Overview: Query Builder for CallRail (Form Submissions)

With the Query Builder for CallRail (Form Submissions), you can create Custom CallRail Metrics based on Form Submissions. 

The Query Builder for CallRail (Form Submissions) can be used to create Custom Metrics "Form Submissions by Source" and "Form Submissions by Landing Page". You can filter the data further by Company.

HOW TO

How to access the Query Builder for CallRail (Form Submissions)

Navigate to Metrics > Query Builder to access the Query Builder. Click the green + New Custom Metric button and select your connected CallRail Account from the Data Source drop-down list. Select the Form submissions radio button.

    Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following these steps.  

How to use the Query Builder for CallRail (Form Submissions)

A
  Data Source: Select your connected CallRail Account from the  Data Source drop-down list.
B
  Metric: For the Query Builder for Form Submissions, the only Metric option is "Form submissions".   
C
  Dimension  (Optional): The Dimensions parameter re-categorizes the returned Metric value based on common criteria. For the Query Builder for Form Submissions, the Dimension options are "Source" and "Landing Page". If no Dimension is selected, the Custom Metric will store 1 aggregated Metric value for each Date Range. 
Pro Tip: Add the word "by" in between the Metric and Dimension in order to determine an appropriate Custom Metric Name. From the Metric and Dimension examples outlined above, you can create the Custom Metrics "Form Submissions by Source" and "Form Submissions by Landing Page ."
D
  Date Range: Select up to 8 Date Ranges that will be available for the Custom Metric. The Date Ranges selected are the only periods of time that data is synced for this Custom Metric. 
E
   Compare With (Optional): Select a comparison period to measure each Date Range against, like Previous Period or Same Period Last Year. Data for the comparison period will be synced for each Date Range that is selected. 
This data can be used on a Line Chart or Bar Chart to show past performance. It is also used to calculate the percentage growth or loss of the current Date Range performance vs the comparison Date Range performance. If no Compare With parameter is selected, comparison percentages cannot be displayed for the Custom Metric. 
F
  Additional filters (Optional):  Filters restrict the data that gets included in the Custom Metric. All data that is returned is tested against the Filter(s). For the Query Builder for Form Submissions, the filter option "Company" is available, so you can filter your data by Company. 
If the data synced from the Metric and Dimension fields meet the Filter specifications, the data is retained and included in the Custom Metric value. If the data synced from the Metric and Dimension fields don't meet the Filter specifications, the data is excluded from the Custom Metric value.
G
  Custom Metric Name: Enter a name for your Custom Metric. This Custom Metric name will be available in the Designer after saving.
H
  Data Preview: After clicking Preview data, a Data Preview of the Custom Metric will be displayed. Daily Metric values are displayed in this section, along with the total Metric values for the Date Range in bold at the bottom. You can view the Data Preview for different Date Ranges by clicking on the tabs at the top of the Data Preview. 

How to create a Custom Form Submissions Metric [Example]

In this example, we'll create a Custom Metric to report on "Form Submissions" tracked in the CallRail Account split up based on "Landing Pages". 

1
 Navigate to Metrics  > Query Builder
2
 Click the green + New Custom Metric button
3
 Select the appropriate CallRail Data Source
4
 Select the  Form submissions radio button
5
 In order to accurately explain what this Custom Metric is reporting on, we'll name the Custom Metric "Form Submissions by Landing Page" 
6
 Next, we'll select Landing Page from the Dimensions drop-down list so that the Form Submissions values returned are split up based on Landing Pages
7
 From the Date Range drop-down list we'll select any Date Ranges that we want available for this Custom Metric
8
 In order to get a better understanding of current performance, we'll choose Previous Period from the Compare With drop-down list
9
 We don't need to further Filter the data, so we will leave the Filter section blank as well
10
 Click Preview data to generate a Data Preview of the Custom Metric
11
 Once we confirm that these are the results we're looking for, we'll click Save to save the Custom Metric  

How to add a Custom Form Submissions Metric to a Databoard

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1
 Open the selected Databoard in the Databox Designer, or create a new Databoard.
2
 Drag and drop a blank Datablock onto the Databoard from the Visualization Library. 
3
 Select the appropriate CallRail Data Source in Datablock Settings on the righthand side of the Designer. This must be the same CallRail Account that was selected when creating the Custom Metric. 
4
 Select the  Custom tab at the top of the  Metric drop-down list. 
5
 Select the Custom Metric name to populate the Datablock.

Additional Information

  • Custom Form Submission Metrics have 30 days worth of historical data synced with Databox. This means that when you create a Custom Form Submission Metric data will be available for dates up to 30 days prior to the Metric creation date, but not more.

    Once the Metric is actively syncing with Databox, we store the collected data in our own database. This allows us to accumulate more data over time so you can report on more historical Form Submission data in Databox.

    However, if you purge the data for Form Submission Custom Metrics you will lose historical data for dates further back than 30 days.
  • Up to 7500 items are available from CallRail's API. If you have more than 7500 Form Submissions tracked in a Date Range, not all of them will be displayed in Databox.
  • Up to 1250 Companies are available from CallRail's API. If you filter your Form Submissions by Company and you have more than 1250 Companies tracked in CallRail, not all of them will be visible in Databox.
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