Call Follow-Up Text

10 Steps to Setup Your Automated Call Follow-up Text

Updated over a week ago

10 steps to setup your automated call follow-up text
Learn how you can automatically follow-up 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.
It's designed to keep you top-of-mind with and helps clients remember you if you use the holiday drip text campaigns.

  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 "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 minimum call length to send out automated follow-up text message

  9. Select the time delay to send 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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