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Create a New Campaign with CallRail Integration
Create a New Campaign with CallRail Integration
Zach N. avatar
Written by Zach N.
Updated over a week ago

Note: Access to the Inbound app is exclusively available to DashClicks Pro plan subscribers.

Step-By-Step Guide to Creating a New Campaign with CallRail Integration

1. Access Applications Menu:

Hover over the navigation bar to the left of the dashboard and select ‘Inbound’.

2. Navigate to 'Campaigns':

In the 'Inbound' application, find and select the 'Campaigns' tab, which is located between 'My Leads' and 'Reporting'. Once on the 'Campaigns' screen, go to the top right corner and click '+ New Campaign'.

3. Select the Integration Type:

You will see a list of available integrations. Select the 'CallRail' icon and then click 'Continue' at the top of the page.

4. Enter CallRail API Key:

Enter your CallRail API key which can be found in your CallRail account in 'My Profile' under API Keys. Click 'Continue' at the top of the page.

4. Fill in Campaign Details:

In the 'Campaign Name' field, input a descriptive name for your 'CallRail' campaign. This could include the name of the business or a description of the campaign.

5. Select Account and Company:

In the 'Select Account' dropdown, choose the 'CallRail' account you intend to use for this campaign. After selecting an account, choose the appropriate company from the subsequent dropdown.

6. Select Tracking Numbers:

The last dropdown, 'Select Tracking Numbers', should now display the tracking numbers associated with the selected company. Choose the desired tracking number(s).

7. Add Leads to CRM and Type of Contact Record

You can select the option to automatically add leads to the CRM by changing the toggle to 'On'. If 'On' is selected, you can select the type of contact record that you would like created. The toggle allows for either 'People' or 'Business'. When done, click 'Continue'.

8. Decide on Deal Creation:

You have the option to auto-generate new deals within the 'Deals' app each time a new lead is integrated. If you wish to auto-generate deals, select 'Yes, Create New Deals' and proceed to the next step. If not, select 'No, Don’t Create New Deals' and skip to step number 10.

9. Specify Deal Pipeline and Stage:

If 'Yes, Create New Deals' is selected, a new menu will load, asking you to choose a Pipeline and the Deal stage for your new lead. After making your choices, proceed to the next step.

Note: Pipelines and Deal Stages need to be created in the 'Deals' app before.

10. Set Sales Rep Distribution:

Select the Sales Representatives from your team that you want to assign to new leads. If you select multiple individuals, the system will alternate lead assignments between them. After this, select a phone number for SMS notifications (to be sent to the reps).

Note: Notifications will only be sent to the reps if you choose the option in the following step.

11. Notifications Setup:

Choose the type of notification to send to your sales representatives when your campaign gets a new lead. The options are:

  • Only Send Email

  • Only Send SMS

  • Send Email & SMS

  • No Notifications

If you select 'No Notifications', you may proceed to the end of this article.

12. Setting up Email Notifications

The 'From' field displays the name of the sender in the email. You can select the name from the dropdown menu.

In the 'Reply To' field, input the desired email for receiving responses.

The 'Subject' field should contain the topic of your email, like “New Lead from X Campaign,” for instance.

An open text field is provided for the body of your message with no character limit.

Attachments must not exceed a total file size of 20MB, although there's no cap on the number of files, provided the size limit isn't exceeded.

'Personalize' helps you to automatically input lead-associated or team member-related data.

Use the 'Use Template' option to expedite message setup using a predefined template from our Templates app.

After setting up the email notification, validate it by sending a test email. Once satisfied, click 'Continue'.

13. Setting up SMS Notifications

The SMS notification setup is similar to the email process, excluding a Subject field and support for attachments. You can still personalize your message or use an SMS template.

Note: SMS notifications incur charges per credit, where one credit equals 160 characters. Test messages also cost credits.

Click Continue at the top of the page. You should now receive a notification indicating that the campaign was created successfully.

Step-By-Step Guide to Verifying Your Campaign Setup

1. Confirm Campaign Creation:

Return to the 'Campaigns' tab within the 'Inbound' application. You should see your newly created campaign at the top of the list. Newly added leads will start appearing under the 'My Leads' tab.

2. Test Call and Verification (Optional):

To ensure that everything is working correctly, you can make a test call using your tracking number. Your 'Inbound' application should update shortly with your new lead information. The left side will also update filtering categories in real-time, alerting your sales team of a new lead. You can then verify that the correct campaign is displaying and the lead is assigned to the appropriate representative.

Note: In case the CallRail integration fails to connect, our system will provide you with a webhook URL that connects directly to our dashboard. If you receive this error message and the URL, read the following step-by-step guide.

Step-By-Step Guide to Setting Up a Webhook URL for CallRail Integration

1. Copy the Webhook URL:

Preserve this URL as you will need it later.

2. Access CallRail Account:

Visit the CallRail website and log into your account.

3. Access Dashboard Settings:

Click 'Settings' at the top right of the page.

4. Find Webhooks in Integrations Library:

In the Integrations Library, use the search bar to locate 'Webhooks'.

5. Select the Company:

Choose the company from your CallRail account that you wish to link with your Inbound application. This should be the same company you selected during the initial setup.

6. Paste the Webhook URL:

Scroll down to the 'Post-Call' field and paste the webhook URL there.

7. Update Settings:

Click 'Update' at the bottom of the page.

Editing your Form with the Forms App

Creating one of these campaigns uses our internal Forms app. If changes to the form are required, simply press the 'Edit Form' button adjacent to the specific integration. This redirects you to the Forms app, where edits can be made.

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