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)
• Use the Metric Builder for CallRail (Form Submissions)
• Create a Custom Form Submissions Metric [Example]
• Add a Custom Form Submissions Metric to a Databoard

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).

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

• A) Data Source: This is the Data Source that the Custom Metric is syncing data from. 
• B) Metric: For the Metric Builder for Form Submissions, the only Metric option is "Form submissions".   
• C) Dimension  (Optional): The Dimension's 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. 

• D) 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.
• E) 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. 
• F) Custom Metric Name: Enter a name for your Custom Metric. This Custom Metric name will be available in the Designer after saving.  
• G) 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". 

1. Navigate to Metrics  > Custom Metrics
2. Click the green + New Custom Metric button
3. Select the appropriate CallRail Data Source
4. Select the Form submissions radio button
5. We will select Form Submissions from the Metric dropdown list
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. We don't need to further Filter the data, so we will leave the Filter section blank as well
8. In order to accurately explain what this Custom Metric is reporting on, we'll name the Custom Metric "Form Submissions by Landing Page"
9. Click Preview data to generate a Data Preview of the Custom Metric
10. 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.