FAQs and Troubleshooting

Answers to the most commonly asked questions about CallAction.co. Learn how to troubleshoot issues and setup the most common integrations.

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18 articles in this collection
Written by Jessie Beaudoin

My Drip Campaign is Not Showing in Drop Down Menu

Drip campaigns templates that are not appearing in the drip campaign drop down menu are likely not set to shared.
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Written by Jessie Beaudoin
Updated over a week ago

Drip Campaign Did Not Trigger or Start

Reasons why a drip campaign did not start is typically the phone number is a landline or the drip campaign is not assigned in email setting
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Written by Jessie Beaudoin
Updated this week

How to View Contacts in Follow Up Boss

Learn how to quickly view a Follow Up Boss contact directly from CallAction with direct link navigation, saving you valuable time & effort.
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Written by Jessie Beaudoin
Updated over a week ago

How to Ring Multiple Phones at Once

Learn how to setup one phone number to simultaneously call multiple phones at same time to increase your call answer rates with broadcasting
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Written by Jessie Beaudoin
Updated over a week ago

How Do I Start a Revive Campaign?

Learn how to start your CallAction revive campaign
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Written by Jessie Beaudoin
Updated over a week ago

Can I Edit the Revive Campaign?

How do I change the CallAction revive campaign? Can I personalize it?
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Written by Jessie Beaudoin
Updated over a week ago

Phone Number Ownership

Can I take the phone number with me if I stop using CallAction? Yes, you can transfer to any provider you wish to use.
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Written by Jessie Beaudoin
Updated over a week ago

How Does Zapier Work

Learn how to connect Zapier to work with CallAction and over 1,000 other connected apps. Leverage the Zapier API integration workflow.
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Written by Jessie Beaudoin
Updated over a week ago

Edit an Existing Drip Campaign

How to easily add or remove steps in your current CallAction drip campaigns
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Written by Jessie Beaudoin
Updated over a week ago

How to Turn On the Text for Info Tool

Learn how to turn on the text for info tool on a specific CallAction number
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Written by Jessie Beaudoin
Updated over a week ago

What does CallAction do with phone calls?

Learn how CallAction works with inbound phone calls that are answered or missed using intelligent automation for increased sales & efficency
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Written by Jessie Beaudoin
Updated over a week ago

How Do I Respond to a Text Message?

Learn How to Reply to a Text Message using the CallAction Web App
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Written by Jessie Beaudoin
Updated over a week ago

How Do I Stop Holiday Text Message Campaign to a Contact?

Learn How to Stop Sending Holiday Text Campaigns to a Contact
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Written by Jessie Beaudoin
Updated over a week ago

How Do I Delete a Contact?

Steps to Delete / Archive a Contact in Your CallAction Account
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Written by Jessie Beaudoin
Updated over a week ago

Block Callers

Learn how to block a number from calling or texting your CallAction phone number. Stop spam calls and vendors with call blocking.
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Written by Jessie Beaudoin
Updated over a week ago

Porting a Phone Number

Learn how to port an existing phone number like Google Voice, Dialogue Tech, Call Fire or any other number to your CallAction.
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Written by Jessie Beaudoin
Updated over a week ago

Can I Upload Contacts to CallAction?

Uploading your existing contacts to CallAction platform for simple and efficient follow up and nurturing of leads.
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Written by Jessie Beaudoin
Updated over a week ago

Callers Not Receiving Text Message?

Check Your Call and Email Settings to Learn Why Leads are Not Receiving Text Messages
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Written by Jessie Beaudoin
Updated over a week ago