🚀Campaigns
What are Campaigns?
Campaigns help you track conversions from different marketing sources. Ring Tonic offers two types of campaigns to suit different marketing needs:
Website Tracker: Tracks website visitors with form attribution and phone calls. Automatically swaps phone numbers and/or injects attribution data into forms based on visitor source. Perfect for tracking which online channels (organic search, paid ads, social media) drive conversions.
Static: Uses one or more dedicated tracking numbers. Ideal for offline marketing like billboards, print ads, radio spots, or regional advertising campaigns. If your fixed number also sits on a website, you can add Form Tracking to capture that site's form leads too.
When to Use Website Tracker vs Static
Use Website Tracker when:
You want to track website visitors from different sources (Google Ads, Facebook Ads, organic search)
You need to know which online marketing channel drove each call or form submission
You want automatic phone number swapping based on visitor source
You want to capture marketing attribution data (GCLID, UTM params) in your website forms
Use Static Campaigns when:
You're running offline marketing (billboards, flyers, radio ads, TV commercials)
You need one or more dedicated numbers for a specific campaign
You want to track regional campaigns with different local numbers under one campaign
You're tracking calls from a dedicated source that doesn't change (like a newsletter or email signature)
You display a single fixed number on a website and want to capture that site's form leads, without phone-number swapping
1. Create a Website Tracker Campaign
Website Tracker campaigns let you track website conversions using phone calls, form submissions, or both.
Step 1: Configure Basic Information
Go to Campaigns → Create Website Tracker
Fill in the campaign details:
Campaign name: Choose a descriptive name (e.g., "Summer Website Campaign" or "2024 Google Ads")
Step 2: Choose What to Track
Select one, two, or all three tracking methods. The three are independent — enable whichever combination fits your use case.
Phone Calls — Dynamically swaps phone numbers on your website to track call sources. Requires a pool of at least 2 tracking numbers.
Form Attribution — Injects attribution data (GCLID, UTM params, etc.) into the customer's existing forms as hidden fields, so the customer's own backend keeps the attribution.
Form Submissions (Agency plan) — Captures form submissions as leads in Ring Tonic itself: the moment a user clicks Submit, a beacon ships a copy of the form data to your Ring Tonic workspace as a Contact, even if the customer's backend errors out. See Form Submissions for setup details.
When Phone Calls is enabled, the Swap target field appears:
Swap target: Enter the phone number currently displayed on your website
Step 3: Configure Number Pool (Phone Calls only)
This step only appears when Phone Calls tracking is enabled.
Area code: Enter a 3-digit area code (e.g., 206 for Seattle)
Pool size: Choose how many tracking numbers to create (2, 4, 8, 12, 16, or 20 numbers)
Best Practice: Ring Tonic recommends 4 numbers per 100 daily website visitors. For example, if you get 500 visitors per day, choose a pool size of 20 numbers.
Step 4: Advanced Configuration (Phone Calls only)
This section only appears when Phone Calls tracking is enabled.
CSS Selector - If you want the script to only swap numbers in specific elements on your website:
Enter a CSS selector (e.g.,
.phone-numberor#contact-phone)Leave empty to swap all instances of your swap target number
Common CSS selectors:
.phone-number- Elements with class "phone-number"#contact-phone- Element with ID "contact-phone".header .phone- Elements with class "phone" inside header elements
Step 5: Configure Security
Add the domains where your tracking script should run:
Enter your domain (e.g.,
example.com)Add additional domains if needed (e.g.,
www.example.com,shop.example.com)Press Enter after each domain
Security Notice: The tracking script will only execute on domains you specify here. This prevents unauthorized use of your tracking numbers on other websites.
Step 6: Configure Conditional Tracking (Phone Calls only)
This section only appears when Phone Calls tracking is enabled. Conditional Tracking lets you swap phone numbers only for visitors from specific marketing channels. This is useful when you manage some channels but not others, or when you want to use a smaller number pool for targeted tracking.
