BluePoint ATM CallRail Configuration

Technical documentation of the CallRail setup completed for ^[1]. Covers account access, WordPress integration, HubSpot connection, number strategy, routing configuration, and open issues.

Overview

This working session configured CallRail end-to-end for BPATM: installed the WordPress plugin, connected HubSpot, created a dynamic number pool for marketing attribution, and set up three static tracking numbers for administrative lines. Two issues remain open post-session.

Attendees:
- Wade Zirkle (wade@bluepointatm.com)
- Mike Stebbins (mike@bluepointatm.com)
- Mark Hope — Asymmetric (mark.hope@asymmetric.pro)
- Melissa Cusumano — Asymmetric (melissa.cusumano@asymmetric.pro)
- Avokerie Onorimuo — Asymmetric (avokerie.onorimuo@asymmetric.pro)

Account Access

Wade added team@asymmetric.pro as a user to the BPATM CallRail account during the session. Access was accepted immediately via invitation email.

WordPress Integration

The CallRail WordPress plugin was installed on the BluePoint ATM website. The plugin injects the CallRail tracking script automatically, eliminating the need to manually place a JavaScript snippet in the theme or tag manager.

HubSpot Integration

CallRail was connected to the BPATM HubSpot account with the following settings:

Behavior: When a call comes in from a number not already in HubSpot, CallRail automatically creates a new contact record. Known callers are matched to existing records. Call recordings appear in HubSpot as activity on the associated contact.

Note: GA4 integration was not completed during this session. The Measurement ID field requires the correct GA4 property ID (format: G-XXXXXXXXXX). See ^[2] when available.

Number Strategy

Two number types are used to serve different attribution needs:

Dynamic Number Pool

How it works: When a visitor lands on the website, the CallRail script detects the session and replaces 720-987-5711 with one of the four pool numbers. This allows marketing source attribution (ad campaign, organic, etc.) to be tied to each call. The four pool numbers are not published anywhere — they only appear dynamically.

⚠️ Open Issue: Dynamic number swapping was not firing as of the end of this session. The main website number was not being replaced in the incognito test. Requires troubleshooting. See Action Items below.

Static Tracking Numbers

Website Main (Footer)

Future: Once BPATM is comfortable with CallRail, the answering service will be replaced with a CallRail call flow. Routing can be updated directly in CallRail without touching the website.

Eastern Office

⚠️ Open Issue: CallRail is cutting off the beginning of Wade's personal voicemail greeting. The fix is to switch to CallRail's built-in voicemail feature and re-record the greeting there. See Action Items below.

Western Office

Google My Business (GMB)

A dedicated static tracking number was created and connected via the CallRail GMB integration to track calls originating from the Google Business Profile separately from website traffic.

Testing Results

CallRail Activity Log

Accessible from the left sidebar (graph icon). Key features:
- Activity tab: Full call log with caller ID, duration, recording, and source
- Recording playback: Play button on each call row
- Download MP3: Export individual call recordings
- Tags: Label calls (e.g., "reverse ATM", "job seeker", "traditional ATM")
- Lead scoring: Thumbs up/down on each call
- Transcripts: Full text transcript available below each recording
- Call value: Optional dollar value field per call

Open Issues

1. Dynamic Number Swap Not Firing

The dynamic pool is configured correctly but the main website number (720-987-5711) is not being replaced when visiting the site in an incognito window. Likely causes to investigate:
- Plugin not loading the swap script on the correct page
- Swap target number format mismatch
- Caching issue on the WordPress side

Owner: Mark Hope

2. Voicemail Cutoff on Eastern Office Number

CallRail is intercepting the call before Wade's personal voicemail greeting completes, causing the first portion of the greeting to be clipped. The fix is to configure CallRail's built-in voicemail for the 703-952-5858 number and record a new greeting directly in CallRail.

Owner: Wade Zirkle

Action Items

• [ ] Mark Hope — Troubleshoot dynamic number swap not firing on the main website number
• [ ] Mark Hope — Complete GA4 integration using the correct Measurement ID from the BluePoint ATM GA4 property
• [ ] Mark Hope — Research automated outbound call recording via the CallRail app; determine if calls can auto-upload to HubSpot contacts
• [ ] Mark Hope — Share CallRail credentials in LastPass for Melissa Cusumano
• [ ] Wade Zirkle — Switch 703-952-5858 to CallRail built-in voicemail; re-record greeting; test playback
• [ ] BPATM Team — Replace answering service with CallRail call flows once comfortable with the platform

Related

• ^[3]
• ^[4]
• ^[5]