What should you do after creating your first tracking number in CallRail?

Here are some next steps you can take to ensure you get the most out of call tracking:

  1. Add users to your account
  2. Create call notification and summary emails for real-time alerts
  3. Integrate with Google Analytics to sync call data into your Analytics dashboard

Want to learn more about the ways CallRail tracks calls? Check out this blog post about single source vs. keyword tracking.

1. Add your team to your account

Add users to your account so your team or customers can dig up call data and reports related to their individual needs.

There are four different types of users in CallRail with varying account privileges:

  • Administrators have complete access to every company in your CallRail account. They are the only users with access to billing info.
  • Managers are assigned to select companies within your account and can manage all features for the companies they’ve been given access to.
  • Reporting users have limited access to the companies they’ve been assigned to. They can see call data and reports, and tag calls within their assigned companies, but they can’t create new tracking numbers.
  • Notification users receive email notifications for tracking numbers, as well as company summary emails. They won’t have login access to the CallRail account.

When creating user profiles, think about how much you want that person to see and whether you want them to make changes to your account.

For example, marketing agencies using CallRail for multiple companies might grant Manager access to customers. This gives their customer more flexibility within that company account while keeping their agency billing, branding, and account-wide settings secure.

A Reporting user is often designated for customer service or sales team members who need to interact with call data in real time but don’t need to create new tracking numbers for campaigns. And Notification users can be senior-level individuals, customers, or peripheral teams who are not managing day-to-day call activity but would still like to see the highlights.

Once a user has been created, you can always promote them to a different type of user later if they need more access.

Read this help article for more on how to create and manage users in your account.  

2. Stay in the loop with custom notifications

Create notifications for yourself or other users on your account to stay up to date on your CallRail activity. You can customize your notifications based on which alerts you want to receive, and how you want to receive them.

  • Create notifications by Company to receive alerts for a specific company in your account.
  • Choose Number to create notifications for specific tracking number(s).
  • Select an Interaction to filter the type of calls you’d like an alert for, including alerts for text messages to your tracking numbers.
  • Choose the Alert Type(s) to send alerts to a specific platform, including Email, Desktop, or Mobile notifications (using the CallRail mobile app).
  • Input tags into Filter by Tag to only be alerted about calls with a specific tag(s).
  • Choose whether to Filter by CallScore if you have that feature enabled in your account.

Here’s an example of a customized alert. In this example, the notification is for all tracking numbers and all calls that are tagged as an existing customer or an opportunity. Since CallScore is a part of this account, alerts are also filtered by calls marked as a Lead. These alerts will send to this user’s email and mobile app.

Administrators and Managers can create and edit notifications in any company they’re assigned to. You can create as many notifications as you’d like to get the visibility you need.

Read this help article to learn how to create and customize notifications in your account.

Create summary emails for less frequent, higher-level notifications on your CallRail activity. Here’s an example of a customized summary email, where the user will receive weekly emails of summary statistics and top sources for calls, filtered by Lead status.

Read this help article if you’re looking to learn more about how to create company summary emails in your account.

3. Connect calls with Google Analytics

Integrate with Google Analytics so that every time someone calls your tracking number, that call appears on your Analytics dashboard alongside other visitor events. Adding calls gives you a complete view of conversions for reporting, so you can better see how your campaigns are working (or not working). Customize your call data in Analytics by setting up goals for calls and tracking them as conversions, creating advanced segments for “callers,” and assigning phone calls as a stage in your multi-channel conversion funnel.

Read this help article if you’re looking to learn more about how to integrate your CallRail account with Google Analytics.

Is there anything else you should do?

Now that your CallRail account is ready to go, consider creating more tracking numbers to track a single source for a campaign or a keyword pool of tracking numbers to view user-level data like the keywords used to find your business.

Are you ready to boost your marketing with call tracking? Start your free 14-day trial today.

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