Form Tracking Basics

CallRail’s form tracking feature allows you to easily stay organized and on top of every form submitted to your website. Each time a customer fills out a form, we’ll capture the contents of that form and instantly alert you by phone call, text message, or email. This allows you to increase your lead conversion rate.

Before tracking your forms, you’ll need to install the JavaScript snippet on each every of your website where you’d like to track forms. This script is company-dependent in your account.

If you don't yet have a form on your website, you can build one using CallRail's form builder:

Create a form with CallRail's form builder

Set up Form Tracking

Each company in your account has its own setup for form tracking. Use these instructions for each company where you'd like to track forms.

  1. Choose the company where you’d like to track forms.

  2. Click Tracking at the top of the page.

  3. Select External Tracking in the left menu.

  4. Choose to capture forms on all pages, or choose to capture forms on only certain pages. For each page you’d like to track, click + Add Page.

  5. If there are certain fields in your form where you don’t want to collect information, you can add "Ignored Fields" to your settings. This will prevent these fields from showing in your CallRail reports and in any alert you receive. Click + Add Field, and enter the fields you'd like to exclude.

  6. Click Activate to start tracking existing forms on your website.

Correlating Forms with Keywords

Once your form tracking is set up in CallRail, there is an optional step you can complete to see your keyword data reporting alongside your forms. These keywords display on your Form Analytics dashboard, as well as in your customer's Form timeline.

Learn more about Form Analytics in this help article

In order for CallRail to capture this keyword data for your forms, you'll set up your third-party tracking templates to use the "keyword={keyword}" parameter (just like we recommend for your call tracking templates.

This help article outlines how to add this parameter to your Google Ads account.

FAQs

Why aren’t my forms showing in CallRail?

CallRail’s Form Tracking feature can detect any form that is submitted via HTML on your site. If you’re loading a form on a page using JavaScript, we recommend changing the form to use standard HTML so our dynamic number insertion script can pick up form data.

I have multiple forms on my page, and only want to capture data from one form. How do I exclude a form from being tracked in CallRail?

This is possible with the help of HTML markup. Check out our API docs on how you or a developer can set this up:

HTML Markup for Form Submissions

 

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