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
dimensionsparameter breaks down metrics by common criteria, such as
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
dimensionselected as a parameter, the returned metric will provide aggregate values, such as overall Total Calls in the given date.
Same period last year.
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.
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.
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":
Total Callsso we search and select it from the dropdown menu.
Compare to previous period.
+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
When your query is ready, click " Save query." This creates a new custom metric in Databox that is accessible in the Designer tool.
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 .