Enable Conditional Tracking:
Check Only swap when marketing parameters are present
Choose your parameter mode:
Any Marketing Parameter Mode:
Numbers are swapped when visitors have any common marketing parameter
Includes: gclid (Google Ads), fbclid (Facebook), msclkid (Microsoft Ads), ttclid (TikTok), utm_source, utm_medium, and more
Best for: Tracking all paid/marketing traffic while ignoring organic visitors
Specific Parameters Only Mode:
Numbers are swapped only for visitors with specific parameters you choose
Select from a list of common parameters (gclid, fbclid, msclkid, utm_source, etc.)
Best for: Tracking specific channels like "Google Ads only" or "Facebook Ads only"
Important: Visitors without the required parameters will see your original phone number and won't be tracked for calls. They won't appear in your call analytics. However, form attribution injection still works for these visitors if Form Attribution tracking is enabled.
Use Case Example: You run Google Ads but your client manages their own Facebook Ads. Enable Conditional Tracking with "Specific parameters only" and select just gclid. Now only Google Ads visitors get tracked with phone swapping, reducing your number pool needs and keeping tracking focused on what you manage.
Step 7: Configure Exclude Traffic (Phone Calls only)
This section only appears when Phone Calls tracking is enabled. Exclude Traffic is the opposite of Conditional Tracking: instead of choosing who to track, you name a specific UTM setup to skip. Visitors who arrive with that setup keep seeing your original phone number and are never tracked.
The most common use is a Google Business Profile listing whose website link carries a UTM tag. When that free, organic traffic makes up a large share of your visits, excluding it stops it from consuming your tracking numbers and keeps your call analytics focused on the campaigns you actually run.
Enable Exclude Traffic:
Add your exclusion rules
Each rule is a parameter and a value — for example, utm_source = google-business-profile. Use Add rule for a setup that spans more than one parameter.
A visitor is excluded only when they match every rule you list, so start with a single rule and add more only to narrow the match.
Finding the value to enter: use the exact UTM value your source puts on the link. For a Google Business Profile, open the website link set on your profile and read its utm_source (and any other UTM values). You can also see the values your existing traffic arrives with under Analytics → Attribution.
Matching visitors are skipped completely — no number swap, no tracking, and no call logs. Only exclude traffic you are sure you don't want to track.
Use Case Example: Your Google Business Profile sends most of your website visits, tagged with utm_source=google-business-profile. Add one rule for that value. Those visitors now keep your published number and never use a tracking number, while your paid-campaign traffic is still swapped and tracked as usual.
Step 8: Configure Form Attribution (Form Attribution only)
This section only appears when Form Attribution tracking is enabled. Form Attribution automatically adds marketing attribution data (GCLID, FBCLID, UTM parameters, Google Analytics IDs) as hidden fields into forms on your website. When visitors submit a form, you capture the same attribution data that's tracked with phone calls.
Configure Form Attribution:
Configure optional settings:
Form Selector (Optional):
Enter a CSS selector to target specific forms (e.g.,
#contact-formor.lead-form)Leave empty to inject into all forms on the page
Field Name Prefix (Optional):
Add a prefix to all injected field names (e.g.,
ct_creates fields likect_gclid,ct_utm_source)Useful to avoid conflicts with existing form fields
Must start with a letter or underscore, and contain only letters, numbers, and underscores
Custom Field Mapping (Optional):
Rename specific fields to match your CRM or form processor requirements
For example, map
gclidtogoogle_click_idif your CRM expects that field name
Debug Mode: Add ?ct_debug=true to your URL to make injected fields visible and fetch fresh settings from the server. This bypasses the session cache, so you can test configuration changes immediately without waiting for sessions to expire.
Step 9: Configure Form Submissions (Form Submissions only — Agency plan)
This section only appears when Form Submissions tracking is enabled (Agency plan). Form Submissions captures the customer's form submissions as leads in Ring Tonic, even if the customer's backend errors out.
Configure these settings:
Honeypot field name (optional) — name of a hidden form field that bots typically fill (e.g.
rt_website). Submissions where this field has a value are silently dropped.Field mapping — tell Ring Tonic which form fields correspond to
name,email,phone,company,value, or any custom field. Selectors can be CSS (input[name="email"]) or input names.Origin allowlist override (optional) — restrict the form-submission endpoint to specific hostnames, separate from the tracking script's general Allowed domains.
