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 CallRail's mobile app.

How to create, edit, or delete a Quick Text

  1. Navigate to your texting interface.
  2. Select a message from your inbox.
  3. Select the Quick Texts icon next to the message box at the bottom of the interaction panel. Then select Add/Manage Quick Texts.
    add_quick_text.png
  4. To create a new Quick Text, select Create Quick Text.
    create_quick_text.png
  5. Name the Quick Text, then type the message you would like to save.
  6. Select Save.
  7. To edit an existing Quick Text, use the pencil icon. To delete a Quick Text, use the trash icon.
    edit_or_delete.png
  8. 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. 
    send_and_save.png

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 from CallRail

  1. Navigate to your texting interface.
  2. Select a message from your inbox.
  3. Select the Quick Text icon.
  4. Choose the message you want to send.
  5. Select Send.
    choose_qt.png

How to send a Quick Text from CallRail's mobile app

  1. Select a conversation to respond to or select the + icon to create a new message.
  2. Next to the empty box where you would type a message to send, you will see a large + icon. Select this icon.
  3. From the menu, select Quick Texts.
  4. Select your desired message. The contents will then fill in the message box.
  5. Use the arrow icon to send your message!
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