Use this set of instructions to place an outbound call from CallRail's messaging interface. This method allows you to call any customer who has previously called one of your tracking numbers.
Return a call
- Select a conversation from your Messaging inbox. The inbound number's contact information will appear on the right side of the conversation window.
- Select the contact's phone number. A new window will appear to place the outbound call.
- Select the phone number you want to use to make the call. The customer will not see this number; they will see the tracking number they originally called.
- If you have not previously placed an outbound call, you will need to select Manage numbers and save your phone number.
- If you have not previously placed an outbound call, you will need to select Manage numbers and save your phone number.
- Because you are returning a call, the company and tracking number the customer contacted previously will be filled in. Confirm these details and choose whether or not you'd like to record your outbound call. We strongly recommend checking your state and local laws to ensure you're able to record outbound calls.
- Select Place Call to dial your customer. You'll then receive a call to your selected phone number that prompts you to press 1 to connect to your caller. Select 1 at the prompt to call your customer.
- You can cancel the call at this point by simply hanging up.