CallRail

Connecting CallRail to SegMetrics allows you to track both online and offline customer interactions, providing comprehensive insights into your marketing campaigns' performance. This integration helps you understand which campaigns drive phone calls and optimize your marketing strategies based on detailed ROI analysis.

Step 1: Generate an API Key in CallRail

1. Log in to your CallRail account
2. Click on your account name in the top right corner and select Account Settings
3. In the settings menu, select API Keys from the sidebar
4. Click Create API Key
5. Name your key something memorable, like "SegMetrics Integration"
6. Click Create and copy the generated API key

Step 2: Connect CallRail to SegMetrics

1. Log in to your SegMetrics account
2. Navigate to the Integrations section from the main dashboard
3. Find CallRail in the list of available integrations and select it
4. Complete the integration form:

• Name Your Integration: Enter a nickname (e.g., "CallRail")
• Account ID: Enter your CallRail account email
• API Key: Paste the API key you generated from CallRail

5. Click Connect CallRail

Step 3: Verify Data Synchronization

Once connected, SegMetrics will automatically:

• 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 for full-funnel view
• Analyze Campaign Performance: Show which campaigns drive the most valuable calls and clicks

To view CallRail leads specifically, filter by the URL path "/phonecall" in your SegMetrics reports.

Understanding Call Tracking

How CallRail Tracks Calls

CallRail tracks phone calls by assigning unique tracking numbers to different marketing campaigns or sources. When customers call these numbers, CallRail logs:

• Call source and campaign
• Call duration
• Call outcome
• Caller details

How SegMetrics Matches Call Data

SegMetrics imports call data from CallRail and matches it with existing marketing data by:

• Matching phone numbers between CallRail and your CRM contacts
• Providing attribution to show which campaigns drive calls and conversions
• Combining call data with click data for comprehensive customer journey tracking

Filtering CallRail Data

To view only CallRail leads in SegMetrics, use the URL path filter "/phonecall" in your reports and segments.

Benefits of the Integration

Comprehensive Analytics

See a complete picture of marketing performance including both online interactions (clicks) and offline interactions (calls).

Enhanced Attribution

Attribute calls to specific marketing campaigns, keywords, or ads to identify which strategies drive the most valuable leads.

Improved ROI Analysis

Calculate return on investment for marketing campaigns more accurately with detailed tracking and reporting.

Unified Reporting

Generate consolidated reports covering various aspects of marketing performance, making it easier to share insights with stakeholders.

Troubleshooting

API Key Issues

Problem: Can't find the API key section in CallRail Solution: Ensure you have admin permissions in your CallRail account. Contact your account admin if needed.

Data Synchronization

Problem: Calls aren't showing up in SegMetrics Solution:

• Verify the API key is correctly entered
• Check for connectivity issues
• Ensure your CallRail account has recent call data
• Initial synchronization can take a few minutes to an hour

Sync Timing

Problem: How long does data synchronization take? Solution: Initial data synchronization typically takes a few minutes to an hour depending on data volume. Subsequent updates are generally quicker.

Campaign Tracking

Problem: Want to track both clicks and calls from the same campaign Solution: SegMetrics automatically combines click and call data from the same campaign, providing a comprehensive view of marketing performance.

Next Steps

After connecting CallRail to SegMetrics:

1. Set up Dynamic Phone Numbers in CallRail for better tracking accuracy
2. Create segments in SegMetrics to analyze CallRail leads specifically
3. Build reports combining call and click data for comprehensive campaign analysis
4. Review attribution to optimize marketing spend based on call-driving campaigns

For additional support with segments and reporting, refer to our guide on Creating, Saving And Reporting On Segments In SegMetrics.

Need additional help? Contact our support team for personalized assistance with your CallRail integration.