Set Up External Form Tracking

If you have an existing form outside of CallRail, you can set up external form tracking so you can capture and follow up with customers as soon as they submit a form to your website.

Getting Started

To track forms with CallRail, you'll need to enable form tracking and install the JavaScript Snippet.

Learn more about Form Tracking.

Enable External Form Tracking

Before you can start tracking external forms, you must enable external form tracking in your CallRail account. Use these instructions to enable external form tracking.

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

  2. Choose the company where you’d like to track external forms.

  3. Choose External Forms from the Forms & Chats header on the left.

  4. Slide the toggle ON to enable external form tracking.

Track Existing Forms 

Each company in your account has its own setup for external form tracking. Use these instructions for each company where you'd like to track a form you've created outside of CallRail.

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

  2. Choose the company where you’d like to track forms.

  3. Choose External Forms from the Forms & Chats header on the left.

  4. Choose to capture forms on all pages, or choose to capture forms on only certain pages. For each page, you’d like to track, click + Add Page. Be sure to include the domain for the URLs you enter here (for example, you'll want to enter "example.com/contact" instead of "/contact").

  5. Decide if you'd like to exclude form submissions from certain sources from capture. Form submissions can be captured from all visitors, visitors from PPC searches or visitors sourced from Google Ads. 

  6. If there are certain fields in your form where you don’t want to collect information, you can add "Ignored Fields" to your settings. This will prevent these fields from showing in your CallRail reports and in any alert you receive. Click + Add Field and enter the fields you'd like to exclude.

  7. Click Save to start tracking existing forms on your website.

FAQs

What form providers are compatible with external form tracking?
External form tracking is compatible with many form providers, including:

- AWeber.
- ASPnet.
- Caldera Forms.
- Contact Form 7.
- DiViBuilder.
- Drupal.
- Elementor.
- Formidable.
- Gravity Forms.
- HubSpot Forms.
- Instapage.
- MailChimp.
- MailChimp for Wordpress.
- Salesforce.
- Unbounce.
- WP Forms.
However, it is currently unavailable for some providers, such as Typeform, and for forms hosted in an iFrame or on a URL separate from where the swap script is installed. If you’re uncertain if your form provider is compatible with external form tracking, please contact support. If your current form provider is not supported but you wish to track form submissions with CallRail, consider creating a custom form.

Why aren’t my forms showing in CallRail?
You can use this help article to troubleshoot your external form tracking setup. 

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. 

Adding reCAPTCHA to an HTML-Only Form.

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