Making your customers feel valued goes a long way in establishing a solid relationship with them, leading to more future purchases. One way to do this is by maintaining constant contact and ensuring they feel heard. However, 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 Automated Missed Call Text Back and let your CRM have your back when you are away. This feature immediately sends an SMS or WhatsApp 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 opening the Phone System tab. This number will be used for the missed call text-back.
Setting Up the Missed Call Text Back Feature #
After setting up your phone number, switch to the Voice tab to find the missed call text back option within the Voicemail & Missed Call TextBack tab.
- Ensure the Missed Call Text Back feature is enabled by checking the box. This option sends an SMS after the missed call.
- Click Customize to modify the 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 the feature works as intended.
- Finally, click Save to keep your changes.
Missed Call WhatsApp Back #
If you prefer to send a WhatsApp message, you can enable that feature as well. A pre-approved WhatsApp template will be ready to use, which you can customize to match your brand and use case.
As with creating a WhatsApp template, you can assign a template name, enter header, body, and footer texts, and create a button. After filling out each area, preview the message on the right-hand section of the page and then click Create.
By setting up the Missed Call Text Back feature, you show your customers that they matter even when you can’t answer the phone. It is a small step that makes a big difference in building trust, keeping communication flowing, and ultimately driving more business.
Practical Examples and Use Cases #
Imagine you are attending a sales meeting and miss a call because you are 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 #
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.
What do I need before enabling missed call text back? #
You must have a phone number added to your account through Settings > Phone System. That number is used to send the text-back message.
Where do I turn the feature on? #
Open the Voice tab and go to the Voicemail & Missed Call TextBack section, then check the box to enable Missed Call Text Back.
Can I include a booking link in the message? #
Yes. When customizing the message, you can add details and an appointment booking link, and use the tag icon to insert custom values.
Can I send a WhatsApp message instead of an SMS? #
Yes. You can enable Missed Call WhatsApp Back, which uses a pre-approved, customizable WhatsApp template with header, body, footer, and button options.
How can I confirm the feature is working? #
Send a test message after customizing it. If it does not arrive as expected, verify your phone number setup and check the message for formatting errors.
