Quick Texts

This feature is available for the Calls & Texts Essentials plan and higher.
Use our help article to see or change your pricing.

Quick Texts are reusable text messages you can use to text your customers. Use Quick Texts to respond to missed calls with a text message, or to send appointment reminders and promotions without having to write a new message each time.

Getting Started

All text message interactions take place in Lead Center or CallRail's mobile app. 

Only local U.S. and Canadian tracking numbers are able to send and receive text messages.

Learn more about text message analytics in CallRail.

Creating a Quick Text

Quick Texts require Lead Center in your account. Learn how to set up Lead Center for your account.

Quick Texts are company-dependent within your account. Follow these instructions for each company where you’d like to use Quick Texts.

  1. Click Lead Center in the navigation bar on the left.

  2. Select the Texts tab.

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  3. Click the button to Send a Text Message to begin a new text conversation.

  4. Click the Gear icon to Edit Quick Texts.

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  5. Click Create Quick Text

  6. Name your Quick Text and type in your message. The title will not appear the end recipient of the text message, only in your CallRail account. Messages you enter for Quick Text can be customized and editing before sending a text message. 

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  7. Then click Create.

Sending a Quick Text

You can send Quick Texts from Lead Center. Repeat the steps listed below for each Quick Text you’d like to send.

  1. Click Lead Center in the navigation bar on the left.

  2. Select the Texts tab.

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  3. Click the button to Send a Text Message to begin a new text conversation.

  4. In the From drop-down menu, select the tracking number that you’d like to appear on the caller ID of the text recipient, and enter the telephone number where you'd like to send your message.

  5. Choose a Quick Text you've created by clicking the Quick Text drop-down. You can make any changes needed to your Quick Text before sending it or save a new message as a Quick Text using the checkbox.

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  6. Click Send & Archive when finished.

FAQs

How is a text conversation defined?

A text "conversation" is CallRail's method of grouping and displaying data. A conversation is defined as any one-to-one chat conversation over a 24 period between 12 AM and 11:59 PM. Each day's conversation will exist separately from one another. The customer continues to see your text messages on their mobile device as a continuous conversation.

Can I send a Quick Text in bulk to multiple numbers?

It's not possible to send a single message to more than one recipient. If you'd like to send the same text message to more than one person, we recommend creating that message as a Quick Text as outlined above and sending the Quick Text to every number you're looking to message.