Automated Responses

Send an automated text message to someone who fills out a form on your website or whose call you missed. CallRail's Automated Response feature is commonly used to let a customer know when they can expect to hear from you if you weren't available to speak with them when they reached out to your business.

Getting Started

Each automated response we send on your behalf will show in your customer's timeline so you know when they received your auto-reply. Standard text messaging rates apply for each text message we send as an automated response. Use your account's Billing page to see how many text messages are included in your pricing plan.

When setting up automated responses, keep in mind that a customer might provide a landline number or another phone number that can't receive text messages. In this case, they wouldn't receive your automated response.

Automated responses for form submissions

Automated responses are company-dependent within your account. Use the instructions below each time you'd like to set up Automated Responses for a different company in your account.

Sending an automated reply once someone fills out a form on your website requires Form Tracking. Form Tracking is available on the Marketing Analytics and Analytics Suite pricing bundles. Use our help article to see or change your pricing.

  1. Click Analytics in the navigation bar on the left.

  2. Select Settings at the top of the page.

  3. Choose the company where you'd like to set up Automated Responses.

  4. Select Automated Responses in the Workflow menu on the left.

  5. Click the checkbox to Send a text message when I receive a form submission that contains a phone number.

  6. Pick the tracking phone number we should use to send your automated response. Your available options here will be your local tracking phone numbers, as toll-free tracking phone numbers are unable to send text messages.

  7. Enter a message that you'd like customers to receive when they submit the form they've completed on your website.

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  8. Click Save when finished.

Automated responses for missed calls

Automated responses are company-dependent within your account. Use the instructions below each time you'd like to set up Automated Responses for a different company in your account.

  1. Click Analytics in the navigation bar on the left.

  2. Select Settings at the top of the page.

  3. Choose the company where you'd like to set up Automated Responses.

  4. Select Automated Responses in the Workflow menu on the left.

  5. Click the checkbox to Send a text message when I miss a call.

  6. By default, we'll send your text message from the tracking phone number your customer called. Pick a backup tracking phone number in case your customers call a tracking number that doesn't support text messaging. Toll-free tracking phone numbers are unable to send text messages.

  7. Enter a message that you'd like customers to receive when you miss their call.

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  8. Click Save when finished.