Setting Up Call Rail in 7 Easy Steps + 3 Advanced Tips for Best Use

Step 1: Sign Up and Log In to CallRail

• Go to the CallRail website.
• Sign up for an account if you don't have one already.
• Log in to your CallRail account.
• After logging in, click on the "Account" icon in the top right corner.
• Select "Companies" from the dropdown menu.
• Click on the "Add Company" button.
• Enter the required information about your company and click "Create Company".

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Step 2: Installing the CallRail Snippet Code onto Your Website

• Go to the Integrations Tab
• Click on the JavaScript Snippet 

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• Copy the CallRail DNI script provided by CallRail.
• Configure Google Tag Manager
• Log in to your Google Tag Manager account.
• Select the container for your website.
• Click "Tags" in the left-hand menu.
• Click "New" and name your tag (e.g., "CallRail DNI").
• Click "Tag Configuration" and select "Custom HTML".
• Paste the CallRail DNI script into the HTML field.
• Set a trigger to fire on "All Pages".
• Click "Save".
• Make sure to publish the changes. 

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Step 3: Set Up Tracking Numbers

• Navigate to the "Numbers" tab on the left sidebar.

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• Click "Add Tracking Number".

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• Choose "Online" for the tracking source.
• Select the company you created earlier.
• Follow the prompts to set up the tracking number. You'll need to:
  • Choose a phone number.
  • Select "Website" as the call source.
  • Choose "Google Ads" for the tracking purpose.
  • Configure the destination number (where calls will be forwarded).

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Step 4: Integrate CallRail with Google Ads

• In CallRail, go to the "Integrations" tab on the left sidebar.
• Click "Google Ads".

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• Follow the instructions to connect your Google Ads account:
• Click "Connect" and log in to your Google Ads account.
• Grant CallRail the necessary permissions to access your Google Ads data.

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Step 5: Configure CallRail's Google Ads Integration

• Once connected, go to the "Google Ads Settings" within the CallRail integration page.
• Check off if you want to track both phone calls and form fills and how you want to track repeat phone callers some text
  • We recommend creating two separate conversion actions for first time and repeat callers

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• The next step is to assign when we want the conversion values to be sent back to Google Adssome text
  • For many businesses, it may be difficult to assign a specific value to each call immediately, so CallRail allows you to delay when the conversion data is sent to Google Ads. 

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Step 6: Verify the Setup

After setting up DNI with Google Tag Manager, visit your website using different browsers and devices to ensure the tracking number is being displayed correctly.

Make a test call to the tracking number to verify that the call is logged in CallRail and attributed to the correct Google Ads campaign.

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Three additional optimizations to be done to a new account:

1. Create Tags on CallRail as a way to categorize the types of calls that come into your call system

• Navigate to workflows, and under manage-tags, you can add different types of calls you categorized custom-fit for your business.

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2. For every phone call that comes in we should scoring, the quality, the tag, & the value it brought to our business. 

• If you open up the specific phone call, you will see all the customer data of name, phone number, their location, and how they found your business. 
• By adding the Value in the field below, you will send that information directly to Google Ads.

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3. You can set a minimum duration on the calls before they fire a conversion. 

• Under the Integrations Triggers tab, you can manage that for each phone number in the screenshot below. 

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