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Setup the Text Capture Tool for "Text for Info" Campaigns for Frictionless Lead Generation Using SMS Lead Capture that integrates to CRM's

Updated over a month ago

Text for Info Lead Capture Campaigns

In a mobile-first world, one of the most effective lead capture tools is the use of "text for info" campaigns. These text campaigns remove all lead form friction and satisfy the consumers' desire for instant access to information and can be used in all of your online or offline marketing like real estate flyers. All captured leads can also be synced in real-time to top CRMs, like CINC, Follow Up Boss, Boomtown, Top Producer, and others with our powerful integrations.
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Think of this as a frictionless and formless lead generation for your business.

Text for Info Tool Use Cases

Here are just a few ideas of where you can use the text tool.

Our text for info service uses traditional phone numbers to allow for frictionless communication. Consumers can request information and then follow-up request with a phone call to the same phone number. Text for info real estate lead generation also eliminates consumer confusion of trying to text to a short code phone number.
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You can create your own "key" and "responses" to deliver messages. The "key" unlocks the automated response. CallAction allows for an unlimited amount of key/response combinations.
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Our advanced version of our text tool allows you to also attach media files such as:

  • Video / Audio  (native MMS that plays directly in the text window)

  • Images / gifs

You may also use our "Email Collection" text tool setting. This allows you to request a valid email to be texted to you. When CallAction receives a valid format email the system can text back your automated pre-formatted response. This is an excellent tool for public speakers to deliver information and build an email list from the stage.

Create a Text Tool Phone Number

First, you should add a CallAction phone number to be used exclusively for "text for info".  We recommend you pick an easy-to-remember phone number using our vanity phone number search.
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  1. Login to CallAction

  2. Click on Numbers

  3. Click on "Manage" of the phone number you will use as a text tool number

  4. Click on Call Settings to Text Tool

  5. Scroll down to "Text Tool"  and turn "ON"

  6. Click Save

CallAction Text Tool Settings

There are four primary settings for our text tool.

  1. Default Answer - this is the response that is sent out if the system receives a text that does not match any of your "keys". Similar to a 404 / Error message on websites. An example message: "Please text a valid "code" to receive the requested information. Having trouble, please feel free to call this number"

  2. Email Collection - if this setting is "ON", you are requesting consumers to text you a valid format email address to receive information. You can only use either "Email Collection" or "Keys" but not both simultaneously. 

  3. Add Key - Clicking button will add a row with "key" and "response". You use a combination of words or numbers as a "key". You cannot use the following SMS stop words: INFO, HELP, YES, QUIT, STOP, STOPALL, CANCEL, START, END or UNSUBSCRIBE 

  4. Bulk Upload - You can also manage "keys" and "responses" using preformatted CSV files. This allows you to create and update 100's of keys and responses with a simple file upload. CSV file has three columns: "Key, Answer, Remove". The "remove" column uses "Yes" or "No" to update the file.

Setup Your First CallAction Text for Info Campaign

Now you are ready to start your first text for info campaign.

  1. Click on Add Key

  2. Enter a "key" (keyword or numbers or both, like an address; 123 main st)

  3. Enter your "Response". This is the automated reply that will be sent when the system receives a "key". The response can contain links to websites, videos, documents, etc.

  4. Users can text multiple "keys", so responses can be "daisy chained" to create a series of responses. i.e. Sign rider - text 'ADDRESS' - response tells them to text back house # of the property they are standing in front of.

You are now ready to start using the CallAction text for info tool to generate high-quality, motivated leads. You can also integrate CallAction directly with your CRM saving you time avoiding data-entry while quickly building your database of leads. Every inbound text lead is then added to your long-term holiday drip text campaign to keep you on top of mind.
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Not Currently Using CallAction Text for Info Tool?

If you do any form of online or offline marketing, the CallAction text tool can help you instantly capture leads. Check out our reviews. CallAction is your real estate lead conversion system. Replace your old, time-consuming 800 call capture voicemail system with this powerful text capture tool. You can experience this first-hand with our free trial.

Take 10 mins to setup a free 14-day trial today.

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