Form Tracking

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.

Form Tracking is a feature included in the base price of your account at no additional cost.

Use this article to learn how to:

  • Track web forms on your site using CallRail.
  • Configure your settings to exclude specific form fields from reports and notifications.
  • Set specific business hours for when you’d like to receive alerts.

Getting Started

Form Tracking relies on CallRail’s dynamic number insertion script to report your data back to CallRail. Before getting started with Form Tracking, you’ll need to:

Learn more about form analytics in CallRail.

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 activate Form Tracking.

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

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  2. Click Settings at the top of the page.

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  3. Select Form Tracking within the Tools list.

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  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.

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  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.

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

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Form Tracking Alerts

You can choose to receive an email alert when someone submits a form on your website. This email includes all of the contents of the form and a link to call your form lead back.

If you choose to call a customer back, this call will appear on your call log as an outbound call and will be billed accordingly.

  1. Choose the company where you'd like to receive form alerts.

    company_drop.png

  2. Click Settings at the top of the page.

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  3. Select Form Alerts on the left side of the page.

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  4. Click +Add Alert and select the user in your account who should receive an email when CallRail tracks a new form on your site. Once you pick your user, your changes will be automatically saved.

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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.

What kind of telephone numbers can receive Form Tracking alerts?

CallRail is able to send your form submission alerts to standard North American local and toll-free numbers. CallRail is not able to send alerts to telephone numbers outside the United States and Canada.

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

I have existing phone call and text message alerts in place. Can I keep those?

If you have call or text alerts for forms that you created prior to CallRail deprecating this feature, you'll still be able to edit and delete those alerts. Once a call or text alert is deleted, you'll only have the option to create email alerts going forward. However, the link to call a form lead back will still exist in the email alert you receive.

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