01
Create every source.
Represent outbound lead vendors and inbound call channels in the same acquisition system.
Source Tracking / Acquisition truth
Know where the calls, leads, and members worth keeping came from.
Connect each source to its campaign, cost, conversations, agents, sales, and downstream member record without exporting another report.
- Dialer
- Wallboard
- Sources
Ask careCycle⌘K
On air · 3
LiveProductivitySources
Sources
Manage campaign source attribution and commercial pricing. Ping-post vendor guide
All Campaigns
Jul 11, 00:00 - Jul 17, 23:59
Lead metrics
Leads Dialed
26,407
6 lead sources
Contact Rate
48.9%
12,909 contacted
Transfer Rate
16.9%
4,452 transfers
Appointments
1,182
4.5% booked
Sale Rate
4.5%
1,199 sales
Total Cost
$269,033.00
$242,724.00 source spend
CPA
$224.38
Total cost per conversion
Source Performance
Primary spend, contact, transfer, and sale metrics by source.
| Source Name | Leads Dialed | Contact Rate | Transfer Rate | Appointments | Sale Rate | Source Spend | Usage Cost | Total Cost | CPA |
|---|---|---|---|---|---|---|---|---|---|
| Facebook – T65 Lead Form | 6,052 | 2,492(41.18%) | 750(12.39%) | 271(4.5%) | 237(3.92%) | $42,364.00 | $5,230.00 | $47,594.00 | $200.82 |
| Live Transfer – Partner A | 5,516 | 4,326(78.43%) | 1,741(31.56%) | 246(4.5%) | 377(6.83%) | $77,224.00 | $6,982.00 | $84,206.00 | $223.36 |
| Google Search – Medicare | 4,897 | 2,186(44.64%) | 724(14.78%) | 284(5.8%) | 233(4.76%) | $58,764.00 | $5,244.00 | $64,008.00 | $274.71 |
| Website – Quote Widget | 3,958 | 1,538(38.86%) | 445(11.24%) | 182(4.6%) | 140(3.54%) | $19,790.00 | $3,433.00 | $23,223.00 | $165.88 |
| TV – DRTV Inbound | 3,391 | 1,787(52.70%) | 639(18.84%) | 161(4.7%) | 178(5.25%) | $40,692.00 | $3,082.00 | $43,774.00 | $245.92 |
| Aged Data – TCPA | 2,593 | 580(22.37%) | 153(5.90%) | 38(1.5%) | 34(1.31%) | $3,890.00 | $2,338.00 | $6,228.00 | $183.18 |
| Total / Avg. | Total 26,407 | Weighted avg. 12,909(48.88%) | Weighted avg. 4,452(16.86%) | Weighted avg. 1,182(4.48%) | Weighted avg. 1,199(4.54%) | Total $242,724.00 | Total $26,309.00 | Total $269,033.00 | Avg CPA $224.38 |
Agent Performance
Source results grouped by assigned agent.
Filter sources
Filter agents
Attribution is useful only when it survives the whole journey.
Most agencies can identify where a lead entered. Far fewer can connect that source to the calls, transfer, sale, cost, agent, and member relationship that followed.
Source Tracking keeps those events on one governed record so teams can compare acquisition channels using the outcomes that actually matter.
02
Route by source.
Send each source into the campaign, language, and conversation flow built for it.
03
Evaluate real outcomes.
Compare spend, contact, transfer, appointments, sales, and agent performance together.
How it works
Inside Source Tracking.
- Configure
Ask careCycle⌘K
On air · 3
RoutingScriptsCalendarsSources
Routing groups
Manage reusable routing groups for calls and appointment handoffs.
Sales Floor
SoftphoneWarmUsed by 4 campaignsUsed by receptionistFallback: appointment booking.
Warm transferImmediate summaryFallback: appointment bookingAppointment booking enabled
Medicare Enrollment Line
DirectWarmUsed by 2 campaigns+1 (800) 555-0114
Warm transferWait for operator
Partner A Live-Transfer Ping
DynamicUsed by 1 campaignPOST https://api.partner-a.io/v2/transfers/ping
Cold transfer4500ms timeout
Supervisor Line
SoftphoneWarmUsed by 1 campaignUsed by receptionistFalls back to +1 (602) 555-0173
Warm transferImmediate summaryFallback: +1 (602) 555-0173
After-Hours Answering Service
SIPDraftsip:afterhours@meridiansb.sip.telnyx.com
Cold transfer
01 / Source creation
One system for inbound and outbound acquisition.
Outbound lead sources accept CSV uploads or API delivery into campaigns. Inbound call sources receive dedicated tracked numbers connected to the customer and campaign.
