Text Attribution

The Text Attribution report provides insight into the sources and interactions that are driving traffic and generating text messages.

Getting Started

This report is available at the account-level for an entire account and at the company-level for individual sub-accounts. Admin users will be able to access this report for an entire account. Texts can only be filtered by source and date range.

Only local U.S. and Canadian tracking numbers are able to send and receive text messages and view text attribution reports.

More information about sending and receiving text messages in CallRail

Text Attribution Overview

Use these instructions to access your Text Attribution report for a specific company.

  1. Choose the company whose Text Attribution report you'd like to view.
  2. Select Reports at the top of the page.
  3. Select Text Attribution under Acquisition in the menu to the left.
  4. View and interact with your Text Attribution report.

  5. The columns below the pie chart illustrate which sources and campaigns are bringing text messages into your business.

    - The Source column shows the name of your campaign as it's configured within your account.

    - The Total Text Conversations column shows the total number of conversations that have come from this source.

    - The Total Messages column shows the total number of messages that have come from this source.

    - The First Time Conversations column shows the number of first-time conversations that have come from this source.

  6. Select the links in the Total Text Conversations or First Time Conversations column to view a log of all text messages that fall into either category. These links are available for any company's Text Attribution report.

Sorting Report Data

Group your reporting data by source and interaction to see a granular breakdown of the types of text messages you receive.

  1. Select the Source drop-down menu at the top of the page to see specific campaign information in your Text Attribution report.
  2. Choose the All Interactions drop-down menu to view a specific interaction for your campaign attribution selected in the first drop-down menu in step one above.

    - Select First Interaction to see first-time visitors to your website.

    - Select Last Interaction to see last visited by your website visitors.

    - Select All Interactions to see an overview of your website traffic.

  3. The graph will update according to the source and interaction you choose. Hover over the pie chart to see a breakdown of total texts vs. first-time texts.


Filtering Report Data

Apply filters to your reporting data to find callers that fit specific criteria. Some filters do not apply to specific reports and will be automatically disabled in the filter panel. For example, call “Direction” and “Answer Status” do not apply to the Form Attribution report and cannot be selected as filters.

Learn more about using activity and report filters in this help article.

Export and Print Report

You can export data from your Text Attribution report to a PDF or CSV file.

  1. Select Export from beneath the Text Attribution graph. Choose Print to send a copy of the report to your printer. Choose CSV to download a CSV file of your attribution report with the current filters and grouping applied.