See the dedicated Form Submissions guide for the full reference, including how submissions flow into the Contacts pipeline.
Step 10: Bot Detection (Phone Calls only)
This section only appears when Phone Calls tracking is enabled.
Bot detection is enabled by default for all Website Tracker campaigns
Uncheck to disable if you want bots and crawlers to receive tracking numbers
Why keep bot detection enabled? Search engine crawlers regularly visit your website to index content. Without bot detection, these automated visits would consume tracking numbers from your pool, reducing availability for real visitors and skewing your analytics data.
Step 11: Create Campaign
Click Create Campaign to provision your tracking numbers and create the campaign.
Ring Tonic will automatically search for available numbers in your chosen area code and create your number pool. This process takes just a few seconds.
Step 12: Pick Routing on the Campaign Page
After creating, you'll land on the campaign page where you can pick how calls reach you. See Configure Routing below for full setup details on each mode.
Step 13: Install the Tracking Script
After creating your Website Tracker campaign, you need to add the tracking script to your website. This script handles both phone number swapping and form attribution injection depending on your campaign configuration.
Step 1: Copy the Script
Go to your campaign details page
Copy the installation script from the "Installation" section
The script looks like this:
Step 2: Add to Your Website
Paste the script before the closing
</body>tag on every page where you want to track conversionsSave and publish your changes
The script will automatically find and swap phone numbers matching your swap target (if phone tracking is enabled) and inject attribution data into forms (if form tracking is enabled).
Example:
Step 3: Test Your Installation
Visit your website
If phone tracking is enabled, check that phone numbers are being swapped to tracking numbers
If form tracking is enabled, add
?ct_debug=trueto your URL to verify hidden fields are being injected into your formsCall one of the tracking numbers to verify calls are forwarding correctly (if applicable)
The script only runs on allowed domains you specified during setup. If testing on localhost or a staging domain, make sure to add it to your allowed domains list.
GDPR Privacy Compliance (Optional)
If your website serves visitors from the EU or California, you may need to delay tracking until visitors accept your cookie consent banner. Ring Tonic supports GDPR-compliant installation by allowing you to manually start tracking after consent is given.
Step 1: Use the Deferred Script
Add data-auto-start="false" to prevent automatic tracking when the page loads:
Step 2: Start Tracking After Consent
Call window.RingTonic.init() when the user accepts cookies in your consent manager:
Replace CookieBanner.on('accept', ...) with the callback from your cookie consent manager (Cookiebot, OneTrust, CookieYes, etc.). Each provider has different callback syntax.
Common Cookie Consent Manager Examples:
Cookiebot
window.addEventListener('CookiebotOnAccept', function() { window.RingTonic.init(); });
OneTrust
OneTrust.OnConsentChanged(function() { if (OnetrustActiveGroups.includes('C0002')) window.RingTonic.init(); });
CookieYes
document.addEventListener('cookieyes_consent_update', function(e) { if (e.detail.accepted.includes('analytics')) window.RingTonic.init(); });
How it works: When visitors arrive without consent, they see your original phone number and forms without attribution fields. After they accept cookies and window.RingTonic.init() is called, the script swaps in the tracking number and injects attribution data into forms. This ensures you only track visitors who have explicitly consented.
Disabling Phone Tracking on an Existing Campaign
If you need to switch an existing Website Tracker campaign from phone + form tracking to form-only:
Go to the campaign's Edit page
Uncheck Phone Calls under "What would you like to track?"
A confirmation dialog will appear warning you that inbound calls to your tracking numbers will be rejected
Click Disable Phone Tracking to confirm
Tracking numbers remain assigned but inbound calls will be rejected with a busy signal. You cannot assign new tracking numbers to a campaign with phone tracking disabled.
2. Create a Static Campaign
Static campaigns use one or more dedicated tracking numbers, perfect for offline marketing materials and regional campaigns.
