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Tracking numbers overview, new tracker setup, and managing tracking numbers.

By API User

• 8 articles

Porting Numbers to Your Account

Want to keep your existing phone numbers when switching to Call Tracker? You can! This process is called Number Porting—it allows you to transfer your phone numbers from your current provider to your Call Tracker account. Number porting ensures you maintain ownership of your existing numbers while taking advantage of all the features Call Tracker offers. We'll handle the setup on your behalf and submit your porting request to our telephony provider (Twilio). To ensure a smooth transition, your numbers will be configured with a forwarding number so there's no downtime during the switchover. Porting Numbers Spreadsheet Complete the attached Number Port spreadsheet (download here). This will provide us the information needed to configure the tracking number and call handling to ensure a smooth transition. Letter of Authorization Complete a Letter of Authorization (download here). You only need to fill out the first four numbers—we’ll help with the rest. If you're porting many numbers, just ensure you have them on the Number Port spreadsheet. Billing Statement Provide a recent billing statement from your current provider (see required details in the attachment). Sometimes number port requests can get rejected, having this in advance will help ensure the number port request gets approved by the current carrier losing the number. Once you've gathered the required documents for the numbers you’d like to port, email them to us by submitting a support request at support@calltracker.io.

Last updated on Apr 02, 2026

Setting Up an Offline Tracker

This is an overview of and guide for setting an Offline Tracker. With an Offline Tracker, you'll be able to... How to setup an Offline Tracker Add a New Tracker To get started, go to Trackers and then follow the Add Tracker button in the upper right hand corner. Choose Offline In the setup wizard, the first question will ask you if you will use this tracker online or not. You'll want to choose Offline. Setup and Destination Number In this section, there are a few things we need to do to configure the tracker. 1. Add a Tracker Name - you'll want to give your tracker a name that will be easy to reference later in your call reports. The name normally corresponds with your campaign name. 2. Destination Number - add your Destination Number (where calls will be forwarded to). 3. Choose Tracking Number Type and Number Prefix - here you'll choose if you want to use a local or toll free number and the number prefix. Choose Your Number On this screen you'll be able to choose the exact number that will be connected with the tracker. If you don't like any of the choices, use the "Find more numbers" button to refresh the numbers to see more options. Whisper & Recording Settings In the final step, you can a whisper message and also enable call recording (recommended). Whisper messages are like quick heads up message played to the call receiver that the caller cannot hear so they have context for answering the call. Call recording will allow calls to be listened to and reviewed making it easy to go back and listen to a customer's inquiry or specific details without needing to write them down during the call itself.

Last updated on Apr 02, 2026

Setting Up a Number Pool Tracker

This is a step-by-step to setting up a Number Pool to track source channel, keyword search terms, pages visited, and more for the source of each call. Note In order to use our Number Pool tracking capabilities, you'll need to have Dynamic Number Insertion setup on your website. How to setup a Number Pool Tracker Add a New Tracker To get started, go to Trackers and then follow the Add Tracker button in the upper right hand corner. Online or Offline The first step is to choose online or offline. Online trackers are generally used to track activity on your website and PPC campaigns. Offline trackers are for any other marketing channel where you you'd like to track calls, offline marketing channels include direct mail, billboards, radio ads, TV ads, print media and so you. Online Number Pool Setup For this tutorial, we're going to choose a Number Pool because we want to track all visitors and track calls for our Adwords PPC campaigns. Configure the Number Pool Number pools are quite simple to setup. 1. Give it a Name, this how we'll refer to the tracker in all reporting and call details (this can be edited later). 2. Add your Destination Number, this is the phone number that we'll forward incoming calls. Most people use their main business line here. 3. Set the Pool Size (this can be adjusted from time to time to match your traffic requirements). The size of your number pool needs to be calculated based on how many concurrent visitors we can track on your website at any given time. The best way to estimate your pool size is to look at your website visitor tracking and use the maximum number of visitors per hour. Whisper & Recording In the final step, you can a whisper message and also enable call recording (recommended). Whisper messages are like quick heads up message played to the call receiver that the caller cannot hear so they have context for answering the call. Call recording will allow calls to be listened to and reviewed making it easy to go back and listen to a customer's inquiry or specific details without needing to write them down during the call itself.

