Chirply resources · Reviewed

Dynamic Number Insertion Test Plan and QA Worksheet

Verify campaign number replacement, phone links, fallback behavior and attribution records using six synthetic test cases and a reusable CSV.

Synthetic teaching example. Every row is authored for this exercise. Expected results describe the method; test-plan rows remain marked to test until you record an observed outcome.

On this page

How do you test dynamic number insertion?

Test the visible phone number and the clickable phone link under controlled source and browser conditions. Then place an authorized test call and compare the landing source, assigned number and resulting call record. Include repeat visits, direct visits, consent behavior, mobile links and a fallback case.

A team is preparing a call-tracking website. This worksheet tests whether the configured system preserves the intended source and a usable phone destination. Expected values depend on the selected provider and configuration; the synthetic cases specify what to verify rather than pretending a test has already passed.

Dataset and download

Download example CSV

Open the CSV in a spreadsheet and keep the original as a reference. Make a working copy for your own review. Downloading saves a local file; it leaves your CRM and communication settings unchanged.

6 synthetic rows · CSV column names
case_idscenariocheckevidence_to_recordstatusdata_type
DNI-1fresh tagged visitvisible number and tel link match assigned numbersource; assigned number; screenshot; test call IDto testsynthetic
DNI-2repeat visitassignment follows configured session rulessession rule; before and after numberto testsynthetic
DNI-3direct visitconfigured direct or fallback behaviorentry URL; attribution rule; resultto testsynthetic
DNI-4mobile taptap opens intended complete phone destinationdevice; visible number; tel destinationto testsynthetic
DNI-5consent choicebehavior follows implemented consent settingsconsent state; displayed number; recorded fieldsto testsynthetic
DNI-6script unavailableusable fallback number remains visiblefallback number; call routeto testsynthetic

Field definitions

scenario
A distinct visitor or delivery state. Use your own authorized test browser and phone.
check
The observable assertion; replace provider-dependent expectations with your actual configuration.
evidence_to_record
An evidence checklist, not customer data. Keep phone numbers and private call records in your own controlled test log.
status
Start at to test; record pass, fail or blocked only after an observed result.

Reproduce the method

1. Document the configured rule

Record the source matching, session duration, number pool, fallback number and forwarding destination. Read the current provider settings. A fixed source number and a visitor-level pool answer different questions, so name which configuration you are testing.

2. Run one source at a time

Open a fresh browser session with a controlled campaign URL. Inspect the visible number and its tel link. Record the expected source and observed assignment. Use the UTM builder for consistent labels, and repeat with a direct visit under the documented rule.

3. Verify the call end to end

With permission to place a test call, call the displayed number from your own phone. Confirm the destination and inspect the resulting call record. Match it using the provider's call identifier and timestamp. Record any provider usage charges under the ordinary test budget.

4. Exercise mobile and fallback states

Run the mobile, consent and unavailable-script cases. Confirm a usable phone destination remains accessible under the intended behavior. Record failures with the page URL, state and evidence. Repeat a failed case after correction before marking the deployment ready.

Expected results

  • Six distinct cases are present in the worksheet; all start at to test.
  • For a passing replacement case, the visible number and tel destination agree with the configured assignment.
  • A passing end-to-end case has an observed test call record and the expected routing/source fields; a screenshot alone proves only display behavior.

Interpret the result

A successful display replacement does not establish attribution accuracy. Keep the call identifier and source evidence together.

Use the provider's documented pool-sizing and session behavior. This worksheet provides a QA method rather than an invented universal pool-size formula.

If the browser or consent state limits observation, record that limitation. Missing attribution is an unknown value, not proof of a direct visit.

Troubleshooting

Text changes but tapping calls the original number

Inspect every phone link, including sticky headers and mobile menus. The replacement integration must cover the displayed text and actual tel destination.

The call arrives with an unexpected source

Compare session rules, redirects, UTM preservation, assignment timing and provider record timestamps. Reproduce one controlled journey before testing several campaigns together.

If the CSV does not appear immediately, check your browser's downloads list. Import it as UTF-8 with comma-separated fields if your spreadsheet opens it in one column.

Questions about this example

Can this worksheet configure number insertion?

The CSV is a QA record. Configure your tracking integration and numbers separately, then use the cases to verify the result.

Should every visitor see a different number?

That depends on whether you use source-level tracking or a visitor/session pool. Define the intended assignment model and test against its configured rules.

Sources and next steps

The methodology and synthetic rows were authored for this resource and checked against the linked definitions and product guides. Product setup and provider conventions remain documented at their sources. Cite this page's address and review date when sharing the exercise; keep the synthetic-data label with copied rows.

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About these resources

Chirply publishes these explanations and planning tools to help teams define, test and measure their workflows. AI-assisted drafts are checked against the cited product references and documented formulas. Examples are illustrative. Read the review method, explore product capabilities or check current plans.

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