Microsoft Advertising Integration

CallRail makes it possible to track calls and form submissions as conversions in Microsoft Advertising. Once your integration is active, we’ll automatically report your Bing Paid calls and form fills to Microsoft Advertising as conversions.

Getting Started

Visit our pricing page for plan information on our Microsoft Advertising integration. CallRail’s integration with Microsoft Advertising requires:

- The JavaScript snippet installed on your website or landing page you're tracking
- Keyword-level tracking (this is only a requirement if you'd like your calls to report as conversions)
- Auto-tagging enabled within your Microsoft Advertising account 

Once your form submissions start sending to Microsoft, there can be up to a five-hour delay before you'll see your conversions appear on your Microsoft Advertising account dashboard.

If you manage more than one Microsoft Advertising account, you can use this help article to determine how to organize your Microsoft Advertising accounts.

Enable Microsoft Click ID Auto-Tagging for Keyword Tracking

Auto-tagging in Microsoft Advertising adds a unique click ID to your landing page URLs so when a customer navigates to your page via one of your paid ads, you can accurately track their source and other UTM parameters. Follow these steps in your Microsoft Advertising account to enable auto-tagging at the account level, so that your ads will automatically be tagged for conversion tracking.

Microsoft Advertising instructions for auto-tagging

  1. Click the gear icon and select Accounts & Billing.

  2. If you have multiple accounts, select an account from the drop-down list at the top of the page.

  3. On the Accounts tab, click the edit (pencil) icon.

  4. Next to Auto-tagging, select Add UTM tags to my landing page URLs.

  5. Choose to either replace all existing tags or instead keep the tags you already have and have Microsoft Advertising add any additional tags that are missing. The first option will remove any UTM tags you already have and add the UTM tags used for auto-tagging. The second option will include the auto-tagging tags to your existing tags.

  6. Click Save to apply your changes to your account.

Integrating with Microsoft Advertising

We recommend signing in to the email account associated with the Microsoft Advertising account you'd like to use first before setting up the CallRail integration to ensure the correct account is linked.

Follow the instructions below for each company you’d like to integrate with Microsoft Advertising.

  1. Choose the company you’d like to integrate with Microsoft Advertising.

  2. Click Settings at the top of the page.

  3. Select Microsoft Advertising from the list of Integrations.

  4. Sign into the Microsoft Advertising account you'd like to use and click Authorize. This will redirect you to Microsoft, where you will be asked to authorize CallRail to send data to your Microsoft Advertising account. Choose Yes to authorize CallRail’s access.

  5. Allowing CallRail access to your Microsoft Advertising customer account will move your integration into a "pending" state. Select the company in your customer account you’d like to use for this integration to take the integration out of pending.

  6. Click Activate. This creates your conversions in Microsoft Advertising and allows CallRail to report your new, incoming calls and/or forms as conversions. After this step, you should see "Phone Call" and "Form Capture" conversions in Microsoft Advertising.

    Read these help articles for more information on finding your call and form conversions in Microsoft Advertising:

    Viewing Call Conversions in Microsoft Advertising
    Viewing Form Conversions in Microsoft Advertising

Disabling Microsoft Advertising Integration

Disabling a company's integration will prevent conversions from reporting to Microsoft Advertising. We'll keep your credentials saved in case you'd like to re-activate your integration in the future.

  1. Choose the company whose integration you'd like to disable.

  2. Click Settings at the top of the page.

  3. Select Microsoft Advertising from the list of Integrations.

  4. Select Disable Integration on the right side of the page.

  5. Click Disable in the pop-up window to turn off your Microsoft Advertising integration.