BluePoint CallRail Setup & Phone Number Routing

Overview

BluePoint ATM uses CallRail for call tracking across all inbound phone numbers. The setup routes calls from multiple sources (website, Google Business Profile, regional offices) through tracked numbers that forward to Wade and Mike. An 800 number porting process was underway as of Q1 2026, and NY/NJ expansion numbers were flagged as a pending addition.

See also: ^[1] | ^[2]

Current Number Configuration

As of the Q1 2026 strategy call, BluePoint's CallRail account includes the following tracked numbers:

All numbers are tracked numbers (not dynamic pool numbers), meaning each has a fixed source attribution rather than session-level dynamic insertion.

Note: The Eastern and Western office numbers were retained intentionally to distinguish regional inbound interest, even though a single 800 number is the preferred public-facing number long-term.

800 Number Porting

BluePoint's legacy 800 number was previously answered by a third-party agency (referenced as "POS" on the call). Wade decided to stop routing calls to that agency and the number was temporarily removed from the website.

Porting Process

To bring the 800 number under CallRail tracking:

1. Complete two porting forms (provided by the agency/carrier)
2. Submit a copy of the phone bill showing the 800 number
3. Once ported, the number becomes a tracked number in CallRail (not a pool number)
4. Configure forwarding destination — recommended cascade:
   - Ring Wade first
   - Roll to Mike if unanswered
   - Roll to additional contact if needed

The 800 number will appear under "Tracking Numbers" in CallRail, not under "Forward Calls To," since it is a ported number rather than a provisioned pool number.

Status (as of Q1 2026)

• [ ] Porting forms submitted
• [ ] Phone bill copy provided
• [ ] CallRail forwarding cascade configured
• [ ] 800 number restored to website header

Call Source Tracking

CallRail is configured to track calls by source. Melissa confirmed during the Q1 call that tracking was active and working. Sources visible in the CallRail activity dashboard include:

• Google Business Profile — calls originating from the GBP listing
• Eastern Office Website — calls from the Eastern office contact section
• Western Office Website — calls from the Western office contact section

Calls can be reviewed in the CallRail activity log, including:
- Which number was dialed
- Whether the call was answered or abandoned
- Call recordings (for quality review)

NY/NJ Expansion Numbers

As part of the Q1 geographic ad targeting initiative (12 target geographies), dedicated CallRail numbers for New York and New Jersey were flagged as a required addition.

Action item (Melissa Cusumano): Add NY and NJ CallRail numbers and route them to Wade and Mike.

These numbers will support:
- Attribution of inbound calls from NY/NJ-targeted Google Ads and LinkedIn campaigns
- Tracking of response to NY cashless ban content and ads (effective March 20)
- Regional call volume analysis as BluePoint expands into these markets

See: ^[3] for the associated campaign context.

Key Contacts & Ownership

Open Items

• [ ] Add NY and NJ tracking numbers to CallRail (Melissa)
• [ ] Complete 800 number porting and restore to website (Wade + Asymmetric)
• [ ] Confirm whether Eastern/Western office numbers should be retained or consolidated under single 800 number (Wade decision)
• [ ] Review call recordings periodically to assess lead quality by source