Last updated on Apr 02, 2026

Setting Up a Campaign Tracker

This is an overview of and guide for setting a Campaign Tracker. With a Campaign Tracker, you'll be able to automatically show tracking numbers to your website visitors from specific source channels, specific campaigns, referrers, PPC advertising, social media, and more. Note Campaign Trackers require our Dynamic Number Swap integration script to be installed on your website to dynamically swap your real phone number with a tracking number. How to setup a Campaign Tracker Add a New Tracker To get started, go to Trackers and then follow the Add Tracker button in the upper right hand corner. Choose Online & Campaign In the setup wizard, the first question will ask you if you will use this tracker online or not. Campaign Trackers are for online marketing campaigns so you'll want to choose Online. There are two types of online trackers available, choose Campaign. Setup and Number Swap Settings In this section, there are several things we need to do to configure the campaign tracker. 1. Add a Tracker Name - you'll want to give your tracker a name that will be easy to reference later in your call reports. The name normally corresponds with your campaign name. 2. Destination Number - add your Destination Number (where calls will be forwarded to). 3. Choose Tracking Number Type and Number Prefix - here you'll choose if you want to use a local or toll free number and the number prefix. 4. Choose Which Visitors see the Tracking Number - these settings will determine what visitors we will show the tracking number to on your website. You can configure these to configure pretty much any kind of online campaign you're running or you can choose to show the tracking number to everyone. Choose Your Number On this screen you'll be able to choose the exact number that will be connected with the tracker. If you don't like any of the choices, use the "Find more numbers" button to refresh the numbers to see more options. Whisper & Recording Settings In the final step, you can a whisper message and also enable call recording (recommended). Whisper messages are like quick heads up message played to the call receiver that the caller cannot hear so they have context for answering the call. Call recording will allow calls to be listened to and reviewed making it easy to go back and listen to a customer's inquiry or specific details without needing to write them down during the call itself.

Last updated on Apr 02, 2026

Call Recording Legal

Call recording can be beneficial for many different reasons but there is some legal prudence needed before using it. Federal and State Laws vary, some states require that both parties consent to recording the call, some only require one party. Important We highly recommend informing callers that you are recording the call with a pre-call message such as This call may be recorded for quality assurance. Enabling Call Recording On the Tracker Settings, the last setting is for for Call Recording. We also recommend adding a message that will be played for the caller such as, This call may be recorded for quality assurance.

Last updated on Apr 02, 2026

Releasing a Tracker

If you're not longer using a tracker you can stop billing for the tracking number associated with it by releasing the number. After releasing a the tracking number, the number will not no longer be active but all of the call history and reporting data will remain available. Go to the Tracker's Settings To access a tracker's settings, go to your Trackers page and click the manage icon for the tracker you want to update. Releasing the Tracker To release the tracker click the scary red button at the top of the page. You'll be prompted to confirm your action as well.

Last updated on Apr 02, 2026

Updating Tracker Settings

Tracker settings can be adjusted on an ongoing basis to fit your requirements. Accessing a Tracker's Settings To access a tracker's settings, go to your Trackers page and click the manage icon for the tracker you want to update. Updating Tracker Settings To access a tracker's settings, go to your Trackers page and click the manage icon for the tracker you want to update. Tracker settings that can be updated: - Name - the name used as reference for calls and reporting. - Call Forwarding Destination - the that we'll forward incoming calls to. - DNI Swap Target - the number on your site that we'll swap with the tracking number. - Campaign Settings -the campaign conditions to match for swapping the number. - Pool Size - upsize or downsize the size of a number pool. - Whisper Message - the whisper message played to the call receiver. - Recording Message - the message the caller hears before the call begins. Once you're done editing the settings, press Update Settings and you're updates will be saved.

Last updated on Apr 02, 2026

Setting Up Your First Tracker

This is a step-by-step to setting up your first Tracker. Follow the instructions below to setup the tracker, choose the tracking type, tracking numbers, and get notified of new calls. Start Tracker Setup Follow the Setup Tracker button on your dashboard or the trackers screen to setup your first tracker. Note For this tutorial, we're going to setup a Number Pool to track all traffic to our website and get the most insight into our PPC campaigns. Online or Offline The first step is to choose online or offline. Online trackers are generally used to track activity on your website and PPC campaigns. Offline trackers are for any other marketing channel where you you'd like to track calls, offline marketing channels include direct mail, billboards, radio ads, TV ads, print media and so you. Online Number Pool Setup There are two types of online tracking, you can use a Number Pool to track all visitors or track a Campaign wherein you only show tracking numbers that match certain referrers, search channels, specific landing pages, and so on. For this tutorial, we're going to choose a Number Pool because we want to track all visitors and track calls for our Awords PPC campaigns. Configure the Number Pool Number pools are quite simple to setup. 1. Give it a Name, this how we'll refer to the tracker in all reporting and call details (this can be edited later). 2. Add your Destination Number, this is the phone number that we'll forward incoming calls. Most people use their main business line here. 3. Set the Pool Size (this can be adjusted from time to time to match your traffic requirements). The size of your number pool needs to be calculated based on how many concurrent visitors we can track on your website at any given time. The best way to estimate your pool size is to look at your website visitor tracking and use the maximum number of visitors per hour. Whisper & Recording In the final step, you can a whisper message and also enable call recording (recommended). Whisper messages are like quick heads up message played to the call receiver that the caller cannot hear so they have context for answering the call. Call recording will allow calls to be listened to and reviewed making it easy to go back and listen to a customer's inquiry or specific details without needing to write them down during the call itself. Note In order to use our Number Pool tracking capabilities, you'll need to have Dynamic Number Insertion setup on your website.

Last updated on Apr 02, 2026