WordPress CallRail Plugin Integration

How to install and configure the CallRail WordPress plugin to enable Dynamic Number Insertion (DNI) on a WordPress site. This approach avoids manual JavaScript snippet management and is the preferred method for WordPress-hosted clients.

Overview

CallRail offers a dedicated WordPress plugin that handles DNI pool deployment automatically. The key configuration detail is that the plugin requires a WordPress-specific integration code from CallRail's Integrations panel — not the general API key. Using the wrong credential is a common mistake.

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

Installation Steps

1. Install and Activate the Plugin

1. In the WordPress admin sidebar, go to Plugins → Add New.
2. Search for CallRail.
3. Click Install Now, then Activate.

2. Get the WordPress Integration Code from CallRail

⚠️ Do not use the general API key. The plugin requires a WordPress-specific code found in a different location.

1. In CallRail, navigate to Integrations (puzzle piece icon in the left sidebar).
2. Search for or locate WordPress.
3. Copy the WordPress integration code shown there.

Keep the general API key saved separately — it may be needed for other integrations (e.g., webhooks, HubSpot).

3. Configure the Plugin in WordPress

1. In the WordPress admin sidebar, hover over Settings and click CallRail.
2. Paste the WordPress integration code into the Plugin Key field.
3. Click Save.

Within a minute or two, the DNI pool will begin swapping the configured target number for visitors.

How DNI Works After Setup

Once the plugin is active and connected:

• The plugin injects CallRail's JavaScript onto every page automatically.
• Any instance of the swap target number (configured in the CallRail pool settings) is dynamically replaced with a pool number unique to each visitor.
• The pool number is reserved for that visitor for approximately 20 minutes, during which any call is attributed to their originating click/source via the Google Click ID.
• Calls still forward to the original destination number — no changes to the client's phone system are required.

Important: Only configure one DNI pool per website. Multiple pools on a single site will cause unpredictable swapping behavior.

Verifying the Integration

Because of the 20-minute visitor timer, repeated checks from the same browser session will stop showing swaps. Always verify in a fresh incognito window to simulate a new visitor and confirm the number is swapping correctly.

Clearing Caches After Changes

After any phone number updates or plugin configuration changes, clear both caches to ensure all visitors see the updated numbers:

1. WP Engine cache: WordPress admin top bar → WP Engine → Caching → Clear All
2. WP Rocket cache: WordPress admin top bar → WP Rocket → Clear Cache

If numbers still appear stale after clearing both caches, use an incognito window to bypass any persistent local browser cache.

This applies to both DNI pool changes and manual static number replacements on page content.

Static Numbers: Manual Page Updates Required

The DNI pool only swaps the single configured target number. Location-specific or campaign-specific numbers placed elsewhere on the site are static and must be updated manually in Elementor (or the relevant page builder):

• Update the visible text of the phone number.
• Update the tel: href link on the same element.
• Check all instances on the page (e.g., header area, body content, address block, footer).

After updating all instances, publish the page and clear both caches as described above.

Observed in Practice

This setup was implemented for ^[3] during a live walkthrough session. The DNI pool was configured to swap the main number (414-262-0653), and a static number was created for the Glendale location (forwarding to 262-247-7101). Melissa and Sebastian split the remaining locations to complete the static number rollout.