Overview: CallRail Query Builder

With CallRail Query Builder you can create Custom Metrics using additional Metric options and/or adding additional Dimensions and Filters. In this article, we will outline the basics of the CallRail Query Builder functionality and work through an example based on one specific use case.

IN THIS ARTICLE

1. Custom Query Overview

A
  Custom Query Name (required) : In this field you can create a custom name for your Custom Metric. This name will then be the metric title in the Designer tool after saving the query.
B
  Metric (required): Select a Metric from your connected CallRail account, such as Total Calls, Leads or First Time Callers. This Metric can be used in conjunction with dimensions in the next step.
C
  Dimensions (optional) The dimensions parameter breaks down metrics by common criteria, such as  Keyword or Source. The metric output is then recategorized based on the selected dimension value. You can insert the word "by" before the dimension to create the title (i.e., "First Time Callers by Source").

If a query has no dimension selected as a parameter, the returned metric will provide aggregate values, such as overall Total Calls in the given date.
D
  Date range (required) To display in the most optimal way, you will need to choose time intervals. Click on the Date range field and select the intervals (up to 8) that you want as options when you pull this into the databoard.
E
 Compare With (optional) : Select a date range to compare your previously selected interval to. This date range will be used for "previous line" on line and bar charts, and for calculating percent change. Options are: None, Previous period and Same period last year.
F
  Filter by (optional) : You can filter results by selecting a specific Field or Condition. Filters can be combined using  AND. Filtered queries restrict the rows that are included or excluded in the result. Each row in the result is tested against the filter. If the filter matches, the row is retained. If it doesn't match, the row is dropped.

When you click on the  Value field of the filter, a drop down of selections will appear based on the dimension/ metric parameter you have selected.

2. Results

The " Data Preview" allows you to see all values that we're pulling in for the query you have created. At the bottom, you can find the total values bolded. To see data previews for different date ranges, click on the different tabs at the top of the preview.

3. Example

In this example we'll go through one basic use case that highlights how to use the Query Builder to access CallRail data.

We want to track how Total Calls broken out by Source of the call but only for one specific company, named "Marketing Agency":

1
 First create a N ame for the custom query. For this example, we will name it "Total Calls by Source (Marketing Agency)".
2
  Select the high level M etric that you want to track. In this case, we want to see   Total Calls so we search and select it from the dropdown menu.

3
 Because we want to split the results up based on the source, we need to add a D imension parameter. In this case, it will be Source.
4
    There are a lot of Date Ranges to choose from, but int his example we'll select only a few. Since we also want to track change, we can enable Compare to previous period.

5
 When we run the query, we get results a list of Total calls split up by source.

6
    Since we want to display data for a specific company, we need to add a  F ilter. Click on the + icon and select a parameter that you want to filter the data by. In this example, our first filter will recognize that the Company equals  Marketing Agency.

7
    Everything is now set up so we can run the query one final time. This is a great way to troubleshoot your custom query. In the results section, we can see aggregated data for Total calls with the Customer "Marketing Agency", split up by source .

When your query is ready, click " Save query." This creates a new custom metric in Databox that is accessible in the Designer tool. 

add_user_popup@2x

After you select the correct CallRail source in the Designer, you'll be able to find your new Custom Metric in the Custom tab of the metric dropdown list. This will now populate the Visualization Type on your Databoard with the custom query values .

Still need help? Contact Us Contact Us