Greeting Step

The Greeting step in the Call Flow Builder allows you to play a recorded announcement to your callers. You can upload an mp3 file of a greeting you own or type in a message that CallRail will read to the caller in a friendly voice. 

Use this article to learn how to:

  • Create a Greeting step in the Call Flow Builder
  • Assign your call flows to multiple tracking numbers

Getting Started

If you prefer to not use the Call Flow Builder, you can implement a greeting on your tracking number's "Edit" page. Here's how:

Create a single greeting

Create a Greeting Step

Call flows are company-specific in your account. Follow the instructions below to create a call flow with a Greeting step in the company of your choice.

  1. Choose the company where you’d like to use a Greeting step.

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  2. Click Tracking at the top of the page.

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  3. Select your Call Flows from the Calls & Texts menu.

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  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.

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



  6. Choose your call recording preference. Slide the toggle to ON to record all calls to this call flow. Keep the toggle OFF if you don’t want calls to this flow recorded.

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  7. Select Greeting from the list of available steps.

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  8. Click Read Message and type in the message you'd like CallRail to read to the caller in a female voice. The voicemail language will default to the country selected at the top of the call flow. This can be changed in the drop-down above your message.

    Alternatively, click Play Recording to upload a recording from your computer you'd like to use.

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  9. Once you've created your greeting, select additional steps where calls should forward according to your business preferences.

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  10. Continue configuring your call flow to your personal preference. Then, click Save at the top of the page to save your call flow.

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Assigning Your Call Flow

Once you’ve created your call flow, you’ll assign it to your tracking numbers. Since your call flows can be shared, you’re able to assign a single call flow to multiple tracking numbers within the same company in your account. When you assign a call flow to a tracking number, your call routing updates immediately.

Call Flows can only route to a destination number in the country selected at the top of the call flow, or a US/Canada number.

  1. Choose the company whose call flow you’d like to assign to a tracking number.

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  2. Click Tracking at the top of the page.

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  3. Select your Active Numbers from the Calls & Texts menu.

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  4. Choose the call flow you’d like to assign to a tracking number in the Destination column. Select the call flow from the drop-down that you’d like to assign to that destination number.

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  5. Click Save and update call flow on the prompt.

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