**Note: If you haven’t set up the CallRail account yet, or need to setup DNI, head over to this training first
Last Updated on September 27, 2024
Google Analytics 4 Integration
Enable the GA4 Integration within CallRail
Navigate to the correct CallRail account (and company if there are multiple companies within the account) and go to “Integrations”. Add the “Google Analytics 4” integration. It will prompt for the client’s website. Type it in and it will try and auto populate with the measurement ID. If it doesn’t you will need to grab that from Google Analytics under “Data Streams”. It will also ask for an API Secret. You will get that under “Data Streams” -> “Measurement Protocol API secrets” – go ahead and name it “CallRail”.
Under “Interactions to send to Google Analytics 4” we will want calls enabled and set to “Send first-time calls and repeat calls as separate custom event types. Also enable SMS just in case the client gets SMS messages.
Import CallRail Custom Definitions and Conversions
There are a bunch of custom dimensions and metrics we want to add since GA4 tracks data differently than UA did. We used to manually have to add in all of these custom definitions but fortunately someone created a tool that makes it really simple to do.
- Open this sheet:
https://docs.google.com/spreadsheets/d/10YP50LjohHyBJydnlgtKxgl0qmGbBPpMKWPoCDJD7LE/edit#gid=0 - Replace the Property ID with the GA4 property we are wanting to import to. Note that this is asking for Property ID not Measurement ID. Property ID is found under “Property Settings”.
- Within the Sheet there is a custom menu called “CallRail GA4 Configurator”. Click on it and run all 3 options in the dropdown (1 at a time). Now if you go to GA4 and view the “Custom definitions” section you should see a bunch of custom dimensions. You should also see “first_time_phone_call” as a conversion under “Conversions”
Google Ads Integration
When integrating CallRail with Google Ads, keep in mind that it’s very easy to double-track conversions. After setting up the integration, you will need to set up an integration trigger. The key here is to NOT have CallRail sending all first-time calls to Google Ads as conversions while also tracking conversions with a “Calls from ads” conversion. When setting up your trigger (below), make sure you choose Option 1 OR Option 2 (not both).
The first thing you need to do, though, is set up the integration itself:
Google Ads Integration Setup
- Navigate to the correct CallRail account (and company if there are multiple companies within the account) and go to “Integrations”. Add the “Google Ads” integration. It will prompt you to log into the Google account associated with the Ads account you are trying to connect. Log into the Agency Google account. Then, select the client’s account Ads account from the dropdown.
- Under “Conversions”, make sure that “Create separate conversion actions for first-time callers and repeat callers” is selected
- Click Activate
Trigger Setup
- Set up “Calls from ads” conversion within Google Ads as normal (track it as a primary conversion)
- Set up the integration trigger in CallRail with the following settings:
- Number: Website Pool
- Call Type: First-Time Callers
- Minimum Duration: Greater than 60s
- Do not have “Calls from ads” as a primary conversion within your Google Ads account.
- Set up an integration in CallRail with the following settings:
- Number: All Numbers
- Call Type: First-Time Callers
- Minimum Duration: Greater than 60s