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