BluepointATM CallRail Platform Training

Overview

During the Oct/Nov 2025 digital marketing review, BluePoint ATM flagged that they needed hands-on training to use CallRail effectively. Wade Zirkle had attempted to use the mobile app to place outbound calls and was confused by the platform's two-step connection process. The issue was resolved live during the call, and Asymmetric committed to scheduling a formal training session.

The Outbound Call Process (Mobile App)

CallRail's outbound calling works differently from a standard phone call. The key behavior that confused BluePoint:

When you place an outbound call via CallRail, the app calls you first. You must answer your own phone before it connects to the recipient.

This is by design — CallRail routes the call through its tracking infrastructure so the recipient sees the tracking number (not your personal mobile number) on their caller ID.

Step-by-Step: Placing an Outbound Call

1. Tap the + button in the bottom right of the mobile app.
2. Enter the customer's number in the top field.
3. Enter your device's phone number in the "Your Number" field (your actual mobile number).
4. Select the Company (e.g., BluePoint ATM Solutions).
5. Choose a Tracker number — this is what the customer will see on their caller ID. Select the appropriate campaign tracker (e.g., Eastern Office pool, Western Office).
6. Tap Place Call.
7. Your phone will ring first — answer it.
8. Once you answer, the system will then ring the customer's phone and connect you.

Note: The call will appear in the CallRail call log for both parties once connected. Mike Stebbins confirmed during the live test that the call showed up in the log correctly.

Why It Works This Way

CallRail intercepts the call to attribute it to the correct campaign tracker. This ensures that when a sales rep calls a lead back, the interaction is logged against the same tracking number the lead originally called — maintaining clean attribution data.

Access & Credentials

• BluePoint needs to ensure the Asymmetric team has access to their CallRail account (flagged as unresolved during the meeting — Melissa Cusumano did not have access at time of call).
• Wade Zirkle can grant access via the account's user settings panel.

Known Issues at Time of Meeting

• Wade received an email from CallRail about a number compatibility issue with one of the tracking numbers. Melissa noted the flagged number did not appear to have a pool assigned, but the full details were unclear. Wade agreed to send a follow-up email to Asymmetric with specifics.
• The Asymmetric team was not yet confirmed as having active login access to the BluePoint CallRail account.

Action Items

Related

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