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Getting Started

Overview

• Getting Started: A Five-Minute Guide
• The CallRail Glossary
• Intro to Call Tracking
• Source Tracking Basics
• Keyword Tracking Basics
• International Call Tracking

See all 9 articles

Features

• Agency Tools
• Troubleshoot Form Tracking
• Edit a Caller ID
• Call Recording
• Call Monitoring
• Form Tracking

See all 11 articles

Conversation Intelligence

• Bulk Configure CallScribe and Keyword Spotting
• Bulk Configure CallScore
• Conversation Intelligence
• CallScribe Search
• Adding Call Values
• CallScribe and Call Highlights

See all 8 articles

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

Tracking Numbers

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

See all 15 articles

Managing Tracking Numbers

• Change the Number Name
• Change the Destination Number
• Choosing an Incoming Caller ID
• Assign a Campaign to a Source Tracking Number
• Edit Call Routing Settings
• Uploading and Recording Greetings

See all 19 articles

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

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

See all 18 articles

Lead Center

Overview

• Lead Center Basics

Softphone

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

Text Messaging

• Text Messaging Basics
• Quick Texts

Account Management

Account Settings

• All Account Numbers
• Referral Program
• Account Billing and Invoices
• Agents
• Your Account Number
• Close My Account

See all 13 articles

Company Settings

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

See all 7 articles

User Settings

• Managing Your Login Information
• Managing Users

Account Center

• Managing Your Accounts with Account Center
• Creating a New Account in Account Center
• Merging Your Logins for Account Center Access
• Inviting Users to Account Center
• Requesting Access to Another Account
• Remove an Account from Account Center

White Label

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

Google Integrations

Google AdWords

• Sending Call Values to Google Ads
• Google Ads Integration
• Changing the Google Account Used for Your Google Ads Integration
• Google Ads Automatic Conversion Import
• Troubleshoot Your Google Ads Integration
• Google Ads Manual Conversion Import

Google Analytics - Universal & Classic

• Troubleshoot Your Google Analytics Integration
• Google Analytics Integration
• How to Grant CallRail Access to Your Google Analytics Account
• Adding Call Goals to Google Analytics (Universal)
• Adding Text Message Goals to Google Analytics (Universal)
• Adding Call Goals to Google Analytics (Classic)

See all 7 articles

Google Data Studio

• Google Data Studio Integration

Your CallRail Data in Google

• Tracking Visitors and Keywords with Google's Parallel Tracking
• Viewing Call Sources and Keywords in Google Analytics
• Creating Tracking Templates in Google Ads to See Keyword Data in CallRail
• Verify Call Extension Phone Numbers in Google Ads

Integrations

Dynamic Number Insertion

• Manually Test Dynamic Number Insertion
• Troubleshooting Dynamic Number Insertion
• Auto-Test Dynamic Number Insertion
• Dynamic Number Insertion Overview
• Installing Dynamic Number Insertion
• Testing Dynamic Number Insertion

See all 12 articles

External Integrations

• Bing Ads Integration
• Wix Integration
• Install Call Tracking on your AMP Web Pages
• Optimizely X Integration
• Podio Integration
• Unbounce Integration

See all 18 articles

Premium Integrations

• HubSpot Legacy Integration
• Google Marketing Platform Integration
• Premium Integrations
• Acquisio Integration
• HubSpot Integration
• Marin Integration

See all 10 articles

Campaigns and Reports

Measuring Campaigns

• Adding Tracking Parameters to your URLs
• Tracking Display Ads
• How to View Keyword Data for Bing Ads Calls in CallRail
• Track Yahoo and Bing Ads

Reports

• Form Submissions by Forms Custom Report (Beta)
• Cost per Lead Custom Report (Beta)
• Set Up Bing Ads for Cost per Lead Reporting
• Call Log Custom Report (Beta)
• Set Up Facebook Ads for Cost per Lead Reporting
• Calls by Number (Beta)

See all 30 articles

API & Webhooks

API

• CallRail's API Documentation

Webhooks

• Webhooks