How to Set Up Automated Missed Call Text Back

Making your customers feel valued goes a long way in establishing a solid relationship with them, leading to more future purchases. One of the ways you can do this is by keeping constant contact with them and ensuring they feel heard. However, we understand this is not always possible; there will be moments when your team is unavailable, and no one can pick up a client's call.

This is why we encourage you to set up your Automated Missed Call Text Back and let your CRM have your back when you're away. This feature will immediately send an SMS message when a call goes unanswered, keeping the ball rolling and your customers satisfied.

Requirements

If you haven't already, add your account's phone number by going to your Settings and then opening the Phone System tab. This number will be used for the missed call text back feature. If you need additional help setting it up, please check our article “Settings: Phone Numbers.”

Setting Up the Missed Call Text Back Feature

After setting up your phone number, switch to the Advanced Settings tab to find the missed call text back feature.

Scroll to the SMS Settings section and ensure that the Missed Call Text Back feature is enabled.

Next, click “customize” to modify the text message. 

You can include a prompt for more information, add details, or even add a link to book an appointment directly. Click the tag icon to include custom values in the message.

Once you have customized your message, send a test message to ensure that the feature is working as intended.

Finally, click Save to keep your changes.

By setting up the Missed Call Text Back feature, you're showing your customers that they matter- even when you can't answer the phone. It's a small step that makes a big difference in building trust, keeping communication flowing, and ultimately, driving more business. Don’t miss the opportunity to create a seamless experience- let your CRM do the heavy lifting while you focus on what matters most.

Practical Examples and Use Cases

Imagine you're attending a sales meeting, and you miss a call because you're with a client. The missed call text back feature automatically sends a message to the caller, saying, "Sorry we missed your call! Can we help you book an appointment or answer any questions? Reply here or book directly at [appointment link]." This immediate response keeps the lead engaged and increases the chances of booking an appointment.

Troubleshooting Tips

• Feature Not Working: Ensure your phone number is set up correctly and the missed call text back feature is activated.
• Customization Issues: If your message isn't sending as customized, double-check the text for any errors or formatting issues.

Frequently Asked Questions

Q: Can I customize the message for different times of the day? 

• Currently, the message is standard regardless of the time. However, you can update the message as needed to reflect any time-specific information.