You may have noticed a few changes within CallRail since the last time you logged into your account. We’ve been listening to your feedback and have made these updates after hearing about the things you value most.

Navigation Changes:

To easily find what you’re looking for, we’ve added text to each of the navigational buttons at the top of your screen. Your dashboard and incoming calls will be available via the “Activity” button at the top of the page. If you’re looking to see a dashboard for a specific company, or for a specific number within a company, these drop-down menus are now available on the right-hand side of the page. We’ve also changed the accessibility to the filters that are available. You’re now able to access your call filters by selecting the “More Filters” link within the secondary navigation bar. Alternatively, select, “Fewer Filters” to hide the additional filter options.

Reporting Changes:

With the new interface changes, a CSV file of your call logs will now be available right from the dashboard. To access your “Export Call Log” report, just click, “Export Calls” right above your line graphs. In addition to the “Export Calls” report, we’ve now segmented your reporting in two sections– Acquisition and Behavior. The new reporting dashboard is available by selecting, “Reports” at the top of your page. The power of these two reporting fields combined will help you make decisions that are best for your business, including where to invest your time and resources, all according to the performance of your call campaigns.

The reports available in the Acquisition section will give insight to which campaigns are performing best and driving the most calls to your business. This includes your peak call times, keywords that are most effectively driving traffic to your website (if you’re using keyword-level tracking), and even a new report, Call Attribution. image2The Call Attribution report will include a pie chart that illustrates which of your call campaigns are receiving the most amount of traffic. Below the pie chart, you’re able to view more details on your campaigns, including the total amount of calls received by a tracking number, how many first-time callers dialed your business, and the average duration of those calls.

The reports available in the Behavior section will help decipher when and how your calls are being handled. This includes your peak calls times to ensure your team is readily available for calls, and how many calls are being missed during peak calling hours.

Product Updates & Customer Support:

We want to ensure that you’re always up-to-date with any changes and improvements we’ve made to CallRail. To keep you in the loop, we’ve added a page to the “My Account” drop-down menu called Product Updates. This mini-blog will detail all new features and integrations we’ve released. We’ve also moved our Support access to the “My Account” menu as well. Simply click the link, “Help” to access our full library of documentation. If you prefer to contact a member of our support team with your questions, you’ll select, “Contact Customer Support” from the top of our documentation page.

We’re updating all of our documentation to reflect these improvements. As always, we welcome any feedback you may have. Happy calling!

  • Looks great guys! At first I was like…. “Oh they better not have removed the ‘usage by company’ report” lol, but after some digging I found it 🙂 Keep up the great work.

    • Thanks Brian! Glad to hear you like the new update, and hopefully the new location for the report makes sense, albeit being in a different location from before.

  • Are ‘First-Time Callers’ the same as what were considered unique callers before?

    • Hey Chris Karnes, I wouldn’t classify them as the same. “Unique Callers” group the calls by caller, based on the time period, but isn’t filtering based on whether it’s their 1st or 15th call. Where as “First Time Caller” is focusing on exactly just that, the list of callers who’ve called for the first time. I hope this helps.

      • Mike Gardo

        Is there still a Unique Callers report? I don’t see a filter option for it.

        • @Mike Gardo, there is. If you have multiple companies in your account, you have to change from the “All Companies” context, and pick one of your companies to view their unique callers.

          Once a specific company is selected, there will be more options under the Activity > Calls section (as seen in the photo), and in the dropdown you’ll find the Unique Callers log.

  • Spring Advertising Co

    thanks for the new color graphics, easier to get the full impact of what we are trying to accomplish-phone calls- accros to our customers

  • William Brice King

    hey guys, updates look good but one thing is a little more difficult. Quickly adding notification for other people. Any way to get notifications back under the call flow or under the “notifications” area on the settings (which would be preferred). Right now, there are a ton of steps to send notifications to more than one person. Often, I’ll send notifications to the business owner and myself to keep track of the calls until I know they are taking care of the referrals i’m sending. Thanks!

    • Hey @William Brice King, sorry for the added difficulty. The good news is that we’ve actually been digging into this situation for a bit now, and will be launching soon, and hope you like it.

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