Calling
      Back to home
      1. Invelo's Help Desk
      2. CRM
      3. Calling

      Tracking phone numbers in Invelo

      Monitor and measure your campaign performance with ease

      Tracking phone numbers in Invelo allow you to measure the effectiveness of your marketing campaigns by tying inbound calls and messages back to their source. Whether you’re sending direct mail, running ads, or using external lead sources, tracking numbers give you clear insights into which campaigns are driving engagement.

      Case study example: You send a postcard campaign with a tracking phone number as the call back number. Any call you receive through that number will be logged to the record in Invelo and attributed directly to that campaign. This makes it easier to evaluate response rates and refine your targeting for future outreach.

      How Tracking Phone Numbers Work

      Tracking numbers in Invelo can be used in two main contexts:

      • Sender Profiles – Track calls generated from Invelo campaigns and workflows (e.g., direct mail, email or SMS).

      • External Lead Sources – Track calls from campaigns outside of Invelo (e.g., bandit signs, third-party mailers, or online ads).

      When someone dials your tracking number, the call is forwarded to your designated forwarding number. Invelo logs the call and message data in your account, ensuring you don’t miss key interactions.

      📌 Note: Tracking phone numbers are inbound-only. They cannot be used to make outbound calls or send SMS messages.

      Adding a Tracking Phone Number

      You can add a tracking phone number to your account by following these steps: 

      1. From your Invelo dashboard, click the profile icon at the top right part of the page. Once the dropdown menu appears, select Settings. 
        Screenshot 2025-09-09 at 10.53.59 AM
      2. In the Settings page, click Calling under Company. 
        Screenshot 2025-09-09 at 10.55.32 AM
      3. You can add a Tracking number by clicking Add. 
        Screenshot 2025-09-09 at 11.04.42 AM
      4. Enter the following details: 
        • Phone name 
        • Call forwarding number — All calls and SMS will be routed to this number.
        • Area code — Invelo will search for available numbers in that area. If fewer than 5 are found, nearby area codes will also be searched.
          Screenshot 2025-09-09 at 11.06.41 AM

      5. Once you enter an area code, click Find available numbers. Choose one of the available numbers from the options 

        Screenshot 2025-09-09 at 11.12.00 AM

      6. Click Activate tracking number. Invelo will then register and activate the tracking number.

      7. All inbound calls and SMS messages to this number will now be logged in your account.

      Usage Limits and Billing

      • Each subscription plan includes a set quota of tracking phone numbers.

        • Starter: 1 tracking number
        • Growth: 3 tracking numbers
        • Professional: 5 tracking numbers

      • Additional tracking numbers can be purchased for a fixed monthly fee.

      • You can view your quota and current usage in your Account Settings → Usage.

      Call and SMS Tracking

      All inbound calls and messages to tracking numbers are automatically logged into Invelo.
      You’ll find this information in:

      • Communications Inbox – for managing live interactions.

      • Record Activity – for reviewing historical conversations with a contact.

      Additional details include:

      • Caller ID, timestamp, duration, and message content.

      • Call recordings (stored in S3) linked for playback.

      Managing and Deleting Tracking Numbers

      • If a number is linked to a Sender Profile, it must be changed before removal.

      • When deleted, tracking numbers are soft deleted to preserve historical data.

      • Numbers remain reserved for 14 days after deletion to ensure recent marketing activity is captured.

        • Status updates:

          • Scheduled for release – waiting in 14-day window.

          • Released – permanently removed and no longer active.

      Permissions

      • Only users with tracking number permissions can add or remove them.

      • Users with access to create sender profiles can manage the tracking numbers tied to them or to external lead sources.

      📌 Tip: Use unique tracking numbers for different campaigns to clearly measure performance and know exactly where your leads are coming from.