Uploading and Recording Greetings

You can upload and record custom greetings for any of your tracking numbers by navigating to the number configuration page. Your greeting will be the first thing a caller hears when they dial a tracking number. A greeting can be designated for one number or for multiple numbers using the Call Flow Builder.

Getting Started

Greetings can be uploaded directly from your computer or recorded right inside of CallRail. Multiple greetings can be saved inside of your CallRail account and you can change the greeting on any tracking number at any time. Greetings uploaded to CallRail must be mp3s in order to upload properly.

Upload a Greeting to Your Tracking Number

These instructions will show you how to add a custom greeting to a single tracking number.

  1. Choose the company where you'd like to add a custom greeting.

  2. Select Tracking at the top of the page.

  3. Click the Pencil icon for the number where you'd like to add a greeting to edit its configuration.

  4. On the following screen, click the Pencil icon at the upper-right of the Number Options menu.

  5. Check the Play a greeting to the caller box under Call Greeting and then select Play Recording.

    Screen_Shot_2018-11-13_at_4.29.31_PM.png
  6. Select Choose Recording, and if none are currently uploaded, click Upload Recording from the options listed at the top of the menu.

  7. Select Choose File, then navigate to the .mp3 file you'd like to use as your custom greeting. Click Upload Recording after you have made your selection.

  8. Select Save after returning to your Number Options screen.

Upload a Greeting to Your Call Flow

These instructions will show you how to add a custom greeting to the Call Flow Builder. This is the fastest way to add one greeting to multiple numbers.

  1. Choose the company where you’d like to create a greeting.

  2. Click Tracking at the top of the page.

  3. Select your Call Flows under Calls & Texts in the menu to the left.

  4. Create a new call flow by clicking Create New Call Flow. You can also click the Pencil icon to edit an existing call flow.

  5. Name your call flow at the top of the page.

  6. Select a call recording option. Slide the toggle to ON to record all calls to this call flow. Otherwise, keep the toggle OFF.
  7. Select the Greeting step from the menu of options.

  8. Select Play Recording from the options at the top of the step.

    Screen_Shot_2019-08-29_at_4.49.07_PM.png
  9. Select Choose Recording, and if none are currently uploaded, click Upload Recording from the options listed at the top of the menu.

  10. Select Choose File, then navigate to the .mp3 file you'd like to use as your custom greeting. Click Upload Recording after you have made your selection.

  11. Select Save in the top right after being returned to the main call flow screen, and then confirm by clicking Yes, save and activate my changes.

Record Your Own Greeting

These instructions will show you how to record a custom greeting that can be used for one or multiple numbers. Whether using the number configuration page to record a greeting for a single number or the Call Flow Builder to record a greeting for several numbers, follow the steps listed above to find the Choose Recording screen.

  1. Follow steps 1 through 8 of the Upload a Greeting to Your Call Flow section listed above to create or edit a Call Flow containing a Greeting step where you can record a greeting.

  2. Select Choose Recording, then click Create Recording from the options listed at the top of the menu. 

  3. When you're ready to record, click the red record button and speak clearly into your computer's microphone. Click the blue stop button when you are finished recording.

    record.png
  4. Click Create Recording when finished.