Step 1: Configure Basic Information
Go to Campaigns → Create Static Campaign
Fill in the campaign details:
Campaign name: Choose a descriptive name (e.g., "Facebook Ads Campaign" or "Billboard - Highway 101")
Step 2: Choose Number Source
Ring Tonic gives you two options for getting tracking numbers. You can select multiple numbers to add to a single campaign.
Option 1: Purchase New Numbers
Perfect when you want fresh numbers with specific criteria:
Select Purchase new number
Choose your Country (e.g., United States)
Basic Filters:
City/Locality: Narrow down to specific cities (e.g., Phoenix, Scottsdale)
Area Code: Enter a 3-digit area code (e.g., 206)
State/Territory: Select your preferred state or region
ZIP Code: Search by postal code for local numbers
Advanced Filters (Optional):
Contains Digits: Find numbers with specific digit patterns
Choose "Starts with" or "Anywhere" for digit position
Enter at least 2 digits (e.g., "55" to find numbers like 555-XXXX)
Click Search Numbers to find available numbers
Browse results showing:
Phone number with location details
Voice/SMS/MMS capabilities
Monthly price
Click Select to add a number to your selection
Selecting Multiple Numbers:
You can select multiple numbers from different searches to add to your campaign:
Select numbers from the search results by clicking Select
Selected numbers appear in the Selected Numbers panel above the search results
Change your search filters (different state, area code, etc.) and search again
Select additional numbers - your previous selections are preserved
Remove numbers from the selection by clicking the X on any selected number
Use Clear all to remove all selected numbers
Pro Tip: Use the "Contains Digits" filter to find memorable or vanity numbers. For example, searching for "777" might find numbers like (206) 777-5555.
Option 2: Use Existing Numbers
Select unassigned phone numbers from your inventory:
Select Use existing number
Ring Tonic displays all unassigned phone numbers from your inventory
Browse available numbers showing:
Phone number (formatted)
Friendly name (if set)
Click Select on the numbers you want to use
Selected numbers appear in the Selected Numbers panel
Remove numbers by clicking the X on any selected number
No Numbers Available? If you don't have any unassigned numbers in your inventory, you'll need to either:
Purchase a new number using Option 1 above, or
Import existing numbers from Twilio into your inventory first
Step 3: Add Form Tracking (Optional)
If your static number lives on a website, you can capture that site's form leads alongside your calls. In the Form Tracking card, enable either or both:
Form Attribution — injects hidden attribution fields (GCLID, UTM parameters, and more) into the website's existing forms, so the marketing data travels with the lead into your own CRM.
Form Submissions (Agency plan) — sends a copy of each submission to Ring Tonic as a Contact the instant the visitor clicks Submit, even if the website's own form fails.
When you enable either option, an Allowed domains field appears — add the website's domain there (Form Submissions requires at least one). These are the same options offered on Website Tracker campaigns, just without phone-number swapping. See the Website Tracker setup for the full Form Attribution reference and the Form Submissions guide for Form Submissions setup.
Step 4: Create Campaign
Click Create Campaign to purchase the tracking numbers and create your campaign. The button will show the number of selected numbers (e.g., "Create Campaign with 3 Numbers").
Your tracking numbers are now active! You can use them immediately in your marketing materials. All calls to these numbers will be logged in Ring Tonic with full tracking and analytics under this single campaign.
Step 5: Pick Routing on the Campaign Page
After creating, you'll land on the campaign page where you can pick how calls reach you. See Configure Routing below for full setup details on each mode.
Step 6: Set Ad Locations (Optional)
For billboards, print ads, and other physical marketing, you can set the exact location where your ad is placed. This enables the Billboard Rule on Money Map—showing calls at your ad placement instead of caller locations.
How to Set an Ad Location:
Go to your static campaign's Edit page
Find the tracking number in the Tracking Numbers section
Click the Set Location button next to the number
Search for an address or move the pin on the map to set the location
Optionally add a Location Label (e.g., "Highway 101 Billboard")
Click Save Location
No ad location set? Calls will appear on Money Map at the caller's location (based on their phone number). This works fine for tracking call volume, but won't show where your physical ad is placed.
