Quick Texts

Quick Texts help you save time and standardize your text replies by saving messages that you frequently use, so you can send them out to customers with a single tap.

Where to use Quick Texts

Quick Texts can be used in both CallRail's Messaging tab and Lead Center.

How to create, edit, or delete a Quick Text

1. Navigate to your texting interface.
   1. From Messaging
      1. Select a message from your inbox.
   2. From Lead Center
      1. Select the text message icon in the top right of the interaction panel.
      2. Using the quick action buttons in the inbox.
      3. Select a text message from the Incoming interactions section in the inbox.
      4. Access a text message from a customer's interaction history.
2. Select the Quick Texts icon next to the message box at the bottom of the interaction panel. Then select Add/Manage Quick Texts.
   
3. To create a new Quick Text, select Create Quick Text.
   
4. Name the Quick Text, then type the message you would like to save.
5. Select Save.
6. To edit an existing Quick Text, use the pencil icon. To delete a Quick Text, use the trash icon.
   
7. You can also create a Quick Text when you send a text. To do so, type a text in the message box. Use the arrow in the save button, and select Send and save as a Quick Text. The message will now be saved to your Quick Text menu. 
   

Once you've created a Quick Text, it will be stored in the Quick Text menu the next time you need to send it. 

How to send a Quick Text

1. Navigate to your texting interface.
   1. From Messaging
      1. Select a message from your inbox.
   2. From Lead Center
      1. Select the text message icon in the top right of the interaction panel.
      2. Using the quick action buttons in the inbox.
      3. Select a text message from the Incoming interactions section in the inbox.
      4. Access a text message from a customer's interaction history.
2. Select the Quick Text icon.
3. Choose the message you want to send.
4. Select Send.