Getting Started

Learn how to setup CallAction and get started using your CallAction.co in your business.

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72 articles in this collection
Written by Jessie Beaudoin

Send a Text Message from CallAction

Learn how to send your first text message from your computer or phone using CallAction.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
Updated over a week ago

CallAction User Interface Tour

Learn How to Navigate the CallAction Dashboard Interface Tour
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
Updated over a week ago

Drip Campaign Templates

Learn how to use pre-made drip campaign templates from the CallAction campaign library.
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
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.
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Written by Jessie Beaudoin
Updated over a week ago

Personalize Your Text Messages

5 Steps to Personalize Your Automated Text Messages
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
Updated over a week ago

Activate Your CallAction Phone Number

Learn how to activate your dedicated CallAction phone number & email address
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
Updated over a week ago

Call Follow-Up Text

10 Steps to Setup Your Automated Call Follow-up Text
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Written by Jessie Beaudoin
Updated over a week ago

vCard / Contact Info Text Message

How to Automatically Share Your Contact Info via vCard Text
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Written by Jessie Beaudoin
Updated over a week ago

Lead Export Integration

6 Steps to Export your Captured Call Data to Your CRM
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Written by Jessie Beaudoin
Updated over a week ago

Call Recording Settings

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Written by Jessie Beaudoin
Updated over a week ago

Whisper Message Settings

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Written by Jessie Beaudoin
Updated over a week ago

Lead Broadcast

6 Steps to Setting up Lead Broadcast
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Written by Jessie Beaudoin
Updated over a week ago

Call Broadcast Lead Router

How to Distribute Inbound Lead Calls via Competitive Call Broadcast
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Written by Jessie Beaudoin
Updated over a week ago

Add Extra Phone Numbers

9 Steps to Add an Additional CallAction Phone Number
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
Updated over a week ago

Video Text Drip Campaigns

Learn How to Setup Video Text Campaigns in CallAction.co
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
Updated over a week ago

Stop a Drip Campaign

Learn How to Stop a CallAction Drip Campaign on both Desktop and Mobile
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
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
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Written by Jessie Beaudoin
Updated over a week ago