Overview

• Getting Started with the Marketing Analytics Plan
• Getting Started with Call Tracking
• Customer Training Webinars
• Types of Call Tracking
• CallRail Videos
• Source Tracking Basics

Features

• Call Recording
• How to Qualify Leads in CallRail
• CallRail's Tools for Agencies
• Session-Level Call Attribution
• Tips for Our Real Estate Users
• Add Notes to a Phone Call

Dynamic Number Insertion

• Dynamic Number Insertion Overview
• Installing the JavaScript Snippet
• Installing CallRail's WordPress Plugin
• Install CallRail with Google Tag Manager
• Wix Integration
• Testing Dynamic Number Insertion

Lead Center

• Lead Center Basics
• Text Messaging Basics
• Quick Texts

CallRail's Mobile App

• Mobile App Basics
• Place and Return Calls on CallRail's Mobile App
• Text Messaging from the CallRail Mobile App
• Settings and Account Center in CallRail's Mobile App
• Creating Mobile Push Notifications
• Two-Factor Authentication in the CallRail App

Creating Tracking Numbers

• Local Swap for Keyword Pools
• Create a New Number
• Create a Keyword Pool
• Create an Offline Tracking Number
• Create a Number for a Google Ad Extension
• International Number Types

Managing Tracking Numbers

• Reactivating a Disabled Tracking Number
• Downloading a Call's Recording
• Delete a Call's Recording
• Changing a Number's Name
• Change the Destination Number
• Edit a Caller ID

Porting Phone Numbers

• Port a Phone Number into CallRail
• Port a Number to CallRail from Google Voice
• Port a Phone Number Away from CallRail

Call Flow Builder

• Greeting Step
• Call Flow Builder Templates
• Responsive Routing
• Call Scheduling
• Dial Step
• Geo-Routing

Softphone

• Activating Softphone
• Answer Calls Using Softphone
• Outbound Calls Using Lead Center
• Troubleshooting Softphone & Lead Center
• Update Microphone Settings

Agency Management

• What is Account Center?
• Create a New Account in Account Center
• Managing Your Accounts with Account Center
• Requesting Access to Another Account
• Invite Third Party Payment
• Remove an Account from Account Center

User Management

• Inviting Users to Account Center
• Merging Your Logins for Account Center Access
• Adding Multiple Users to Account Center
• Create an Executive Administrator
• Editing and Removing Users in Account Center

White Label

• White Labeling Your CallRail Account
• Create a Custom Subdomain for White Label

Form Analytics

• Viewing Form Submissions in Google Analytics
• Form Submission Log
• Form Submissions Search

Managing Form Tracking

• Form Tracking Basics
• Custom Forms
• Styling a Form
• Embedding & Sharing Forms
• Form Submission Alerts
• Keyword Spotting for Form Submissions

Form Tracking Integrations

• Form Submission Goals in Google Analytics
• Form Conversions in Google Ads
• Form Conversions in Microsoft Advertising
• HubSpot Integration for Forms

Account Settings

• Your Account Number
• All Account Numbers
• CallRail's W-9
• Become HIPAA Compliant by Upgrading to a CallRail Healthcare Plan
• Account Security Tips
• Live Desktop Notifications

Billing & Invoices

• Update Credit Card Information
• Managing Your Pricing Plans
• How to Read Your CallRail Invoice
• Account Billing and Invoices
• Payment Failure Emails
• Customer Invoicing

Company Settings

• Call and Text Notifications
• Company Summary Emails
• Company Configurations
• Block Calls
• Integration Triggers
• How CallRail Prevents Call Spam

User Settings

• Users
• Managing Your Login Information

Google Local Search Resources

• Using CallRail with Google My Business (GMB)
• Using CallRail with Google Ads Location Extensions
• Using CallRail Tracking with Google Local Services Ads
• Google My Business Integration

Google Analytics

• Google Analytics Integration
• Adding Call Goals to Google Analytics
• Adding Text Message Goals to Google Analytics
• Troubleshoot Your Google Analytics Integration
• How to Grant CallRail Access to Your Google Analytics Account
• Define Custom Values for Google Analytics Integration

Google Ads

• Google Ads Lead Form Extension Integration
• Call Conversions in Google Ads
• Google Ads Integration
• Sending Call Values to Google Ads
• Google Ads Mobile Click-to-Call Integration
• Changing the Google Account Used for Your Google Ads Integration

Your CallRail Data in Google

• Tracking Visitors and Keywords with Google's Parallel Tracking
• Viewing Call Sources and Keywords in Google Analytics
• Verify Call Extension Phone Numbers in Google Ads

Google Marketing Platform

• Google Marketing Platform Integration

Google Data Studio

• Google Data Studio Integration

Online Marketing Management

• HubSpot Integration for Calls & Texts
• Marketo Integration
• Marin Integration
• Acquisio Integration
• Kenshoo Integration
• HubSpot Legacy Integration

Collaboration, Messaging, and Project Management

• Slack Integration
• Podio Integration
• Slack Integration (Legacy)

Product and Customer Engagement Analytics

• Kissmetrics Integration
• Mixpanel Integration

CRM

• Sending Call Leads as ADF files to Automotive CRMs
• Salesforce Integration
• PipelineDeals Integration
• Salesforce.com Legacy Integration

Social Media Advertising

• Facebook Integration

Web Development, Site Optimization, and A/B Testing

• Unbounce Integration
• Convert.com Experiments
• Install Call Tracking on your AMP Web Pages
• Optimizely Integration (Classic)
• Optimizely X Integration
• VWO Integration

Search Engine Advertising

• Microsoft Advertising Integration

Custom Integrations

• Custom Cookie Capture
• Zapier

Reports for Phone Calls

• Call Attribution
• Call Attribution Custom Report
• Call Log
• Call Log Custom Report
• Calls by Agent Custom Report
• Calls by Agent Report

Conversation Intelligence

• Call Highlights Custom Report
• Keywords Spotted Custom Report
• PCI Redaction
• Bulk Configure CallScribe and Keyword Spotting
• Bulk Configure CallScore
• Conversation Intelligence

Reports for Form Submissions

• Form Attribution Custom Report
• Form Submissions Custom Report
• Form Submissions by Form Custom Report
• Form Attribution

Reports for Text Messages

• Text Attribution Custom Report
• Text Conversations
• Text Conversations Custom Report
• Text Attribution
• Text Message Analytics

Cost per Lead Reporting

• Multi-Touch Cost per Lead Report
• Attribution Modeling
• ROI by Campaign Custom Report
• ROI by Source Custom Report
• Cost per Lead by Source Custom Report
• Add and Edit Sources for Cost per Lead Reporting

Measuring Campaigns

• CallRail's Optimized Tracking Template for PPC Ads
• Tracking Display Ads
• Adding Tracking Templates to Google Ads
• How to View Keyword Data for Microsoft Advertising Calls in CallRail
• Call & Text Conversions in Microsoft Advertising

Built-In Reports for Leads

• Leads Report
• Leads Custom Report
• Lead Attribution Report
• Lead Attribution by Campaign Custom Report
• Lead Attribution by Source Custom Report
• Save a Report as a PDF File

API

• API v3
• CallRail's API Documentation

Webhooks

• Webhooks

Getting Started

• Chat Center Basics
• Chat Tracking Basics

Chat Tracking Integrations

• Chat Conversions in Microsoft Advertising
• Tracking Chat Submission Goals in Google Analytics
• Chat Conversions in Google Ads