CallRail accounts have always defaulted to neutral language and user experiences. As our company and data have grown, we have learned more about how our users "speak" about what is important to them. To better facilitate this, CallRail has created a new Industry setting. This setting, available to all CallRail accounts, will customize your CallRail experience based on the type of work your business does.
An industry can be selected when you create an account, and edited later in your company settings.
Before you begin
- This setting is available to all accounts, but can only be customized by account Admins and Managers.
- Because this setting affects the terms used in CallRail, your account experience might differ from the screenshots shown in our help center. Our support team can explain the differences further if you have questions.
- CallRail is continuing to add more industries to this setting, and the full list is subject ot change.
How an industry affects your account
Once an industry has been selected, you may notice the following changes.
Terminology changes
Words in your account will adjust to reflect terms used in your industry. For example, healthcare users might see "Patients" reflected instead of "customers."
Market insights
When viewing your market insights, you can compare data across other CallRail customers that share your industry. More information on this feature can be found in our Help Center.
Onboarding for Voice Assist and Business Profile
By seeing your industry, CallRail can better customize your onboarding when setting up your Business Profile. For example, if you are a company working in HVAC repair, CallRail will fill that in as a service offered.
Adding/Editing an Industry
When creating a new account
When you create an account, you select one of the following:
- A Google My Business profile
- Your company's website URL
- Your social media account
CallRail will look at this selection and pre-select an industry for you. Before creating your account, you will have the option to confirm this selection or choose a different industry.
Editing an existing account
If you want to edit your industry after creating your CallRail account, you can do so from the following pages:
- Your Company details
- Navigate from Settings >Workflow > Business profile > Company details.
- Your account's All Companies overview (for users with more than one company)
- Navigate from Account Settings > All companies.
From either of these pages, you will see an Industry drop-down that you can edit and save.