Using Callingly with Persosa to personalize your calling experience

Take personalization offline by linking Callingly and Persosa and making your customer experience more consistent.


Independently, both Callingly and Persosa are very powerful services with the ability to increase on and off-site conversions. Callingly gets you on the phone with more customers through click-to-call links in your website and emails. Persosa helps marketers create personalized end-to-end customer journeys.

Together, you have the power to provide a fully personalized customer experience that extends to your offline efforts, increases phone conversions, and gives your sales team more insights into who is calling before they even pick up the phone..

When implemented on your website, Callingly will automatically detect Persosa and link the Persosa visitor ID to call activity. This will allow you to link call data to Persosa and back out to your other services through Zapier.

Below are just a few example of how you can use Callingly alongside Persosa to implement website personalization and click-to-call technology. To work through these examples, you’ll need a free Callingly account as well as a Persosa account on the “Acquisition” plan or higher with your account’s tracking code installed.

Dynamically changing call buttons for different visitors

Each visitor is unique - they have different personalities, interests, buying habits, etc. Why should each person have the exact same calling experience? Using Persosa, you can segment visitors and show each a different call link. Existing customers can call directly into support, new visitors reach sales, the hottest leads can route directly to your top salesperson, etc. Really your creativity is the limit with how you want to route your calls based on all the data you have available with Persosa.

Dynamically changing call buttons for different types of visitors is simple. First use Callingly to create all button variations that you’d like to use and put them all on your website. The key here is to have them all hidden by default and let Persosa choose which you want to show. To achieve this, add the following CSS to your stylesheet:

.callingly-link {
  display: none;
}

This will force all Callingly links to be hidden by default. Alternately, you can update the inline style for each button:

<a class="callingly-link" href="https://callingly.com/YOUR_LINK" style=”display:none;”>Click Here To Call Me</a>

If you look at your page now, you won’t see any buttons, but they’re still there, invisible.

Next, we need to distinguish the links so Persosa can show the appropriate one, when necessary. Let’s do this by creating unique classes in each link, one for each segment of visitors we want to change out. In this example, targeting new visitors vs existing customers:

<style type=”text/css”>
  .callingly-link {
    display: none;
  }
</style>
 
<a class="callingly-link hyver-new" href="https://callingly.com/YOUR_LINK">Call Sales</a>
<a class="callingly-link hyver-cust" href="https://callingly.com/YOUR_LINK">Call Support</a>

Use Persosa to display the right button

We’re going to assume that you have the appropriate segments set up in Persosa already (you can read more about Segments here). In this example, we’ll assume a single segment for “Customer”. Visitors will either be in this segment or not.

Let’s start by creating a new dynamic style (Styles > Add Style). The first will be for non-customers. We’ll name the style, reference the appropriate button by its CSS selector (using the new class we added), and tell Persosa to show it if the conditions match:

On the next screen, we set the conditions as “Not in Customers”:

Let’s create one more style for the customers, referencing the second button and setting the conditions appropriately:

Just like that, Persosa will now show the correct button depending on the status of a visitor. By default, because visitors will not be in the “Customer” segment, they will see the “Call Sales” button.

Segment visitors based on calling events

It may be useful to segment your visitors by whether or not they placed a call or left a voicemail. The explicit actions a visitor takes (such as choosing to call you) may very well have an impact on their future website experience.

Both Callingly and Persosa integrate via Zapier, a service (with a free tier) that makes it easy for you to link your favorite services together. Once you have a Zapier account, to create a new Zap utilizing Persosa, click this link to access the invite-only Persosa app.

When creating a new “Zap”, the first step is to determine your Callingly trigger - what event you want to act upon. In this case, choose whether or not you want to listen for a phone call or new voicemail.

On the next step, after connecting a Callingly account and testing the connection, you’ll see sample output that looks like this:

As long as the sample call was initiated from your site with the Persosa tracking code, you’ll see the hyver_visitor_id parameter, which is crucial for this integration.

Next, define your “Action” using the Persosa app and the “Add to Segment” action. Essentially, we’re telling Zapier to “Add a visitor to a Persosa segment after they’ve placed a call with Callingly”.

On the next step, define the template to put the visitor into the correct segment ID (which you can get from Persosa), referring the Visitor ID passed through Callingly.

Complete the Zap setup process and you’re all set! Any time a visitor initiates a call through your Callingly link, Zapier will add that visitor to the appropriate segment in your Persosa account, triggering a possible experience change the next time they return to your website.


Even if your business is primarily online, you can’t afford to forget the power that phone calls have in driving sales. Now, using Callingly and Persosa together you can make your customers’ online and on-the-phone experiences mesh more smoothly than has ever been possible before. Not only does this lead to happier customers, but happier sales and support teams as well. It’s a brave new world out there in online-to-offline experiences and this is a great way for you to start taking advantage of it.

If you come up with a clever way to route your calls or segment your callers through this integration, we’d love to hear about it! Drop us a line and we could feature you in our next integrations post.