Getting to Know CallRail

Overview

• Getting Started: A Five-Minute Guide
• Types of Call Tracking
• Source Tracking Overview
• Keyword Tracking Overview

Call Features

• Call Tags
• Call Recording
• Whisper Message

Call Flow Steps

• Greeting
• Fallback Dial Step
• Simulcall
• Voicemail

How To

Add New Numbers

• Create Numbers for Campaign-Level Tracking
• Create a Keyword Tracker
• Create a Number for Google Ad Extension
• Create a New Number

Account Management

• Reset Password
• Close My Account
• Change the Time Zone
• Block Calls
• Add a New User

Edit Tracking Numbers

• Move Phone Numbers Between Companies
• Send Email Notifications
• Disable a Phone Number
• Change the Swap Target
• Change the Destination Number

Managing Companies

• Create a New Company
• Edit Company Name

How To

• Download Call Reports
• Find a Call URL
• Track Bing/Yahoo Ads
• Troubleshoot Keyword Trackers

Google Analytics & AdWords

Google AdWords

• Google AdWords Manual Conversion Import
• Google AdWords Integration

Google Analytics - Universal

• Google Analytics Overview
• Viewing Call Sources and Keywords in Google Analytics
• Viewing Calls in Google Analytics (Universal)
• Adding Call Goals to Google Analytics (Universal)
• Setting a Goal for First Time Callers (Universal)

Google Analytics - Classic

• Viewing Calls in Google Analytics (Classic)
• Adding Call Goals to Google Analytics (Classic)
• Setting a Goal for First Time Callers (Classic)

Integrations

Website Integration

• Install CallRail with Google Tag Manager
• Dynamic Number Insertion Overview
• Installing Dynamic Number Insertion
• How to Test Dynamic Number Insertion
• Swapping Phone Numbers in Images
• DNI Swap Precedence Rules

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External Integrations

• Convert.com Experiments
• Push Notifications
• KISSmetrics
• Webhooks
• Salesforce.com Integration

Number Portability, White Labeling, & API

Porting Phone Numbers

• Port a Phone Number In To CallRail
• Port a Phone Number Away From CallRail

White Label

• What is White Labeling?
• Enable White Labeling On Your Account
• Custom White Label Domain Setup

API

• Making an API request with Postman
• Getting Started
• API V1 Methods
• API V1 - Companies
• API V1 - Sources
• API V1 - Calls

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