CallScaler Pay Per Call Buyer Routing Setup (Delivery)

CallScaler Pay Per Call Buyer Routing Setup (Delivery)

1. 01

   Confirm the client workspace sits on the Pay Per Call plan ($400/mo) before touching routing rules

   Buyer and publisher management only exists on that tier. If the agency is still on Agency ($130/mo), routing rules will not expose bidder logic, so upgrade or move the campaign to a client that already holds the plan.

2. 02

   Purchase local US tracking numbers inside CallScaler and attach one number per campaign, not per client

   Per-campaign numbers keep dynamic number insertion clean and let the lead score map back to a single traffic source. Reusing one number across campaigns destroys attribution the moment a second ad group goes live.

3. 03

   Define the routing rule and pick the bidder order

   Route to highest bidder when the client wants maximum revenue per call, or pin specific buyers when a publisher contract guarantees exclusivity. Test both paths with a live call before the campaign spends money.

4. 04

   Turn on AI transcription, summarization, and 1 to 100 lead scoring for the new number

   Scoring is what separates a qualified transfer from a junk call. Set the score threshold the buyer will accept, then verify the score lands in the buyer's feed within the same call window.

5. 05

   Connect Google Ads and Meta Ads accounts so call revenue ties back to campaign spend

   Without the ad platform link, the agency can report call volume but not cost per qualified lead. That gap is the first thing a pay-per-call client asks about at the monthly review.

6. 06

   Attach Stripe to the client account and set the prepaid balance threshold

   Prepaid balances stop a buyer from running up unpaid call charges. Set the low-balance alert high enough that the agency has time to collect before routing pauses.

7. 07

   Publish the white-label portal for the buyer and publisher sides, then run one end-to-end test call

   The white-label add-on costs $49/mo on top of the base plan, so confirm the branding is applied before the client sees it. The test call should appear in the portal with its score, recording, and buyer assignment.