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Getting Started
Learn how to setup CallAction and get started using your CallAction.co in your business.
82 articles
How to Setup the CallAction recommended Follow Up Boss Column ViewLearn how to setup your Follow Up Boss People View based on CallAction best practices for lead follow up using our ICON process
How to Turn ON / OFF Browser Notifications for CallActionNever miss an incoming sales opportunity from CallAction with browser notifications. Click on the notification to open the conversation.
How to Call from the Follow Up Boss Embedded App using your CallAction NumberLearn how to make outbound calls using the CallAction phone number from within the Follow Up Boss CRM embedded App
Preparing for Your CallAction Onboarding CallWhat to expect at your initial CallAction onboarding call.
Get Ylopo Leads from Follow Up Boss into CallAction Automatically to Start Drip CampaignLearn how to setup a Gmail filter for new Ylopo lead email alerts from Follow Up Boss into CallAction to automatically start a campaign.
How to Schedule a CampaignLearn how to trigger a drip campaign to start on a future date and time to automate your lead follow-up workflow using CallAction
How to Get Realtor.com Leads from Follow Up Boss into CallAction to Start a CampaignLearn how to set up a Gmail filter to forward Follow Up Boss Realtor.com leads into CallAction in real-time to start a text drip campaign
Get Started with Follow Up Boss and CallActionSetup your Follow Up Boss Boss and CallAction workflow in 10 mins to start the automated follow-up campaigns of your cold and nurture leads
CallAction AppAdd the CallAction mobile app to your phone. We are a mobile responsive web app so there is no download for the app store needed.
Schedule Text Messages in Follow Up BossLearn how to schedule text messages using the Follow Up Boss CRM embedded app.
Send a Text Message from CallActionLearn how to send your first text message from your computer or phone using CallAction.
Rename Voicemail Message File NameLearn how to rename your recorded voicemail / audio files with a descriptive name for easier organization.
First Name, Last Name, Full Name Drip Campaign Merge FieldLearn how to personalize your drip campaigns using the contacts first name, last name or full name.
Setting Up CallAction on Your PhoneBest practices for setting up your mobile phone to use CallAction app to streamline your workflow.
CallAction AppCallAction app is based on a mobile responsive web app and does not have a native iphone app or android app.
Turn On CallAction App in Follow Up BossLearn how to turn on the CallAction as a Follow Up Boss embedded app from the Follow Up Boss Integrations page.
Email BroadcastEmail lead distribution via first to claim with automated call connect to solve speed to lead issues and improve lead response times.
Missed Call Nudge Text Follow UPAutomatically follow-up with your non-responsive missed calls with a scheduled nudge text to get an inbound response or call
How to Filter Phone NumbersLearn how to quickly filter conversations by phone numbers or user in CallAction. Sort conversations by phone, campaign or user.
Bulk Assign Drip CampaignsLearn how to bulk assign drip campaigns in CallAction to follow-up and nurture existing leads using filtered lists.
Schedule Text MessageLearn how to schedule a text message to send later. You can create a text message to send later using text message scheduler in CallAction
How to Reconnect with Past ClientsLearn how to setup a reconnect campaign for your past clients. Quickly & effectively reestablish communication for future business referrals
Drip Campaign Message TypesView the marketing automation message types and tasks you select when building a custom drip campaign in CallAction
How to Follow Up with Leads in CallActionLearn the simple automated workflows to capture, respond and follow up to new leads using CallAction.
Revive LeadsLearn how to re-engage and follow up your old, cold leads using an intelligent lead drip campaign template only available on CallAction.co
Record Your Basic Voicemail Drop ScriptsStart recording voicemails to use in your drip campaigns using the following pre-written scripts for basic lead follow-up and nurturing.
Drip Campaign Message SchedulingLearn how to use the advanced CallAction drip campaign message scheduler options to create authentic automations for the highest engagement.
Add NotesLearn how to add notes to a contact in CallAction and your CRM. Add a reminder text message to be sent when adding a note to a contact.
Call AutomationsLearn about missed call and answered call automation settings in CallAction's intelligent automated phone call follow-up system.
VOIP Calling with Browser CallsLearn how to make outbound VOIP calls with CallAction browser calling by selecting the CallAction browser call option.
Upload / Import ContactsLearn how to import contacts into your CallAction account for lead follow-up and nurture. Upload contacts into a custom dialer call list
DialerLearn how to use the CallAction sales dialer app with your CRM. Build call lists and power dial leads with our single line dialer software.
Missed Call Follow-Up Drip CampaignLearn how to follow-up with non-responsive leads using an automated drip campaign after the initial nudge text and follow-up voicemail drop.
Filter Tagged ContactsLearn how to search contacts by tags in conversations and the contact list views. Quickly find a tagged contact to streamline your workflow.
Add Tags to CampaignsLearn how to automatically tag new contacts at the campaign level under call or email settings. Auto tagging streamlines your workflow
Add TagsLearn how to add tags to a contact in CallAction. Tagging contacts allows you to filter conversations in a simple yet powerful way.
Manage TagsHow to add, merge, delete tags in CallAction. View and edit all tags across entire system and see which contacts have tags assigned to them.
