We shipped a new source tracking system for agencies within careCycle. Teams can now create sources, assign them to campaigns, track performance by agent, and understand which sources are converting best.
This gives agencies a cleaner way to answer a simple question: where are our best leads and calls coming from?
Source Creation
You can now create and manage sources directly in careCycle.
Sources support both outbound and inbound campaigns. Lead sources are used for outbound campaigns, where leads are uploaded (either through our CSV upload, or to the /leads endpoint) and routed into a campaign. Call sources are used for inbound campaigns, where each source will get its own dedicated number.
Sources also support different commercial models:
- Cost per Lead (CPL) for fixed or dynamic lead costs
- CPL for inbound calls based on duration thresholds
- Cost per Acquisition (CPA) for flat-rate sales payouts
- CPA for percentage-based commissions
For inbound call sources, careCycle will procure and assign a dedicated number to the source. When someone calls that number, the customer, campaign, call record, and source reporting all stay connected.
This also works when the same customer calls again from a different source. The original source remains preserved, while the current source updates based on the latest tracked number.
Lead Source Filters
Campaign automations now support lead source filters to route leads to specific campaigns. This enables campaigns to have different verbiage and conversation flows by source. For example, leads from two different FaceBook ads can be greeted according to the specific copy on the ad.
Lead uploads now accept a sourceId and optional leadCost. careCycle resolves the source, stores attribution on the customer, and uses the source assignment when campaign routing is available.
This is especially useful for teams buying from multiple vendors or running different acquisition channels with different pricing.
Source Performance
The Sources page now includes performance reporting by source, agent, and state.
At the source level, you can see:
- Leads dialed or total calls
- Contact rate
- Transfer rate
- Appointments booked
- Sales or sale rate
- Source spend
- Usage cost
- Total cost
- CPA
For teams transferring to the careCycle softphone, we also show agent-level breakdowns. You can see which agents are taking the most calls, which sources they are working, how often they transfer, and how many sales they record.
The new charts show sales share and transfer share by agent, making it easier to spot where volume and performance are coming from at a glance.
This gives teams a better way to compare source quality, agent performance, and spend in one place without exporting data or stitching together reports manually.
