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Auto-Tagging Text for Info Tool by Keyword
Auto-Tagging Text for Info Tool by Keyword

Set auto-tagging ON or OFF on your text for info tool to tag new leads by the key / keyword texted by contacts.

Updated over a week ago

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

  1. Login to CallAction

  2. Click on Tools

  3. Click Manage of the Text Tool campaign number

  4. Click on Advanced Settings

  5. Toggle Set Keys as Tags ON or OFF

Once you leads are being auto-tagged, you can then filter / search leads by tags

Search Contacts by Tagged Text Tool Keyword

  1. Login to CallAction

  2. Click on Conversations

  3. Click on down arrow next to search box to display filters

  4. Select Search by Tags

  5. Search tag from auto-suggest down-down.

  6. Highlight selected tag

  7. Click or hit enter to select tag(Note: You can filter by multiple tags)

  8. 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. 

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