Setting Up a CallRail Account

CallRail uses Dynamic Number Insertion to be able to track exactly where your client’s calls are coming from. We use callrail to accurately track calls and attribute them to the right traffic source. CallRail is also beneficial for clients as you can enable call recording to verify the quality of call leads they are receiving.

Create & Manage Companies

Within a CallRail account, you can add multiple companies.  If a client has their own CallRail account they will most likely only need one “Company”.  Cases where I could see a company needing multiple “Companies” setup would be if they have different entities to their company or different websites and each website/entity needs to report data to different Analytics accounts.

If the MC is paying for the client’s call tracking then you will want to create a company under the MC’s account…

1. In CallRail navigate to the correct Account.
2. In the upper right hand side, click on the company drop-down and then select the “Account Settings” button.
3. Select “All Companies” and then select “Create Company”
4. Put in the Company Name and select the Time Zone.
5. Add Users: It will add all of the “Administrators” within the account to the company automatically.  Make sure you don’t add other client’s to this account.  If there happens to be a client for another account set as an admin you will need to go to the manage users section in settings and remove that person as an Admin and set them as a manager so that they don’t have access to all of the client’s accounts.
6. Create Company.
7. Once the company is created, you can go in and add the client to the account as a manager or lower so they can access all of the callrail data too.