Overview: Metric Builder for CallRail (Form Submissions)
With the Metric Builder for CallRail (Form Submissions), you can create Custom CallRail Metrics based on Form Submissions.
The Metric 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 access Custom Metrics and Metric Builder for CallRail (Form Submissions)
Navigate to Metrics > Custom Metrics to access the Metric 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 to access the Metric Builder for CallRail (Form Submissions).
Metric Builder is available on the Professional and Performer plans. Request a trial of Metric Builder by following
How to use the Metric Builder for CallRail (Form Submissions)
Data Source: This is the Data Source that the Custom Metric is syncing data from.
Metric: For the Metric Builder for Form Submissions, the only Metric option is "Form submissions".
(Optional): The Dimensions parameter re-categorizes the returned Metric value based on common criteria. For the Metric 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
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 Metric 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.
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 drop-down list at the top of the Data Preview.
Custom Metric Name: Enter a name for your Custom Metric. This Custom Metric name will be available in the Designer after saving.
Save: Save your Custom Metric.
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".
> Custom Metrics
Click the green
+ New Custom Metric button
Select the appropriate CallRail Data Source
Form submissions radio button
We will select Form Submissions from the Metric dropdown list
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
We don't need to further Filter the data, so we will leave the Filter section blank as well
In order to accurately explain what this Custom Metric is reporting on, we'll name the Custom Metric "Form Submissions by Landing Page"
Preview data to generate a Data Preview of the Custom Metric
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
Learn how to add a Custom Metric to a Databoard here.
- 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.