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Call Follow-Up Text

10 Steps to Setup Your Automated Call Follow-up Text

Updated over a month ago

10 steps to setup your automated call follow-up text
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Learn how to automatically follow up on every inbound phone call with a personalized text message. This tool will only send out one text message after the first phone call you have with a client that meets your settings.
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It's designed to keep you top-of-mind and helps clients remember you if you use the holiday drip text campaigns.
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  1. Login to CallAction

  2. Click on Numbers

  3. Scroll down to the phone number you want to adjust settings for.

  4. Click "Manage" at the far right of the phone number.

  5. Click the Call Settings button

  6. Scroll down to Call Automations and under Answered Calls Automations you can see the Call Follow-Up Text settings.

  7. Turn setting either ON / OFF

  8. Select the minimum call length to send out an automated follow-up text message

  9. Select the time delay to send a text after the phone call is complete.

  10. Personalize your outbound follow-up text message.
    Best practices: include your name and possibly your company. You can also include emojis πŸ˜€ to make the text seem even more personal and impactful. You can attach files from your media library.

Done! Now every caller with whom you have a minimum-length conversation will receive a follow-up text message to keep you top of mind.

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