How To Connect and Track CallRail In SegMetrics
Overview
In this guide, we'll walk you through the process of connecting SegMetrics to CallRail and tracking clicks effectively. This integration is crucial for digital marketers and agencies looking to get comprehensive insights into their marketing campaigns, combining both online and offline interactions.
Topics Covered
- Why Integrate SegMetrics with CallRail is beneficial
- Generating an API key in CallRail
- Connecting CallRail to SegMetrics
- Synchronizing and tracking data in SegMetrics
- How Call tracking works
- Benefits of the integration
- Additional resources
- FAQs and common troubleshooting tips
Why Integrate SegMetrics with CallRail?
Integrating SegMetrics with CallRail allows you to:
- Gain a holistic view of your marketing performance by combining call and click data.
- Improve attribution by understanding which campaigns drive phone calls.
- Optimize marketing strategies based on detailed insights and ROI analysis.
Step-by-Step Instructions
Generating an API Key in CallRail
To connect CallRail to SegMetrics, you need an API key from CallRail.
1. Log in to CallRail: Open CallRail and log in to your account.
2. Navigate to Account Settings: Click on your account name in the top right corner and select "Account Settings."
3. API Keys: In the settings menu, select "API Keys" from the sidebar.
4. Generate New API Key: Click on "Create API Key." Name your key something memorable, like "SegMetrics Integration," and then click "Create."
Connecting CallRail to SegMetrics
1. Log in to SegMetrics: Open SegMetrics and log in to your account.
2. Access Integrations: Navigate to the integrations section from the main dashboard.
3. Select CallRail: Find CallRail in the list of available integrations and select it.
4. Enter API Key: Paste the API key you generated from CallRail into the provided field and click "Connect."
SegMetrics will now start importing your call data from CallRail.
Synchronizing and Tracking Data in SegMetrics
Once connected, SegMetrics will:
- Import Call Data: Bring in call logs, caller details, and related metrics from CallRail.
- Track Calls and Clicks: Combine this data with your existing marketing data to provide a full-funnel view of customer interactions.
- Analyze Campaign Performance: Show which campaigns drive the most valuable calls and clicks, helping you optimize your marketing efforts.
Tracking Clicks and Calls
Call Tracking:
CallRail tracks phone calls by assigning unique tracking numbers to different marketing campaigns or sources. When a customer calls these numbers, CallRail logs details such as the call source, duration, and outcome.
SegMetrics imports this call data and matches it with your existing marketing data by matching up the phone number sent in from CallRail with the phone number associated with that particular contact in your CRM. This provides the ability to show which campaigns are driving calls and conversions
Click Tracking:
While CallRail primarily focuses on call tracking, SegMetrics can integrate with other tools and platforms to track clicks on your website or ads.
By combining click data from sources like Google Analytics, Facebook Ads, or other tracking tools with call data from CallRail, SegMetrics provides a comprehensive view of customer interactions and conversions.
If you want to see just CallRail leads you can filter by the url path of “/phonecall”
Benefits of the Integration
Comprehensive Analytics:
By integrating CallRail with SegMetrics, you can see a complete picture of how your marketing efforts are performing. This includes both online interactions (clicks) and offline interactions (calls).
Enhanced Attribution:
SegMetrics helps in attributing calls to specific marketing campaigns, keywords, or ads. This way, you can identify which strategies are driving the most valuable leads and conversions.
Improved ROI Analysis:
With detailed tracking and reporting, you can calculate the return on investment (ROI) for your marketing campaigns more accurately. This helps in optimizing your budget and strategy for better results.
Unified Reporting:
SegMetrics consolidates data from multiple sources, allowing you to generate unified reports that cover various aspects of your marketing performance. This makes it easier to share insights with stakeholders and make informed decisions.
Additional Resources
For more detailed instructions on related topics, check out our other support documents:
- Creating, Saving And Reporting On Segments In SegMetrics - Support - SegMetrics
-CallRail's API documentation – CallRail Help Center
FAQs and Common Troubleshooting Tips
Q: What if I can't find the API key section in CallRail?
A: Ensure you have the necessary permissions in your CallRail account to generate API keys. If you're not an admin, ask your account admin for access.
Q: How long does it take for data to sync between CallRail and SegMetrics?
A: Initial data synchronization can take a few minutes to an hour, depending on the volume of data. Subsequent updates are generally quicker.
Q: Why aren't my calls showing up in SegMetrics?
A: Check if the API key is correctly entered and that there are no connectivity issues. Ensure your CallRail account has recent call data.
Q: Can I track clicks and calls from the same campaign?
A: Yes, SegMetrics allows you to see both click and call data from the same campaign, giving you a comprehensive view of your marketing performance.
Integrating SegMetrics with CallRail is a powerful way to enhance your marketing analytics, providing valuable insights into both your online and offline interactions. By connecting SegMetrics to CallRail, you gain powerful insights into how your marketing efforts are translating into real-world interactions and conversions. This integration helps you track the customer journey more effectively and optimize your strategies for better outcomes. If you have any more questions, feel free to reach out to our support team.