Welcome to Nimbata 👋

Whether you’re a solo marketer or a data-driven team, every Nimbata user starts here. This guide will walk you through the essential Day 1 setup so you can begin capturing call data, routing conversations, and driving better marketing results from the very beginning.

Call tracking & Nimbata

Call tracking helps you monitor, analyze, and attribute phone calls back to the marketing campaigns that drove them.

Nimbata does this by assigning unique tracking numbers across your channels. Think Google Ads, your website, Facebook Call Ads, or even print. When a lead calls one of those numbers, Nimbata captures:

• The caller’s number and location
• Source/channel (e.g. Organic, PPC, Referral)
• The landing page and keywords
• Call duration and frequency
• Call recordings, transcripts, and summaries

This gives you an overview of how marketing drives phone conversations, and which ones result in revenue.

Call tracking methods

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

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

1. Channel-based call tracking

Track phone calls per source using number swapping.

Assign 1 number per source (e.g. Organic, Paid Search, Social Media) and place the Dynamic Number Insertion (DNI) script to your website to dynamically display them based on the referral channel.

2. Visitor-based call tracking

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.

To calculate the proper size of your number pool, either:

1. Go to Tracking > Numbers and click on 'check pool' to use the Nimbata Pool estimator.

2. Or calculate your pool manually using hourly visitors and average session duration from GA4:

Step 1: Set up your tracking numbers

1. Go to Tracking > Numbers and select the channel type of channel(s) you wish to track:

2. Select your preferred number type (Toll Free or Local & National) and calculate the amount of numbers you need.

3. On the pop-up window, insert the number of peak visitors on your website and let the calculator generate the size of your tracking number pool. Click on 'Use pool'.

4. Make sure the recommended tracking number pool is displayed next to 'Quantity'. Then, fill out the rest of your number preferences and click on 'Finish'.

1. Google Ads Call Extension: Assign a unique tracking number to measure the impact of calls generated from Google Ads.
2. Website: Place a strategic tracking number on your website to capture every call, enhance user experience, and drive more conversions.
3. Calls Ads on Facebook: Assign distinct tracking numbers to each platform to uncover call volume, tailor content, and engage your audience for profitable results.
4. Print Media: Boost your direct mail campaigns by utilizing a dedicated tracking number. Measure response rates, fine-tune messaging, and increase your bottom line.
5. Local directories, Google My Business, and Social Profiles: Ensure accurate tracking by assigning a tracking number to each directory listing.

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: Set your destination number(s)

Your destination number is the number where calls will be routed, usually your business line. You can set one or multiple destinations.

1. Go to Tracking > Destinations.

2. Click on the '+ Add' button. On the pop-up menu, select your target country, fill in the destination number and name, and click on 'Add Destination'.

Note: Some countries may require documentation to activate local tracking numbers. Reach out to support if you’re unsure.

Step 3: Build your call flow(s)

Go to Tracking > Call Flows. The Call Flow Builder lets you define what happens when someone dials a tracking number. Add filters and criteria to do things like:

• Play greeting messages
• Record calls or play whispers
• Route by schedule, caller location, or keypad input
• Create conditional flows for lead routing

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

Then, check out:

Step 4: Enable DNI

Dynamic Number Insertion (DNI) is key to matching calls with online sessions.

To activate DNI, either:

• Go to Tracking > Tracking Code. Copy and paste the Nimbata tracking script as the last item before the </body> of every page you want calls tracked from.

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

Step 5: Connect your tools (CRMs, Ads platforms, messaging, email etc.)

Go to Integrations > Manage to view our list of integrations and connect Nimbata to the tools you already use. Click on the tool you wish to integrate and follow the setup instructions.

Google Ads: https://help.nimbata.com/en/article/google-ads-16qe443/

Google Analytics 4: https://help.nimbata.com/en/article/google-analytics-4-1l4tjvt/

Email notifications: https://help.nimbata.com/en/article/how-to-enable-and-configure-email-notifications-1tlmrc4/

Facebook Ads: https://help.nimbata.com/en/article/facebook-16g1ozm/

Google Sheets: https://help.nimbata.com/en/article/google-sheets-z5ts2k/

HubSpot: https://help.nimbata.com/en/article/hubspot-141ly5s/

Microsoft Ads: https://help.nimbata.com/en/article/microsoft-ads-1fo6h44/

Pipedrive: https://help.nimbata.com/en/article/pipedrive-2q1avy/

Slack: https://help.nimbata.com/en/article/slack-17erdkw/

Webhook: https://help.nimbata.com/en/article/webhook-1q5tw0i/

Zapier: https://help.nimbata.com/en/article/zapier-6nylv9/

Zoho: https://help.nimbata.com/en/article/zoho-znzh17/

Step 6: Create and activate your workflows (previously: automations)

Go to > Workflows.

Use the Workflow Builder to set rules like:

Step 7: Analyze and optimize

Once your calls are flowing, it’s time to measure what’s working. Go to Analytics > Dashboard and use Nimbata's reports to:

• View which channels deliver the most valuable calls
• Analyze call intent and sentiment
• Track revenue impact by keyword, ad, or campaign
• Create clean dashboards to share performance

Step 8: Check everything works before launch

✅ Test your call flows and DNI script.

✅ Call your tracking numbers to confirm routing.

✅ Review your reports for data flow.

✅ Send a test call to your CRM or Ads platform.

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

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

Updated on: 23/07/2025