Quick setup guide: basic Nimbata setup (Day 1)

Welcome to Nimbata 👋

This guide will walk you through the essential Day 1 setup.

If you hit a wall and need some guidance, our support team is always here to help.

If you're looking for the advanced setup guide, go here: https://help.nimbata.com/en/article/quick-setup-guide-advanced-nimbata-setup-day-2-1l2mrgl/

Step 1. Set up your tracking numbers

Go to Tracking > Numbers
Select the type of channel(s) you wish to track.
Select your preferred number type (Toll Free or Local & National).
Calculate the amount of numbers you need.
On the pop-up window, insert the number of peak visitors on your website.
Let the calculator generate the size of your tracking number pool.
Once your pool size is calculated, click on 'Use pool'.
Make sure the recommended tracking number pool is displayed next to 'Quantity'.
Fill out the rest of your number preferences and click on 'Finish'.

NOTE: It is better to use local call tracking numbers for local campaigns. Using local numbers can enhance the credibility and relevance of your business within a specific community or region.

Step 2. Set up your destination number(s)

Your destination number is the number where calls will be routed.

You can set one or multiple destinations.

Go to Tracking > Destinations.
Click on the '+ Add' button.

On the pop-up menu:

Select your target country.
Fill in the destination number and name.
Click on 'Add Destination'.

Step 3. Build and Assign your call flow(s)

The Call Flow Builder lets you define what happens when someone dials a tracking number.

To build your call flow

Go to Tracking > Call Flows.
Click '+ Create' to open the builder.
Give your flow a name and use the '+' icon to add actions.

To assign your call flow

Go back to Tracking > Numbers.
Click on the 'Select a call flow' field next to your flow.
Select the tracking numbers you want to follow this specific flow.
Your selection will be saved automatically.

Step 4. Enable the DNI script

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

To manage this:

Go to Tracking > Tracking Code.

1. Install the Script:

Option A: Manual Installation

Copy the script at the top of the page.
Paste it as the last item before the </body> of your page.
Do this on every page you want calls tracked from.

Option B: WordPress Plugin

Download the Nimbata WordPress plugin and activate it.
Enter your API key in the settings to enable DNI without coding.

Option C: Google Tag Manager

Create a Custom HTML tag in GTM
Paste your script
Set the trigger to 'All Pages'.

2. Configure Number Swapping

Under the Number Swapping menu, choose your Swap Type:

Phone Number: Matches and replaces the exact phone number text on your site.
Span Tag: Replaces numbers based on a specific CSS class.

3. Monitor Script Status

Use the Script Status section to see when the configuration was last updated and when the last visit was detected on your site.

Step 5. Check everything works before launch

1. Use the Website URL Checker

In the Tracking > Tracking Code menu:

Enter your website URL in the "Website URL" field and click 'Check'.

Nimbata will automatically verify if the script is active and working correctly.

2. Test your Routing

Call your tracking number from a separate phone to confirm it rings your destination number.

3. Review Activity

Check your Nimbata Activity > Calls log to see if your test call was captured.

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

Updated on: 20/03/2026

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