking number. Measure response rates, fine-tune messaging, and increase your bottom line.

Local directories, Google My Business, Social Profiles: Ensure accurate tracking by assigning a tracking number to each directory listing. Monitor the effectiveness of your online presence and drive more leads.

To learn more about tracking numbers check out:

Getting started with Call Tracking Numbers
How many tracking numbers do I need?
How to calculate the size of your call tracking number pool


Step 2: Choose your destination number



A destination number is the number where all calls placed on tracking numbers will be rerouted to,

You can add as many destination numbers as you want. Keep in mind that for certain countries, you might be required to present different documents, in accordance with local laws.



If you have any trouble setting up your destination number, don't hesitate to shoot us a message!

Step 3: Build your Call Flow



A call flow establishes the connection between your tracking numbers and your destination (a.k.a. business) number. But with the call flow builder you can do more. The Call Flow builder is a canvas for you to create the entire call flow in one view. Create greeting messages, add call add-ons such as recordings and whispers, choose call routing method, create conditions with filters and keypad entry with ease, then connect them together with path arrows.



To learn more about connecting tracking numbers with your business number check out:

Using the Call Flow Builder: Overview and How to Set up Guide
Assign Call Flow to Tracking Numbers

Step 4: Set up DNI



Dynamic Number Insertion (DNI) is a technology used in call tracking to display unique phone numbers to each visitor or marketing source dynamically. This ensures that businesses can accurately track the origin of inbound calls and attribute them to specific campaigns, channels, or user sessions.

To use it, you either have to copy the tracking code from Nimbata and place it on your website.



Or you can download the Nimbata Call Tracking WordPress plugin and activate DNI without any coding necessary.




To learn more about DNI check out:

Getting Started with Dynamic Number Insertion (DNI)
Activate via Wordpress
Activate via Google Tag Manager
DNI with Swap Groups

πŸŽ‰ That's it. Always remember to place test calls to ensure that everything works fine!


➑️ You need more? Nimbata offers a variety of native integrations with CRM, Marketing, Reporting, and Productivity integrations. Check out our integration here.

Updated on: 28/11/2024

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