Transition from source-level tracking to visitor-level tracking

Source-level call tracking allows you to create a unique tracking phone number for each marketing campaign you want to track. However, if you're looking to receive PPC keyword data for your calls, see visitor timelines for callers, or want to see your calls as conversions within Google Ads, you'll want to use visitor-level call tracking.

Getting started

Here are some of the key differences between source tracking and visitor tracking:

  Visitor Tracking Source Tracking

Dynamic Number Insertion

Google Analytics Integration

Google Ads Integration

Form Submissions

Text Messages

Visitor Timeline

Call Flow Builder

Email Notifications

Call Recording

Outbound Calling

Multi-Channel Attribution

Company Summary Emails

Changing to visitor tracking

Create a website pool for your account. This is a pool of at least four tracking numbers that swaps to provide session-level data for each visitor.

How to add a website pool to any company in your account.

Important note: swap precedence

Once your website pool has been created, you'll want to change the configuration of an existing source tracking number that is in the same company as the new website pool. Since the CallRail JavaScript code has swap precedence rules, you'll want to ensure that the source tracking numbers are not taking precedence over the website pools.

Learn more about CallRail's swap precedence rules for dynamic number insertion.

For example, if you have a source tracking number configured to track, "Google PPC," and a website pool to track "All Website Visitors," the source tracking number would take precedence over the website pool, and your calls would not show as conversions in Google Ads.

To ensure that source tracking numbers are not interfering with a website pool, you'll want to either deactivate the source tracking number(s) or change the configuration of the source tracking number so that it's not tracking the same campaigns as the website pool.

Here's how to deactivate a phone number.

Updating your source tracking number

Use these instructions to update your source tracking number so as not to interfere with your website pool.

  1. Click the Settings icon on the left navigation bar.

  2. Choose the company where you'd like to add the new tracking numbers.

  3. Click the Pencil icon for the tracking number you’d like to update to go to its main configuration page.

  4. On the next screen, click the Pencil icon in the upper-right of the Number Options menu.

  5. Under Tracking Sources, select Offline (or another source that does not interfere with the website pool) from the tracking source category.

  6. Select Save at the bottom of the section

Note: If you already have your company's JavaScript snippet installed on your website, you don't have to make any changes to that snippet when you add a website pool to your account. Any changes made in the same company in your account will be detected automatically by the JavaScript code installed for dynamic number insertion.

Learn more about the JavaScript snippet.

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