CallRail Client Campaign Attribution Setup (Onboarding)

CallRail Client Campaign Attribution Setup (Onboarding)

1. 01

   Create a new company in CallRail and assign a dedicated tracking number

   In the CallRail dashboard, navigate to 'Companies' and click 'New Company'. Enter the client's business name and select a tracking number from the pool. Each client account starts at $50/month for 5 numbers and 250 minutes, so plan number allocation accordingly.

2. 02

   Configure call routing and recording rules

   Under the company's 'Settings', go to 'Call Routing' to set up forwarding to the client's main line. Enable 'Call Recording' and 'Call Transcription' in the 'Recording & Transcription' section to capture and analyze conversations.

3. 03

   Set up form tracking and attribution

   If the client uses web forms, install the CallRail JavaScript snippet on their site and enable 'Form Tracking' in the 'Tracking' tab. This captures form submissions and attributes them to campaigns, a feature included in the Lead Tracking Complete plan at $95/month.

4. 04

   Integrate with Google Ads and Microsoft Ads

   In 'Integrations', connect the client's Google Ads and Microsoft Ads accounts. This allows CallRail to automatically tag calls and form submissions with campaign, keyword, and ad group data, enabling multi-touch CPL reporting.

5. 05

   Enable AI transcription and sentiment analysis

   In the 'AI Features' section, turn on 'Call Summaries' and 'Sentiment Analysis' to extract buying signals and lead prioritization insights. These features are available on higher-tier plans and can be upsold to clients.

6. 06

   Create automation rules for lead alerts

   Go to 'Automation' and set up rules to send instant email or Slack notifications when a call matches high-intent keywords (e.g., 'price', 'book'). This helps clients respond faster to hot leads.

7. 07

   Build a monthly attribution report for the client

   Use CallRail's reporting dashboard to generate a cost-per-lead report by channel. Export the data and create a client-facing summary that shows which campaigns drive phone calls, texts, and form fills.