Both models preserve the source on the same record the team uses to work the lead.
02 / Inbound numbers
One number per source. One thread per member.
Calls to a tracked number remain connected to the source, campaign, call record, and customer. If the same person returns through another channel, the attribution history remains visible while the current source reflects the latest touch.
The member is never asked to reconstruct where the relationship began.
- Campaigns
Ask careCycle⌘K
On air · 3
Search campaigns
All statuses
All types
All tags
Calls Today
StatusActivePausedDraftCompleted
Voice AI
Show 10
Showing 1-4 of 4
Medicare AEP 2026 – Inbound
AEP hotline — plan questions, eligibility checks, warm transfers to licensed agents.
0 out · 1,548 in today15,214 customers64.2% connect rate6,105 mins today
Active
AEP 2026PriorityAdd tag
MedicareT65 Turning-65 Outreach
Outbound outreach to prospects turning 65 within the next 90 days.
1,280 out · 52 in today10,448 customers38.5% connect rate4,267 mins today
Active
T65Add tag
MedicareDSNP Dual-Eligible
Dual-eligible qualification and plan-match calls for Medicaid + Medicare prospects.
925 out · 39 in today7,715 customers41.7% connect rate3,044 mins today
Active
DSNPMedicaidAdd tag
MedicareMed Supp Aged Leads
Requalification pass over aged Med Supp data ahead of AEP.
0 out · 0 in today4,517 customers— connect rate0 mins today
Draft
Aged dataAdd tag
MedicareAgent queue
Show 10
Showing 1-2 of 2
Medicare Advantage – FL
OutboundFlorida MA plan comparisons dialed by licensed agents on the softphone.
510 out · 26 in today9,151 customers33.1% connect rate1,539 mins today
Paused
FloridaAdd tag
Final Expense – Live Transfers
InboundPartner live transfers routed straight to the sales floor.
415 in today5,139 customers2,214 mins today
Active
Partner AAdd tag
03 / Routing
Different sources can begin different conversations.
Lead source filters route each acquisition channel into the appropriate campaign and language. Two ads, vendors, or intent levels can receive distinct openings without duplicating the operational system behind them.
Optional lead cost data travels with the source into reporting.
- Dialer
- Wallboard
- Sources
Ask careCycle⌘K
On air · 3
LiveProductivitySources
Sources
Manage campaign source attribution and commercial pricing. Ping-post vendor guide
All Campaigns
Jul 11, 00:00 - Jul 17, 23:59
Lead metrics
Leads Dialed
26,407
6 lead sources
Contact Rate
48.9%
12,909 contacted
Transfer Rate
16.9%
4,452 transfers
Appointments
1,182
4.5% booked
Sale Rate
4.5%
1,199 sales
Total Cost
$269,033.00
$242,724.00 source spend
CPA
$224.38
Total cost per conversion
Source Performance
Primary spend, contact, transfer, and sale metrics by source.
| Source Name | Leads Dialed | Contact Rate | Transfer Rate | Appointments | Sale Rate | Source Spend | Usage Cost | Total Cost | CPA |
|---|---|---|---|---|---|---|---|---|---|
| Facebook – T65 Lead Form | 6,052 | 2,492(41.18%) | 750(12.39%) | 271(4.5%) | 237(3.92%) | $42,364.00 | $5,230.00 | $47,594.00 | $200.82 |
| Live Transfer – Partner A | 5,516 | 4,326(78.43%) | 1,741(31.56%) | 246(4.5%) | 377(6.83%) | $77,224.00 | $6,982.00 | $84,206.00 | $223.36 |
| Google Search – Medicare | 4,897 | 2,186(44.64%) | 724(14.78%) | 284(5.8%) | 233(4.76%) | $58,764.00 | $5,244.00 | $64,008.00 | $274.71 |
| Website – Quote Widget | 3,958 | 1,538(38.86%) | 445(11.24%) | 182(4.6%) | 140(3.54%) | $19,790.00 | $3,433.00 | $23,223.00 | $165.88 |
| TV – DRTV Inbound | 3,391 | 1,787(52.70%) | 639(18.84%) | 161(4.7%) | 178(5.25%) | $40,692.00 | $3,082.00 | $43,774.00 | $245.92 |
| Aged Data – TCPA | 2,593 | 580(22.37%) | 153(5.90%) | 38(1.5%) | 34(1.31%) | $3,890.00 | $2,338.00 | $6,228.00 | $183.18 |
| Total / Avg. | Total 26,407 | Weighted avg. 12,909(48.88%) | Weighted avg. 4,452(16.86%) | Weighted avg. 1,182(4.48%) | Weighted avg. 1,199(4.54%) | Total $242,724.00 | Total $26,309.00 | Total $269,033.00 | Avg CPA $224.38 |
Agent Performance
Source results grouped by assigned agent.
