Add and Edit Sources for Cost per Lead Reporting

Add sources with manual spend amounts to your cost per lead reporting to track the return on investment for your marketing efforts in one, centralized report.

Use this article to learn how to: 

  • Add sources to your cost per lead reporting

Getting Started

Adding sources with manual spend amounts allows you to include other marketing efforts you're tracking inside CallRail to also display in your Multi-Touch Cost per Lead report alongside the automatic integrations. For example, if you'd like to see your CPL for a billboard tracking number or a Google Ads Mobile Click-to-Call source tracking number alongside the rest of your CPL reporting.

Check the Status of Automatic Sources

For automatic spend calculations, you can integrate the Multi-Touch Cost per Lead report with Google Ads, Bing Ads, and Facebook Ads. With these direct integrations, we will automatically pull in the spend for each ad and calculate your cost per lead.

Use these help articles to set up those direct integrations for CPL reporting:
CPL for Google Ads
CPL for Facebook Ads
CPL for Bing Ads 

The three automatic sources for the CPL report will show a current status as the first three rows of the CPL Sources table:  

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Automated means that your integration is currently active and pulling data into the CPL report.

Activate means that your integration is currently disabled. Follow the link to activate that integration. 

Fix Configuration means your integration is there is an issue with the setup of your integration. Follow the link to go to the integration page to fix your integration. 

Add a Manual Source to CPL Reporting

Use these instructions to add a source with a manual spend amount to your Multi-Touch CPL report:

  1. Click Settings at the top of the page.

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  2. Select CPL Sources under the Cost Per Lead section.

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  3. Click + Add Source Spend.

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  4. Select a source from the dropdown. This dropdown reflects the sources in your CallRail account, either tied to tracking numbers or form tracking.

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  5. Then enter the date range and spend amount for that source, so we can calculate your cost per lead as customers call that tracking number or submit a form.

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  6. Important: Add a new source line for each new date range that you're entering a manual spend amount for accurate cost per lead reporting. For example, the cost of an ad in December and the cost of the same ad in January.

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FAQs

Is there a difference between how manual sources and integrated sources are calculated in the cost per lead reporting?

Integrated sources (through Google Ads, Facebook, and Bing) are always associated with session-level data through keyword pools. That means, once a customer calls or submits a form we can attribute any first touches from those customers through the captured session data. Static source tracking numbers, such as the ones you put on a billboard, mailer, or mobile click-to-call ad can only capture starting at the Lead Creation touchpoint when a customer contacts your business. Therefore those sources will always capture the First Touch and the Lead Creation touch at the same time for those sources. For example, we can't know if someone Googled your business before they call a phone number on a billboard because that data isn't available to us. When a customer calls your billboard tracking number that would count as both their First Touch with your business and their Lead Creation Touch which made them known to you.

Read more about cost per lead attribution touchpoints and calculations.

Understand the differences between source tracking and session tracking.

Why are Mobile-Click-to-Call numbers not a part of the Google Ads integration for CPL?

Mobile Click-to-Call numbers are a single source tracking number instead of a keyword pool that's used in the Google Ads integration. Since it's a static number, we aren't able to capture session-level data through the Google Ads integration.

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