Step 7: Report Google Ads Call Asset Calls (Optional)
If this number is the destination of a Google Ads call asset, you can report qualified calls back to Google Ads as conversions — so Smart Bidding learns which keywords produce calls worth having.
Open the campaign's Edit page and tick This number receives calls forwarded from a Google Ads call asset in the Google Ads Call Assets card, then click Update Campaign.
3. Configure Routing
After creating a campaign, you'll land on the campaign page where you decide how incoming calls reach you. Ring Tonic offers three routing modes:
Forward to a number — Send calls straight to a single business line. Includes optional voicemail, call recording, whisper messages, call screening, spam filter, and transcription keyword spotting. Best for solo operators or single-destination routing.
Attach a call flow — Use a published call flow for IVR menus, business hours, multi-destination ring groups, tags, conditional branching, and SMS follow-ups. Best for teams or multi-step intake.
Build a new flow — Open the call flow builder right from the campaign page and design routing from scratch. Publishing the new flow auto-attaches it to this campaign — no return trip required.
Until you pick a routing mode, inbound calls fail. A campaign with phone tracking enabled but no forward number and no attached call flow rejects callers with an error message. The campaign page shows a red "Routing not configured" alert above the picker, and the Campaigns index lists the campaign with a yellow "Setup required" badge — both as reminders to finish setup.
Configure Simple Routing
Pick Forward to a number on the routing picker to open the simple routing dialog.
Forward to
Enter the phone number where calls should be forwarded — your business line, mobile, or call center.
Voicemail (Optional)
Choose how unanswered calls are handled:
Off — Calls disconnect after the forward number rings out
Record — Plays a greeting then records the caller's message (with transcription)
Greeting only — Plays a message and hangs up (good for after-hours)
For Record and Greeting-only modes:
Greeting type: Text-to-speech or upload an MP3
Greeting text/file: Your message
Voice and language: Used when greeting type is Text
Call Recording (Optional)
Toggle on to record forwarded calls. Recordings appear in Call History with playback, transcription, and AI-powered call summaries.
Two-party consent: Some US states (California, Florida, Washington) require both parties to consent to recording. Combine recording with a Whisper or Greeting that informs callers the call is being recorded.
Whisper Message (Optional)
Plays a short message to the answering agent before connecting the caller. Templates support variables like {{caller_number}} and {{campaign_name}}.
Example: Incoming call from {{caller_number}} via the {{campaign_name}} campaign.
Why use whisper? Even a one-line whisper dramatically improves agent context and pickup speed. Combine with Call Screening (below) to prevent carrier voicemail from stealing calls.
Call Screening (Optional)
Adds a "press 1 to accept" prompt on your end — the phone the call is forwarded to — before the caller is connected. When your phone answers, you hear a short prompt and press 1 to take the call.
Its purpose is to stop carrier voicemail from answering on your behalf. A voicemail system can't press a key, so if your mobile or desk voicemail picks up, Ring Tonic treats the call as unanswered and hands it to your Ring Tonic voicemail instead — meaning the greeting your callers hear, and the message you receive, are the ones you set up here rather than your personal voicemail.
With Call Screening on, every forwarded call asks the person answering to press 1 before connecting. That's the trade-off for keeping carrier voicemail out. The caller just hears normal ringing while this happens.
Spam Filter (Optional)
Toggle on to add a "press 1 to connect" gate before the call rings your forward number. This filters out 80%+ of robocaller traffic — silent bots can't press a digit.
Transcription Keywords (Optional)
Add keywords or phrases to highlight in call transcriptions (e.g., "appointment", "quote", "unsubscribe"). Hits appear in Call History and trigger optional notifications.
Save
Click Save. The campaign page now shows the simple routing summary card with Edit and Switch routing mode buttons.
Editing Simple Routing
Click Edit on the routing summary card to reopen the dialog and update any field. Changes apply to the next inbound call.
Switching Routing Modes
To switch from simple routing to a call flow (or vice versa), click Switch routing mode on the active routing card.
