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How to Forward Calls from CallRail / Enable Caller ID CaptureNow

  • Updated

To forward your CallRail tracking number(s) to CaptureNow

  1. Login to your CallRail Dashboard.
  2. Go to the Tracking tab on the top of the page.
  3. Click the pencil icon on the far right of your Numbers list. (If you have several tracking numbers, you will need to set the forwarding for each one your forwarding to CaptureNow.)
  4. To access the setting for the number, Click on the pencil icon next to your Number Options.
  5. From here, you can forward calls to your CaptureNow number.
  6. Also, we recommend turning off the Whisper option.
  7. Click Save to start your call forwarding.

If you are using the Call Flow feature to set up your call forwarding, the following instructions explain how to best optimize your set up.

  1. In the Number Options settings, instead of using the Number tab, you'll select the Call Flow tab. (You can choose a Call Flow that is already set up, or create a new one from the drop down box.)
  2. In your Call Flow set up, at the point when you want your calls to be forwarded to CaptureNow you will want to use the Dial step to do so.  Do not use the Round Robin step.
  3. Click Save to start your Call Forwarding.

Caller ID

Turn On Caller ID in your CallRail account to have your CaptureNow receive the caller's number.

  1. Go to the Analytics icon on the left side Menu.
  2. Then navigate to the Tracking tab to bring up your numbers.
  3. Go to the far right and click on the pencil icon to access the Numbers settings.
  4. Under Advanced Options, click on the pencil icon on the right.
  5. This will allow you to select your Caller ID Options. You will want to select the Caller's number from the drop down menu, and then click Save.
  6. If you have several tracking numbers forwarded to CaptureNow, you will need to set up Caller ID for each one.