Assign a Campaign to a Source Tracker

You can assign a campaign to any of your source tracking numbers in CallRail. The campaign name is associated with all calls to that tracking number and can be used as a filtering option for that number in the CallRail call log.

Use this article to learn how to:

  • Assign a campaign to a source tracker
  • Find your campaign in the call log

Getting Started

This method for assigning a campaign to a number only works for source trackers inside of CallRail.

Once a campaign is set for a source tracker, it will appear in its own column in the call log and your reports. Call notification emails for your source tracker will also include the campaign information.

More information about Campaign-Level Tracking Numbers.

Assign a Campaign to a Source Tracker

  1. Choose the company where you'd like to add a campaign to a source tracker

    Company_Menu_copy2.png

  2. Click Numbers at the top of the page.

    Numbers.png

  3. Select Edit for the number where you'd like to add a campaign.
    Pencil_Icon.png

  4. Under 5. Other Options check the box for Campaign Name.

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  5. Enter a Campaign Name for your source tracker.

    Screen_Shot_2017-05-24_at_10.55.51_AM.png

  6. Click Save Number at the bottom of the page to save your source tracker campaign.

    Screen_Shot_2017-05-24_at_10.56.23_AM.png

Find Your Campaign in the Call Log

Once you have assigned a campaign to your source tracker, use these instructions to find the campaign in your call log.

  1. Click Activity at the top of the page.



  2. Click Table Settings

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  3. Click the check box for Campaign

    Screen_Shot_2017-05-24_at_12.54.37_PM.png

  4. Select All Filters.



  5. Click the Campaign filter.

    Screen_Shot_2017-05-23_at_4.37.26_PM.png

  6. Enter the name of your source tracker campaign.

    Screen_Shot_2017-05-24_at_11.10.22_AM.png

  7. Your source tracker campaign will appear in the campaign column of every call made to that number. 

    Screen_Shot_2017-05-24_at_1.07.40_PM.png

FAQs

Can I change the name of a campaign?

Yes, but the new campaign name will only appear for new calls. Old calls will appear under the old campaign name. 

Have more questions? Submit a request

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