Filter sources
Filter agents
04 / Source performance
See the outcome beside the spend that produced it.
Review calls or leads worked, contact rate, transfers, appointments, sales, source spend, usage cost, total cost, and acquisition cost in one view.
The report reflects the same system that handled the work, reducing the reconciliation required before a decision can be made.
- Dialer
- Wallboard
Ask careCycle⌘K
On air · 3
LiveProductivitySources
Dialer Wallboard
Real-time agent state across all campaigns.
Agents Online48
Active Calls30
Service Level92.4%
Live50%
30
In-Call
13%
8
Available
7%
4
Wrap-Up1 over limit
10%
6
Busy2 over limit
20%
12
Offline
Search by name or email…
All campaigns
All busy reasons
All roles
All routing groups
| Agent | Status | Duration | Routing group | Direction | Campaign | Phone Number | |
|---|---|---|---|---|---|---|---|
SP Sarah Patel spatel@meridiansb.com | Wrap-Up | 2m 14s | Licensed Agent Desk | - | - | - | |
RM Raj Malhotra rmalhotra@meridiansb.com | Meeting | 38m 17s | Licensed Agent Desk | - | - | - | |
MO Michael O'Brien mobrien@meridiansb.com | Training | 32m 10s | Licensed Agent Desk | - | - | - | |
OH Omar Haddad ohaddad@meridiansb.com | In-Call | 34m 12s | Licensed Agent Desk | Inbound | Medicare AEP 2026 – Inbound | (352) 555-0146 | |
CO Carmen Ortiz cortiz@meridiansb.com | In-Call | 28m 37s | Licensed Agent Desk | Inbound | Medicare AEP 2026 – Inbound | (727) 555-0163 | |
GS Grant Sorensen gsorensen@meridiansb.com | In-Call | 24m 05s | Licensed Agent Desk | Inbound | Final Expense – Live Transfers | (480) 555-0112 | |
AM Aisha Mensah amensah@meridiansb.com | In-Call | 21m 49s | Licensed Agent Desk | Outbound | DSNP Dual-Eligible | (305) 555-0178 | |
LR Luis Romero lromero@meridiansb.com | In-Call | 19m 22s | Licensed Agent Desk | Inbound | Medicare AEP 2026 – Inbound | (210) 555-0154 | |
KD Keisha Daniels kdaniels@meridiansb.com | In-Call | 17m 58s | Licensed Agent Desk | Outbound | T65 Turning-65 Outreach | (614) 555-0121 | |
HW Hannah Weiss hweiss@meridiansb.com | In-Call | 16m 31s | Compliance Review Desk | Inbound | Medicare AEP 2026 – Inbound | (941) 555-0185 |
05 / Agent performance
Understand the source and the person working it together.
For teams using the careCycle softphone, agent-level reporting shows call volume, sources worked, transfers, and recorded sales.
Leaders can distinguish a source-quality problem from a coaching opportunity without stitching separate reports together.
Questions
What teams ask about Source Tracking.
Does Source Tracking support inbound calls and outbound lead lists?
Yes. careCycle Source Tracking covers both: outbound sources arrive through CSV or API delivery, while inbound call sources use dedicated tracked numbers connected to their campaigns.
What commercial models are supported?
Sources can represent fixed or dynamic cost per lead, duration-based inbound lead costs, and flat-rate or percentage-based acquisition payouts.
What happens if the same customer returns through a different source?
The original source remains preserved and the current source updates to the latest tracked touch, keeping attribution history intact.
Can different sources use different conversation flows?
Yes. Campaign automations can filter by source and route leads into distinct language and workflows.
What reporting is available at the agent level?
Softphone teams can compare calls, sources worked, transfers, and recorded sales by agent, including sales-share and transfer-share views.
Do I need to export data or build my own reports?
No. Source quality, agent performance, costs, and outcomes are available together inside careCycle.
Keep exploring
Related features
Dialer
Inbound and outbound on one engine, with the forms, routing, and source data your agents need to move fast and stay compliant. Every call lands on the member record automatically.
Unified Inbox
Agents and AI employees work the same book from the same record, with ownership, policy context, conversations, and unresolved work visible together.
See it on your book
Spend from the same record that proves what worked.
See a source move from tracked number or lead upload through campaign, agent, sale, and reporting.
Book a demo