CallAction Web Application UI
Our goal is to create a simple yet powerful UI to help you easily navigate CallAction. This will give you an overview of each major interface view. Take a few minutes to familiarize yourself with your new SaaS software solution.
Contacts: This is a list of every inbound lead/contact received on the CallAction lead engagement automation platform
Dashboard: You can view important call analytics and tracking stats
Phone Numbers: Here is where you manage each of your CallAction phone numbers and settings.
Tools: Here is where you access your text drip campaigns
Profile: manage your account settings and billing
CallAction Application Views
Contact List User Interface Tour
View a complete list of all your leads from all your CallAction campaigns in our contact list view. Search for a specific contact record using our powerful search box. You can also filter by date and export all contacts using a CSV export to build Facebook custom audiences or for lead retargeting.
Created: This is the date when the lead call, text, or email was captured by CallAction
Phone Number: Inbound call captured
Caller / Caller ID: Captured caller ID information or appended caller name
Caller ID Location: The location of the phone number based on area code and prefix
Campaign Name: Call tracking campaign name
Filter / Export
Filter all your leads by date. Enter a start date and finish date. Click "apply filter" to see leads.
After you apply a filter, you can click the "Export CSV File" to download lead data.
Dashboard
Click on "dashboard" at the top of the navigation bar to view call tracking details and call analytics. You can use the pull-down to view stats on specific CallAction phone numbers and marketing campaigns.
Call Tracking Data
Total Inbound Calls: Total calls within the report period.
Average Call Duration: Average length of calls and longest call during the reporting period. There is a direct correlation between the length of phone calls and lead conversion. The longer the call duration, the higher the lead conversion rate.
Call Answered: Total number of calls answered
Call Answer Rate: Shows the percentage of inbound calls answered. This is an important call-tracking metric for your salespeople. You are looking for the highest number of calls answered. Many sales teams will set a minimum performance KPI using this call answer rate to hold sales accountable.
Text Answered: Displays the total number of text messages answered by the user
Text Answer Rate: An important performance KPI that shows if users are responding to inbound text messages or letting automation respond.
Peak Hour: Shows history on inbound call times. Useful KPI for phone coverage and to track what times leads are calling
Top Inbound Day: Reporting shows the day of the week that majority of consumers are calling.
Phone Numbers
This is the area to view and manage all of your call-tracking phone numbers.
Created: Date phone number was added to your account
Phone: This is your CallAction call tracking/call capture phone number
Campaign: This is the marketing campaign name associated with the phone number
Destination: This is the destination phone number that the CallAction number is forwarded to
User: This is the name of the user the CallAction number is forwarded to
Add Phone Numbers
Need more call tracking phone numbers? Instantly search for call tracking / call capture phone numbers and activate them instantly with our phone number search tool.
Area Code: Search for local call capture and tracking phone numbers by area code
Optional: Find local or toll-free vanity phone numbers
Toll-Free Numbers: Tick the box to search for toll-free vanity numbers
Tools
View our tools and drip text message tools in this interface. Here you will be able to find the newest CallAction tools.
Holiday Text Messages: Setup your holiday text campaigns
Profile
Here is where you will manage your personal settings, billing, plans, integrations, and API settings.
Profile: Setup your profile and images, destination phone number and business hours
vCard: This is the profile used for the automated vCard text message
Plan: View details of your CallAction plan
Billing: Update your credit card and view billing details
Users: Add users to your CallAction account
Media Library: Upload video, audio, and image files to your drip text messages or text messages.
Integrations: Find links to API integrations like Top Producer, FollowUp Boss, and Marketsnap Shot
Online Help: Directly link to the CallAction support center
Your 1st Call: Instructions to familiarize yourself with using the CallAction mobile web app
Thanks for taking the time to learn the CallAction interface. You can start to personalize your text messages.
Return to our support center or the CallAction site
Not Currently Using CallAction to Capture, Track, and Respond to Leads?
CallAction is an intelligent marketing automation platform engineered to help increase lead conversions and engagement. The system captures, responds, and tracks leads from the three primary forms of communication: calls, emails, and text messages. We offer a free 14-day trial and personal demo.
Take 10 minutes to sign up for a free trial account.