Pulse · Practical guide
1. Start with the source
Identify the campaign or page that brings the caller to your business. Decide what you need to learn from click-to-call and inbound activity. A click alone does not prove a connected call.
2. Choose the route
Use a defined destination for static routing. Where real-time bidding is appropriate, discuss buyer eligibility and selection rules. Decide what should happen if no destination is available.
3. Guide the caller
Use IVR where callers need to choose a department or explain their intent. Keep choices short and provide an appropriate fallback.
4. Review the result
Examine the source, destination and call outcome together. Agree how your team defines a useful call before comparing campaigns.