Text Tool Keyword Saved as a Tag
Filter leads by the keyword they texted to request information via your text for info tool. CallAction auto-tags the the contact with the key / keyword allowing you to easily follow up with the CallAction dialer or drip campaigns.
Turn ON / OFF Text Tool Auto-Tagging
Once you leads are being auto-tagged, you can then filter / search leads by tags.
Search Contacts by Tagged Text Tool Keyword
Login to CallAction
Click on Conversations
Click on down arrow next to search box to display filters
Select Search by Tags
Search tag from auto-suggest down-down.
Highlight selected tag
Click or hit enter to select tag(Note: You can filter by multiple tags)
Conversation contact list is now refined by matching tagged contacts
You can now quickly follow up, build call lists, assign drip campaigns, etc by the specific content requested by the contact.