First time here? In less than 10 minutes, you can have all the tools set up to start seeing what sources are bringing quality leads to your business.
In addition to defining a few basic terms, use this article to learn how to:
- Create a CallRail account
- Create your first tracking phone number
- Set up your first form
- Enable integrations with your lead sources
- Test your setup
To use CallRail, you'll need an account. If you don't have an account already, here's how to set one up:
- Go to https://www.callrail.com/pricing/.
- Click to start your 14-day free trial of Form Tracking, and fill out the form with your information.
- We'll automatically log you in so you can get started.
Create Your First Tracking Phone Number
Numbers can be made for many purposes, as seen in our Create a New Number help article. For online campaign tracking, you can use our dynamic number insertion to automatically swap tracking numbers with the phone numbers present on your website.
Whether you want to create a number to use in a PPC campaign or in a print ad, going through the setup wizard’s quick questions will have you set up for any situation!
Learn more about Dynamic Number Insertion.
Set Up Your First Form
CallRail can track form submissions from customers on your website with the same powerful attribution we provide for phone calls.
If you have an existing form outside of CallRail, it can be integrated into your activity dashboard by following the steps in our Set Up External Form Tracking help article.
You can also create a custom form within CallRail itself, where you can tailor the content and appearance to fit your business’s needs and embed your new form on your website. For more information, check out the following help article on Custom Forms.
Integrate with Your Cost-Per-Lead Sources
There are plenty of other platforms your business may use to manage your ad campaigns. Google Ads, Microsoft Advertising, and Facebook sync up seamlessly using our native integrations. CallRail integrates with these popular ad platforms so you can see how your ads perform in a single dashboard.
Our Multi-Touch Cost per Lead reporting provides in-depth data on which of your ads and campaigns give you the most for their cost. Get more information on this powerful feature on our Multi-Touch Cost Per Lead Report help article.
The help articles on our Google Ads integration, Microsoft Advertising integration, and Facebook integration explains the steps you can take to get those platforms integrated with your new CallRail account.
Test Your Setup
To confirm everything works as expected, we recommend placing a test call to the tracking number you just created. To do this, use a phone that is different than your destination phone number, such as your cell phone.
You can also ensure that your form submissions will display correctly by making a test submission yourself. Fill out your form with information that you'll be able to identify as a test case, and you should see it on your activity dashboard afterward.