Confirm the switch
A dialog summarises what will happen. Your existing settings are preserved either way — your simple routing config stays saved on the campaign while a flow is attached, and detaching a flow brings back those saved values.
Set up the new mode
After confirming, the next mode's setup dialog opens automatically:
Switching from simple → flow opens the Attach a Call Flow picker
Switching from flow → simple opens the Forward to a number dialog (pre-filled with your previous values, if any)
You can configure the new mode immediately without returning to the routing picker.
Switching is non-destructive. Detaching a call flow only removes the link to the flow; the flow itself isn't deleted and can be re-attached to this or any other campaign. Your simple routing settings are preserved across switches — they go inactive while a flow is handling calls, and become active again when you switch back.
4. Campaign Timezone
By default, every campaign reports its call times in your workspace timezone. On the Agency plan, you can give an individual campaign its own timezone — useful when you run campaigns for clients in different regions and want each one's call times shown in that client's local time.
Set a Campaign Timezone
Open the campaign
Go to Campaigns and click the campaign you want to configure. The Timezone card is near the top of the campaign page.
Choose a timezone
Open the dropdown and pick a timezone, or type a city to search (e.g. "New York"). To keep the default, leave Inherit from workspace selected.
Save
Click Save timezone. The card updates to "Currently showing times in …", and a Times shown in … label appears at the top of the campaign so the active timezone is always clear.
Where the Campaign Timezone Applies
Once a campaign has its own timezone, that timezone is used everywhere the campaign's call times appear:
Shared & white-label reports
The client-facing report for the campaign shows all times in the campaign timezone, labelled in the header.
Call detail
A call's times — including the Lead and Timeline tabs — display in its campaign's timezone, with a Times shown in … label.
Call Activity list
Each call appears in its own campaign's timezone, tagged with the zone (for example "EDT") when it differs from your workspace. Filtering the list to a single campaign switches the whole view to that campaign's timezone.
Reset to the Workspace Timezone
To return a campaign to your workspace timezone, open the Timezone card, choose Inherit from workspace, and click Save timezone.
What Happens If You Downgrade
If you move from the Agency plan to another plan, any custom campaign timezones are paused, not lost:
Saved timezones are kept, but call times revert to your workspace timezone everywhere.
The campaign's Timezone card shows the saved timezone with a note that it's paused.
Upgrading back to the Agency plan automatically resumes your campaign timezones.
You can also reset a paused campaign to Inherit from workspace at any time.
5. Delete Campaigns
If you no longer need a campaign, you can delete it to stop tracking and release the phone numbers.
How to Delete a Campaign
Go to Campaigns
Find the campaign you want to delete
Click Delete (trash icon)
Read the confirmation message carefully
Click Delete to confirm
Warning: Deleting a campaign will permanently delete:
All associated call logs
All tracking numbers (released back to Twilio)
All campaign analytics data
This action cannot be undone
Make sure to export any important data before deleting a campaign.
6. Share Campaigns
Share campaign analytics with clients via a secure public link—no Ring Tonic account required.
Select a campaign → Click Share
Toggle Enable sharing to generate your link
Optionally add password protection
Clients get read-only access to call activity, attribution, tracking number performance, and money map with your workspace branding.
7. Voicemail Features
When voicemail is enabled, Ring Tonic provides the same AI-powered features for voicemails as live calls.
Call Status
Voicemail
Caller left a message (Record mode)
No Answer
Play greeting only mode, or ghost voicemails (< 3 seconds)
AI Features for Voicemails
All voicemail features require Transcribe voicemails to be enabled:
Transcription - Voicemails are automatically transcribed using your configured provider (Deepgram/AssemblyAI)
Keyword spotting - Campaign keywords are detected and highlighted in voicemail transcriptions
AI lead qualification - Voicemails are auto-qualified using your workspace's qualification guidelines, just like live calls
Deal value estimation - AI estimates potential deal value from voicemail content (if enabled)
Voicemails in analytics: Voicemail metrics appear in Call Activity, Tracking Number Performance, and Attribution reports—helping you track which sources drive voicemails.
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