Getting started

CallsFlow Plus is a call tracking and routing platform for pay-per-call agencies and brokers. It tracks inbound calls, routes each call to your buyers by your rules (including real-time bidding, where your buyers bid on each call), and pings and posts leads to your lead buyers. You pay for usage from a prepaid credit balance.

You sign in at your own address, <your-slug>.callsflowplus.com. Every sign-in asks for a one-time code (see Two-factor and security).

The pieces

• Campaigns define what you sell: calls or leads. See Campaigns.
• Buyers are the companies that pay you. Each buyer has one or more Targets (where calls go) or Lead buyers (where leads go).
• Publishers are the traffic partners who send you calls or leads. Each publisher has sources, which you attach to campaigns with payout terms.
• Numbers are tracking phone numbers tied to a campaign and a source.
• Credits pay for usage. Check the Credits page first.

First steps for a call campaign

1. Open Credits and add credit with Top up. With no balance, calls and pings are refused. See Topping up and zero balance.
2. Open Buyers and click New buyer.
3. Open Targets and click New target for that buyer. See RTB targets or Static targets.
4. Open Publishers, click New publisher, then add a source with Add source.
5. Open Campaigns, click New campaign, and set its status to active when you are ready.
6. On the campaign page, add your targets to the Ping tree and click Save tree. See Routing and the ping tree.
7. On the same page, click Attach source to set the publisher's payout. See Publishers and sources.
8. Buy a tracking number for the campaign. See Tracking numbers.

First steps for a leads campaign

Create a campaign with type Leads (ping / post), then follow Lead buyers and Lead test console.

Where to look afterwards

The Dashboard shows calls today, revenue, payout and margin, a 24-hour ping funnel and recent activity. Calls lists every call. See Calls log.