Overview

• Getting Started with Form Tracking and Call Tracking
• Getting Started with Call Tracking
• CallRail Videos
• Source Tracking Basics
• Visitor Tracking Basics
• The CallRail Glossary

Features

• Troubleshooting Call Recording
• Inbound Call Recording
• How to Qualify Leads in CallRail
• CallRail's Tools for Agencies
• Session-Level Call Attribution
• Tips for Our Real Estate Users

Dynamic Number Insertion

• How to Assess the Size of Your Website Pool
• Dynamic Number Insertion Overview
• Installing the JavaScript Snippet
• Installing CallRail's WordPress Plugin
• Install CallRail with Google Tag Manager
• Wix Integration

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

• Create a New Number
• Types of Call Tracking
• Create a Website Pool
• Create a Number for Print, TV, or Radio Ads
• Create a Number for a Google Ad Extension
• International Number Types

Managing Tracking Numbers

• CallRail and STIR/SHAKEN
• Adding your Tracking Number to a Yelp Listing
• Using Source-Level Tracking
• Replace a Phone Number
• Reactivating a Disabled Tracking Number
• Downloading a Call's Recording

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

• Custom Hold Music
• Assigning Call Flows to Tracking Numbers
• Bulk Configure Geo-Routing
• Keypad Entry
• Greeting Step
• Call Flow Builder Templates

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

• Chat Goals in 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

Google Ads

• Chat Conversions in Microsoft Ads
• Chat Conversions in Google Ads
• Google Ads Lead Form Extension Integration
• Call Conversions in Google Ads
• Google Ads Integration
• Sending Call Values to Google Ads

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

Overview

• The New Lead Center
• Lead Center Overview
• Premium Lead Center Features
• Transitioning to the new Lead Center
• Lead Center Agent Basics
• Granting Microphone Permissions in Your Web Browser

Routing Calls to Lead Center

• Creating a Lead Center Call Flow
• Routing a Tracking Number to Lead Center

Managing Agents and Teams

• Agent Permissions for Lead Center
• Creating a new Lead Center Agent
• Team View Statistics
• Setting your Agent Availability
• Team View in Lead Center
• Creating Teams in Lead Center

Handling Calls

• Monitoring Calls
• Transferring Calls
• Placing and Answering Calls in Lead Center

Handling Texts

• Multimedia Text Messaging in Lead Center (MMS)
• Quick Texts in Lead Center
• Sending and Accepting Text Messages in Lead Center

Handling Chats

• Setting up Chat
• Set your Chat Availability
• Handling Chats in Lead Center
• Chat Notifications

Lead Center Mobile App

• Lead Center Mobile App Notifications
• Phone calls in the Lead Center mobile app
• Lead Center Mobile App Overview
• Sending and Receiving Text Messages in Lead Center's Mobile App

Lead Center – Legacy Version

• Lead Center Basics
• Activating Softphone
• Answer Calls Using Softphone
• Text Messaging Basics
• Outbound Calls Using Softphone
• Quick Texts

Form Analytics

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

Managing Form Tracking

• Field Logic for Custom Forms
• Form Tracking Basics
• Custom Forms
• Styling a Form
• Embedding & Sharing Forms
• Form Submission Notifications

Form Tracking Integrations

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

Overview

• Conversation Intelligence

Automation Rules

• Automation Rules
• Key Terms Spotted Report
• Key Terms Spotted Custom Report
• Keyword Spotting (Retired)

Transcripts and Call Highlights

• Transcripts and Call Highlights
• Transcripts Search
• Call Highlights Report
• Call Highlights Custom Report
• PII Redaction
• Bulk Configure Transcripts

CallScore

• CallScore
• Bulk Configure CallScore
• Adding Call Values

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

Account Settings

• Updates to Starter and Pro Plans
• Account alerts
• Your Account Number
• All Account Numbers
• Live Desktop Notifications
• CallRail's W-9

Billing & Invoices

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

Company Settings

• Primary Company Phone Number
• Automated Responses
• Call and Text Notifications
• Company Summary Emails
• Company Configurations
• Block Calls

User Settings

• Users
• Managing Your Login Information

Online Marketing Management

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

Collaboration and Communication

• Slack Integration Notifications
• Slack Integration
• Slack Integration (Legacy)

Engagement Analytics

• Kissmetrics Integration
• Mixpanel Integration

CRM

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

Social Media Advertising

• Facebook Integration with Offline Events
• How Attribution Works in CallRail’s Facebook Integration
• Facebook Integration

Web Development and A/B Testing

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

Search Engine Advertising

• Troubleshooting Missing Keywords
• Microsoft Ads Integration

Custom Integrations

• Building a Custom Integration
• Magento Integration
• Pipedrive Integration
• Zoho Integration
• Podio Integration
• Custom Cookie Capture

Reports for Phone Calls

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

Reports for Form Submissions

• Forms by Tag
• Forms by Tag Custom Report
• Form Attribution Custom Report
• Form Submissions Custom Report
• Form Submissions by Form Custom Report
• Form Attribution

Reports for Text Messages

• Texts by Tag Custom Report
• 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

• CallRail's API Documentation

Webhooks

• Webhooks