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Getting Started

Overview

• CallRail Videos
• Getting Started: A Brief Guide
• The CallRail Glossary
• Intro to Call Tracking
• Source Tracking Basics
• Keyword Tracking Basics

See all 10 articles

Features

• Add Notes to a Phone Call
• Tips for Our Real Estate Users
• CallRail's Tools for Agencies
• Troubleshoot Form Tracking
• Edit a Caller ID
• Call Recording

See all 12 articles

Dynamic Number Insertion

• Enable the Contact Widget (Beta)
• Manually Test Dynamic Number Insertion
• Troubleshooting Dynamic Number Insertion
• Auto-Test Dynamic Number Insertion
• Dynamic Number Insertion Overview
• Installing Dynamic Number Insertion

See all 13 articles

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

Call Tracking

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

• Changing a Number's 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 20 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

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

See all 18 articles

Softphone

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

Agency Tools

Agency Management

• What is Account Center?
• Creating a New Account in Account Center
• Managing Your Accounts with Account Center
• Requesting Access to Another Account
• Remove an Account from Account Center

User Management

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

Customer Invoicing

• Stripe Integration
• Customer Invoicing

White Label

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

Form Tracking

Form Analytics

• Form Analytics
• Form Submissions Search

Managing Form Tracking

• Embedding & Sharing Forms (Beta)
• Styling a Form (Beta)
• Custom Forms (Beta)
• Duplicate Form Submissions
• Form Tracking Basics
• Form Submission Alerts

Account Management

Account Settings

• CallRail's W-9
• Changing Your Pricing Plan
• All Account Numbers
• Account Billing and Invoices
• Agents
• Your Account Number

See all 13 articles

Company Settings

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

User Settings

• Managing Your Login Information
• Managing Users

Google Integrations

Google Ads

• 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

See all 7 articles

Google Analytics - Universal & Classic

• 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)
• Adding Text Message 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
• Verify Call Extension Phone Numbers in Google Ads

Integrations

Essentials Integrations

• Slack Integration (Legacy)
• Facebook Integration
• Wix Integration
• Bing Ads Integration
• Slack Integration
• Zapier

See all 8 articles

Advanced Integrations

• HubSpot Integration
• Unbounce Integration
• Convert.com Experiments
• Kissmetrics Integration
• PipelineDeals Integration
• Mixpanel Integration

See all 8 articles

Premium Integrations

• Salesforce Integration
• Marketo Integration
• Google Marketing Platform Integration
• Marin Integration
• Custom Cookie Capture
• Optimizely Integration (Classic)

See all 10 articles

Campaigns and Reports

Cost per Lead Reporting

• Cost per Lead by Source Custom Report
• Add and Edit Sources for Cost per Lead Reporting
• Cost per Lead by Campaign Custom Report
• Set Up Bing Ads for Cost per Lead Reporting
• Set Up Facebook Ads for Cost per Lead Reporting
• Multi-Touch Cost per Lead Report

See all 7 articles

Measuring Campaigns

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

Reports

• Call Log
• New Call Log Q&A
• Form Submissions Custom Report
• Save a Custom Report as a PDF File
• Unique Callers Custom Report
• Voicemails Custom Report

See all 30 articles

Conversation Intelligence

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

See all 9 articles

API & Webhooks

API

• CallRail's API Documentation

Webhooks

• Webhooks