Adding Organic CallRail

CallRail Organic Tracking

CallRail Organic Tracking

CallRail | Tracking Call conversions

CallRail is the service Virteom uses to track calls for both quality assurance and conversion tracking.

Create a New Account For a New Client

  1. Login to https://callrail.com/
    1. Using the credentials in 1Password, sign-in
  2. On the left of the screen you should see the Account profile, click into "My Account"
  3. Click "Account Settings"
  4. A new page should appear, to the left you should see two submenues (Manage and Companies). Click "All Companies" under "Companies"
  5. Click "Create Company"
  6. You should be prompted to insert "Company Name," "Time Zone," & "Primary Company Phone Number"
    1. Company Name will be the Company that you will be adding to Callrail
    2. Time Zone will be "(GMT-05:00) Eastern Time" unless instructed otherwise
    3. Primary Company Phone Number will be the phone number that appears on the site that you aim to track calls to.
  7. Click "Add Users"
  8. Only Dan Carbone needs to be selected, unless instructed otherwise.
  9. Click "Create Company"
  10. Click "Create Tracking Numbers"
  11. Turn on Call Recording
    • Call Recording does not need to be changed.
  12. Select the company you just created.
  13. The number will be used online
  14. On the website
  15. Tracking "Calls only"
  16. For "Call Forwarding" make sure you put the number that is on the site here.
  17. We want to track "Search" visitors from "Organic" search
  18.  Select a Local Number and change the name of the number to something along the lines of "Organic Referral"
  19. You should now have a tracking number set up.

Adding Call Tracking Number to a site

In the past there have been many methods to implement the CallRail number.

The three options that are utilized are as follows:

  1. Javascript snippet
    • This option is common, and will get the job done.
  2. Google Tag Manager
    • This option is newer to CallRail and (in the Author's opinion) is the best method and allows all embedded codes to be placed in one location
  3. Manual number change
    • This option is typically only seen on created landing pages, and is putting the number directly on the site.

To add the number to the site using method 3, you will have to go into the site and change all instances of the company's phone number to the CallRail Tracking number. This method is only reserved for Greatdealads sites and specific landing pages. This method is not the recommended approach for any other situation.

To add the number to the site using method 1 or 2 the process is very similar and only splits off towards the end.

Notes: For both methods no matter which method you choose to go with the supplied code is exactly the same.

  1. Click on "Settings" in the Left Navigation Bar
  2. Select the company you wish to create a number swap for.
  3. In the Top Navigation select "Integrations"
  4. Select the JavaScript Snippet or Google Tag Manager options
    • For the reader to note, I will be continuing as if JavaScript Snippet was selected.
  5. Copy the supplied code 

At this point you will have to continue with either Method 1 or Method 2

Method 1 - JavaScript Snippet

From this point you will need to open up the site and depending on the CMS (Wordpress or Rocketsites) the steps will differ, make sure you understand which CMS the Company utilizes for their site.

Rocketsites

  1. seek help

Wordpress

  1. Get to the Dashboard view of the Wordpress site
  2. Under "Appearance" navigate to "Customize"
  3. Once in the Customize menu of the site, click "Code"
  4. Make sure you paste the code in the body, so that it will be inserted immediately before the </body> tag or place the code in the body so that it is the last code to run.
  5. Publish the code for the site.

Method 2 - Google Tag Manager

  1. Make your way to Google Tag Manager.
  2. If a tag manager already exists for the Client
    • If not go to the Tag Manager Documentation.
  3. Add a new Tag and select the Custom HTML Option as the Tag Configuration
  4. Paste the copied code into the HTML box
  5. Add "All Pages" as the Trigger
  6. Rename the Tag to "CallRail" or something containing the phrase "CallRail"
  7. Click save and Publish the tag