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INVOX Call Tracking – Onboarding Guide (Step-by-Step)

This guide walks you through the full onboarding process required to activate INVOX Call Tracking on your website. The setup is simple and usually takes less than 1–2 business days, depending on integrations.

Written by Iulian de la INVOX
Updated over 3 weeks ago

Overview of the Onboarding Process

The activation process includes:

1. Creating user accounts

2. Installing the INVOX tracking script

3. Allocating tracking numbers

4. Ensuring phone number format consistency

5. Setting up advertising integrations (Google Ads / Meta Ads)

6. Setting up CRM integrations

7. Testing & activating call tracking

Step 1 – Create User Accounts

Please create one or more user accounts here:

We recommend creating accounts for:

  • Marketing team members

  • Agency partners

  • Management or reporting stakeholders

Once users are created, the INVOX team will configure your company account and assign access permissions.

Step 2 – Install the INVOX Tracking Script

There are two installation options, depending on your website setup:

Option A – WordPress Website (Plugin Installation)

If your website runs on WordPress, install the official INVOX plugin:

Steps:

  1. Install and activate the plugin

  2. Insert your INVOX account details/API key (provided by our team)

  3. Save settings

This is the recommended and easiest setup method for WordPress websites.

Option B – Installation via Google Tag Manager (GTM)

If your website is not on WordPress or you prefer GTM:

  1. Open https://tagmanager.google.com

  2. Add a new tag

  3. Tag configuration: Choose “Custom HTML”

  4. Copy and paste the INVOX DNI script into the textbox

  5. Triggering: All pages

  6. Name the tag: INVOX DNI

  7. Save tag

  8. Publish the container

The INVOX team will provide the script and assist with validation if needed.

Step 3 – Tracking Number Allocation (Handled by INVOX)

The INVOX team will:

  • Allocate your tracking number(s)

  • Configure the number pool (if using Dynamic Number Insertion)

  • Set traffic source attribution rules

No action is required from your side during this step.

Step 4 – Ensure Phone Number Format Consistency

Before activation, please verify:

  • The main phone number is written in the exact same format across the entire website

  • No variations exist (example: +40 7XX XXX XXX vs 07XX XXX XXX)

  • The number appears as plain text or clickable tel: link

Inconsistent formatting may prevent correct dynamic replacement.

Step 5 – Advertising Platform Integrations (Optional but Recommended)

Google Ads Direct Integration

This integration allows:

  • Importing call conversions into Google Ads

  • Optimizing campaigns based on real phone leads

Setup guide:

Meta (Facebook) Ads Integration via Zapier

This integration allows:

  • Sending calls as conversion events

  • Better attribution for paid campaigns

Setup guide:

Step 6 – CRM Integrations

You can automatically send call data into your CRM.

Vaunt Integration

Pipedrive Integration

Any Other CRM (via Zapier)

Using Zapier, you can connect INVOX with most CRM platforms on the market.

Step 7 – Testing & Activation

Once all steps are completed:

  1. The INVOX team performs technical validation

  2. We verify dynamic number replacement

  3. We confirm attribution tracking

  4. We test integrations

  5. Call tracking is officially activated

You can now start measuring and optimizing campaigns based on real phone call data.

Recommended Best Practice

For a smooth activation:

  • Install the script before the activation call

  • Ensure phone number formatting is standardized

  • Provide access to Google Ads / Meta Ads if integrations are required

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