Message Types
Learn the different types of 12 messages and tasks you can automate using a CallAction scheduled drip campaign. Streamline your lead follow-up and task workflows with different messages and advanced scheduling options.
12 Task and Message Automation Types
Here's a list of available automations with more details below.
Audio Text Message
Call Connect
Create Tag (can push via APIs or Zapier)
Email Image
Email Message (via our email integrations like Gmail, Sendgrid, Mailgun, etc)
Image Text (MMS text to send images including GIFs)
Start a Zap (Trigger a schedule Zap)
Text Only (plain SMS with emojis)
Text Reminder (Text a Task List / To-Do reminder to CallAction user)
vCard Text
Video Text (via MMS)
Voice Message / Ringless Voicemail Message
Use one of our advanced message scheduling options and these message types for over 204 different combinations.
These options allow you to build authentic automated drip campaigns.
Details of Each Automated Message or Task Type
Audio Text Voice Message
Audio text is an MMS text message with an attached MP3 voice message similar to a Facebook voice message, WhatsApp voice message, or Apple voice message text.
You can pre-record your voice messages and select as an attachment using your media library.
Call Connect ( Outbound Calling Workflow Automation )
Call Connect is an automatically triggered call to the salesperson to connect to the lead. Sales person is called and when they answer and hear a whisper message to press one, the system then automatically calls the contact using the CallAction phone number.
Calls are tracked, recorded, and transcribed. If connected to a CRM, the call is logged in the CRM automatically.
Create Tag (can push via APIs or Zapier)
Create tag will automatically assign a tag to a contact in CallAction. Can also push a tag via Zapier or any of the API integrations into a CRM. This workflow allows you to automatically tag contacts based on not responding. Tags can then be used to auto-start or end another drip campaign automation.
Email Image (Text Message with Image)
This will make an image copy of a parsed email, attach the image to a text message, and send it back to the contact. Use with email notifications that contain images and send a copy of the information submitted back to the contact.
Email Message
Send scheduled email drip campaign messages using one of our email integrations. API integrations include the following ESP providers: Gmail, Mailgun, Mailchimp, Sendgrid, and Sparkpost.
Once an ESP email provider is connected via API you can do drip campaigns with text, email, or ringless voicemails. You will see your provider name in the message type drop-down.
Image Text
Send a text with an image attachment using a Multimedia Messaging Service (MMS). You can text GIFs, images, or videos such as memojis / animojis. You'll need to upload images to your media library. Once the image is uploaded, you can send text with the image using drip campaigns or using a canned text response.
Note: CallAction can also receive images via text.
Start a Zap (Trigger Zapier Zap)
Schedule and send a Zapier Zap from a drip campaign. Zap will start at the scheduled drip campaign step. Start a scheduled Zap automatically from your drip campaign.
Text Only (Regular SMS Text with emojis)
Send SMS text with emojis. You can also include links to websites, cloud-hosted PDF files, etc.
Text Reminder
Text a to-do or task reminder note to yourself at a scheduled interval in the drip campaign. Use this to eliminate overwhelming CRM task lists. Convert task lists to individual text reminders.
Build custom action plans with to-do reminders directly into drip campaigns. Breaking to-do tasks into individual, timely events increases the likelihood of completion.
You'll receive a text message at the scheduled interval with your to-do notes and a link directly to the contact in CallAction to complete a callback or send a text.
vCard Text
Send a custom vCard with all your contact information. You can personalize your vCard. This helps your follow-up process to get your calls answered by using our sales dialer as you will appear in the contacts phone book. This helps you get past the iOS 13 Silence unknown callers option and improve your call connection rates.
Video Text (MMS Text Message with Video)
Send native MMS video text messages directly from your drip campaign. Mobile carriers limit the video size to 500 kb, which is about 15 secs at the lowest video resolution. You can also send memoji videos via text. You can upload video directly via phone or using a media library.
Voice Message / Ringless Voicemail Message
Use our advanced drip campaign scheduling to send timely ringless voicemail messages. Automate the tedious and repetitive lead follow-up calls that are likely to go unanswered. Easily record ringless voicemails to include in drip campaigns.
You can now use any of these message types to create a custom drip campaign or import an existing drip campaign template and edit it.
Any and all of these campaign message types can also be used with our text for info service.
Questions about CallAction Drip Campaigns?
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