Missed Call Voicemail Drop Follow UpLearn how to set up a ringless voicemail drop to follow up on non-responsive missed calls.
Email Collection ToolLearn how to set up a form free email collection software to capture and build your email list by having users text their email address.
Record Your First Voicemail MessageStep by step guide to help you record your first voicemail message to be used in a drip campaign. Guide includes prewritten script template
Add CallAction Email Forwarding Address to GmailHow to easily add your CallAction email address with the Gmail forwarding address wizard. Add your CallAction email as a forwarding address.
Add CallAction to Phone Home ScreenLearn how to add a CallAction app icon to your phone for instant access to your conversations.
Lock User Account SettingsLearn how to lock user accounts to prevent changes to your account settings. Instantly lock down account settings on an individual or all.
Assign a Contact to Another UserLearn how to transfer leads between CallAction users. Contact can be notified automatically via text when they are assigned to a new user.
Selecting User Schedules on the Lead RouterLearn how to setup the CallAction lead router with users custom lead shift schedules to broadcast or round robin call, text and email leads.
Creating a User ScheduleLearn how to setup a user schedule on the lead router to assign and distribute inbound calls, text or email leads on a time block schedule
Add a New Contact to Start a Text ConversationLearn how to start a new text conversation with a new contact not currently in CallAction. Easily add a new contact.
End or Resume a Paused Drip CampaignLearn how to resume a drip campaign that was automatically paused when the contact responded. You may also end a running drip campaign.
Drip Campaign End DateLearn how the setup a specific end date on your CallAction drip campaigns with our end date setting.
Assign CallAction Phone Number to UserLearn how to assign or change a CallAction phone number to a user on the account
Get Started with CallActionBasic Setup of Your CallAction Account to Help You Get Started in 15 Mins or Less.
CallAction User Interface TourLearn How to Navigate the CallAction Dashboard Interface Tour
Drip Campaign InterfaceLearn the Available Settings for the CallAction Drip Campaign UI Designed to Help You Automatically Capture, Engage & Track Your Every Lead
Drip Campaign TemplatesLearn how to use pre-made drip campaign templates from the CallAction campaign library.
Call Broadcast Fallback SettingsSet a default user as the primary fallback when call broadcast calls go unanswered or caller hangs up before connecting to a team member
Merge FieldsLearn how to personalize your text messages with custom text merge fields to increase authenticity of your drip campaigns
Email Collection SystemLearn how to use the email collection to capture emails & phone numbers within the CallAction text for info lead capture system.
Attach Drip Campaigns to Calls & EmailsLearn how to setup drip campaigns to automatically start based on lead source and if lead origin is a call, email, or text.
Set a CallAction Text Alert RingtoneEasily identify incoming leads with a dedicated ringtone for all your CallAction numbers. Add the CallAction number to your phone's contacts.
Personalize Your Text Messages5 Steps to Personalize Your Automated Text Messages
Email SettingsLearn How to Instantly Respond to All Your Email Leads with CallAction Text Message Auto-Responders & Follow-Up / Drip Marketing Automation
Record & Upload Voicemail / Audio MessagesLearn How to Call-In to Record & Upload Custom Audio Recordings / Voicemail Messages to Your Media Library for Use in Your Drip Campaigns
Activate Your CallAction Phone NumberLearn how to activate your dedicated CallAction phone number & email address
Text ToolSetup the Text Capture Tool for "Text for Info" Campaigns for Frictionless Lead Generation Using SMS Lead Capture that integrates to CRM's
Call Follow-Up Text10 Steps to Setup Your Automated Call Follow-up Text
vCard / Contact Info Text MessageHow to Automatically Share Your Contact Info via vCard Text
Lead Export Integration6 Steps to Export your Captured Call Data to Your CRM
Call Recording Settings
Whisper Message Settings
Lead Broadcast6 Steps to Setting up Lead Broadcast
Call Broadcast Lead RouterHow to distribute inbound lead calls via competitive call broadcast or round-robin call capture phone number system.
Add Extra Phone Numbers9 Steps to Add an Additional CallAction Phone Number
Upload Files to Media LibraryHow to Upload Video, Images, GIFs or Audio Files to CallAction Media Library to include into Drip Campaigns
Video Text Drip CampaignsLearn How to Setup Video Text Campaigns in CallAction.co
Create a Drip CampaignLearn How to Setup Your CallAction Marketing Automation Drip Campaign Featuring 7 Types of Drip Text Messages and Direct to Voicemail Drops
Text Tool Drip CampaignsLearn How to Attach a Drip Campaign to the CallAction Text Tool Key. Automatically Follow-Up with Leads based on Information Requested
Attach Drip Campaign to a ContactLearn How to Automatically Follow-Up with Contacts by Attaching a Drip Campaign. You Can Assign a Specific Drip Campaign to a Single Contact
Stop a Drip CampaignLearn How to Stop a CallAction Drip Campaign on both Desktop and Mobile
Share Drip Campaign TemplatesLearn How to Import or Export Your CallAction Drip Campaign Templates with other Users on Your Real Estate Team via a CSV File Templates
Create Canned Text Response TemplatesLearn how to create pre-defined, canned text responses with emojis to simplify your CallAction workflow