Getting Started

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

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40 articles in this collection
Written by Jessie Beaudoin

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 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 or Audio Files to CallAction Media Library
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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