5-Minute Quick Start Guide

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Welcome to Call Loop!

You're only a few steps away from getting up and running. 


Step 1: Create a Group

Please note that Call Loop is Group-based, so the first step you'll need to complete is "Create a New Group". 


From the "Create Your Group" page, give your Group a name. A Group is a list of Contacts. It could be customers, website subscribers, people who text in your Keyword from an event, or whomever. 


If you plan on integrating Call Loop with one of our email providers, please check our KnowledgeBase on "how-to" tutorials for their specific integration. The integration is optional.


Step 2: Create a FollowUp (Auto-Reply) Message

The next step is to create your first FollowUp (Auto-Reply) message to be sent to your new subscribers immediately after they join your Group.


On the "Create Your FollowUp" page, give your FollowUp a name and keep the "Send Immediately" option selected. This will set your message to be delivered immediately after the subscriber joins your Group. Click "Continue".


On the next page, you can customize your Auto-Reply message. Once you create your message, click "Create FollowUp" and your FollowUp message will be created.


After the FollowUp message is created, you can test your message that you created, or if it's ready to go, just click the "OFF" button to turn it "ON".


Step 3: Build Your List

There are a few ways to build your Contacts list:

  1. Create a Web Form
    You can create a Web Form with Call Loop to place on your blog, website, or anywhere on the web to capture Contacts. Learn more about Web Forms.

  2. Import Contacts
    You can import Contacts to your Group. Although, we have strict rules for importing Contacts, it is a viable way to add Contacts to a Group. Learn more about importing.

  3. Text-To-Join Keywords
    Contacts can text in your Keyword to join your Group. You can purchase a Keyword for $15/month, or if you are on a monthly plan, secure your Keyword by searching for a Keyword and adding it to your account. Learn more about keywords.

  4. Third-Party Integrations
    If you are using one of our integration partners, you can build your Contact list by adding Contacts through there. For example, with AWeber, as Contacts complete your Web Form, you can add them to a Call Loop Group. Learn more about integrations.


Step 4: Add Credits To Your Account

In order for your messages to be delivered, you'll have to purchase message credits or setup Auto-Recharge on your account. The Auto-Recharge feature ensures that your messages will be delivered to your Contacts. When your credits fall below a certain threshold, we will automatically charge your credit card on file and replenish your credits.

That's it! 

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