General

Dial a phone number to call or text

Learn how you make a can call or text anyone from your CallAction number. Select the number to dial from & have call/text logged in your CRM

Written by Jessie Beaudoin
Updated over a week ago

Create a List of Contacts

Learn how to create lists of filtered or tagged contacts in CallAction so you can apply bulk actions. Organize your contacts for follow-up.

Written by Jessie Beaudoin
Updated over a week ago

How to Create a SMS URL Link

Create HTML SMS links to generate leads. Setup a click to text button to automatically send a text message via text call capture number

Written by Jessie Beaudoin
Updated over a week ago

Book a CallAction Demo

Learn more about CallAction. Use our scheduling calendar to book a demo today.

Written by Jessie Beaudoin
Updated over a week ago

Upload a GIF

Learn how to upload a GIF image into CallAction media library to use in a drip campaign. Increase engagement with GIFs in your campaigns

Written by Jessie Beaudoin
Updated over a week ago

How to Filter Follow Up Boss for Leads to Export

Learn how to filter the Follow Up Boss CRM for old leads that have not been acted on with zero contact attempts by phone or text to export

Written by Jessie Beaudoin
Updated over a week ago

How to Check Lead Response Rates on Follow Up Boss

Setup Follow Up Boss reporting system to track lead engagement, real estate lead response rates and leads not acted on in your FUB CRM

Written by Jessie Beaudoin
Updated over a week ago

Agent Legend Alternative

Looking for an Agent Legend alternative solution? CallAction.co is the most powerful and complete alternative for automated lead follow up.

Written by Jessie Beaudoin
Updated over a week ago

Lead to Call Automation

Lead to call automation leverages "speed to lead" and client modality to increase lead conversion. Instantly connect online leads to a call.

Written by Jessie Beaudoin
Updated over a week ago

Create and Add a Tag into a CRM using Campaigns

Streamline your CRM workflow by using CallAction drip campaigns to create and add a tag into your CRM and contacts based on a time delay.

Written by Jessie Beaudoin
Updated over a week ago

CallAction.co Affiliate / Referral Program

Learn how you can earn cash credits to pay for your CallAction platform by referring new users to CallAction with our referral rewards.

Written by Jessie Beaudoin
Updated over a week ago

CallAction.co Reviews & Testimonials

Watch and read success stories and reviews from real CallAction users. Video testimonials, links to reviews and images of CallAction reviews

Written by Jessie Beaudoin
Updated over a week ago

Automatically Start and End a Drip Campaign using Tags

Learn how to set a "Start Tag" and "End Tag" to a drip campaign template to automate your lead follow up and nurture workflows with tags.

Written by Jessie Beaudoin
Updated over a week ago

Drip Campaign Time Zone Setting

Learn how to set a specific time zone delivery schedule for a drip campaign in the drip campaign advanced settings.

Written by Jessie Beaudoin
Updated over a week ago

Search & Sort Phone Numbers

Quickly find a CallAction call capture campaign number by phone number, campaign name or destination / assigned user.

Written by Jessie Beaudoin
Updated over a week ago

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.

Written by Jessie Beaudoin
Updated over a week ago

Auto-Tagging Contacts by Month Created

Contacts captured in CallAction are auto-tagged with the month created allowing you to easily filter contact lists for follow up & nurturing

Written by Jessie Beaudoin
Updated over a week ago

Text for Info Service

Learn how to use text for information service to provide information and generate leads from text riders, print, online or from the stage.

Written by Jessie Beaudoin
Updated over a week ago

Live Chat Support

Get live chat support from CallAction

Written by Jessie Beaudoin
Updated over a week ago

Call Capture Phone Number

How to set up a call capture phone number in CallAction call capture software platform to track and capture leads.

Written by Jessie Beaudoin
Updated over a week ago

Send Animoji's & Memoji's via Text Drip Campaign

Learn how to send Animoji's as part of your custom CallAction text drip campaigns or any of our other intelligent text automations

Written by Jessie Beaudoin
Updated over a week ago

Copy Conversation to Clipboard

Learn how to copy a conversation history in CallAction to your phone or desktop clipboard to easily share or paste into your CRM

Written by Jessie Beaudoin
Updated over a week ago

How to Access Emojis on Desktop Computers

💡 Learn how to access emojis on both a 🖥 Mac or 💻 Windows

Written by Jessie Beaudoin
Updated over a week ago

CallFire Call Tracking Phone Number

How to Setup your CallFire Call Tracking Number Forwarding to CallAction Automated Lead Engagement Platform

Written by Jessie Beaudoin
Updated over a week ago

Add Users

How to Add Subusers / Team Members to your CallAction Account

Written by Jessie Beaudoin
Updated over a week ago

Vanity Phone Number Search

9 Steps to Search for a Vanity Phone Number

Written by Jessie Beaudoin
Updated over a week ago

Changing Your Email Address

Written by Jessie Beaudoin
Updated over a week ago

Release Phone Numbers

5 Steps to Release a CallAction Phone Number

Written by Jessie Beaudoin
Updated over a week ago

Track Monthly Ad Budget

5 Steps to Track Ad Budget and Measure Cost Per Inquiry

Written by Jessie Beaudoin
Updated over a week ago

Assign Campaign Name to Phone Number

5 Steps to Tag Phone Number with a Campaign Name

Written by Jessie Beaudoin
Updated over a week ago

Download CSV of Contacts

Written by Jessie Beaudoin
Updated over a week ago