Never miss another lead with Quick Response

When a customer submits a form on your website, they are actively looking for a service or product you provide. Sometimes by the time someone from your business reaches out to them, they have already found another company. 

That’s where Quick Response notifications come in. With Quick Response notifications, when a customer submits a form on your website, we'll instantly call or text you that customer's phone number and a link to the submission, so you can connect with them immediately. These notifications help you reach customers that are interested in your business and ready to talk, even if you're not at your computer. 

If you choose to call a customer back through these notifications, the call will appear on your call log as an outbound call and will be billed accordingly.

  1. Click the Account icon in the top left to open the My Account panel, then click Notifications.

  2. Select Forms from the Quick Response section in the left menu.

  3. Choose the company where you'd like to set up your Quick Response and click the corresponding Edit (pencil) icon.

  4. The phone number you enter here should be a number you own outside of CallRail and not a CallRail tracking number. Then, configure your callback preferences.
  5. Set your company's business hours. This ensures we don't call or text you notifications outside of working hours.


  6. When you're finished setting up your Quick Response notifications, click Save at the bottom of the page.
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  • This is a great idea and was wondering if we can follow some sort of a call flow so that the CS rep who becomes available first can answer instead of just one number to text.

     

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  • Hello Bruce. The quick response will need to go to a specific number. However, you can reply to that text from any CallRail tracking number that you have. Administrators on your account have access to text from all numbers but Managers and Agents will be limited to numbers on the company(s) that they belong to. Your business will need to be registered for text messaging beforehand in any case. I hope this helps and let us know if you'd like additional information.

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