CallRail’s form tracking product helps you stay organized and on top of every form submitted to your website. Each time a customer fills out a form, we’ll capture its contents and instantly alert you by phone call, text message, or email so you can increase your lead conversion rate.
In addition to defining a few basic terms, use this article to learn how to:
- Create a CallRail account.
- Install your JavaScript snippet.
- Set up your first form.
- Enable integrations with your lead sources.
- Test your setup.
Getting Started
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.
Install your JavaScript snippet
To track forms with CallRail, you'll need to enable form tracking and install the JavaScript snippet. Placing our JavaScript snippet on your website lets us get valuable attribution information for you on the customers who either call your tracking numbers or submit a form on your website.
You can install the Javascript snippet manually or through platforms like Google Tag Manager or WordPress. For full instructions, see our help article on installing the JavaScript snippet.
Set up your first form
Custom forms
You can 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. This will also give you more flexibility for reporting on your forms in CallRail. For more information, check out our custom forms article.
External forms
Each company in your account has its own setup for external form tracking. If you have an existing form outside of CallRail, you can integrate it into your activity dashboard by following the steps in our Set up external form tracking article.
Integrate with your cost-per-lead sources
Your business may use several other platforms to manage your ad campaigns. Google Ads, Microsoft Advertising, and Facebook sync 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 with our multi-touch cost-per-lead report help article.
The help articles on our Google Ads integration, Microsoft Advertising integration, and Facebook integration explain the steps to integrate those platforms with your new CallRail account.
Correlating forms with keywords
Once your form tracking is set up in CallRail, you can complete an optional step to see your keyword data reporting alongside your forms. These keywords are displayed on your Form Activity dashboard and in your customer's timeline.
Learn more about form analytics in this help article.
In order for CallRail to capture this keyword data for your forms, you'll set up your third-party tracking templates to use the "keyword={keyword}" parameter (just like we recommend for your call tracking templates).
This help article outlines how to add this parameter to your Google Ads account.
Test your setup
To confirm that your form submissions will display correctly, we recommend making a test submission. Fill out your form with information that you can identify as a test case, and you should see it on your activity dashboard afterward.
Set up notifications
You can receive email notifications when a potential lead submits a form on your website. These notifications include each field your customer completed on your form and the marketing campaign information for that customer.
Check out our form submissions notifications article for setup instructions.
FAQs
Why aren’t my form submissions showing in CallRail?
If you're using external form tracking, use this help article to troubleshoot your form tracking setup.
I have multiple forms on one page and want to capture data from only one form. How do I exclude a form from being tracked in CallRail?
You can exclude a form from being tracked with the help of HTML markup. Check out our API docs to learn how you or a developer can set this up.
Can I track multi-page forms?
Unfortunately, not at this time. We receive form submissions on a per-page basis, and multi-page forms aren't submitted fully for each page.
Can form tracking support HIPAA compliance?
Our form tracking supports HIPAA compliance using the same policies as our call tracking. However, a particular setup is required to ensure that your account is in our system as a HIPAA account.
How to transition your account to HIPAA compliant.
Can I block certain form submissions?
Any unwanted form submission can be marked as spam. Using the Mark as Spam button for form submissions in the current billing cycle will remove the form submission from your log, your reports, and billing.
To help prevent spam, we also suggest adding a reCaptcha to your form.