What is Click-to-Text?
Click-to-Text is a powerful lead generation feature that lets you create shareable links and QR codes. When someone clicks your link or scans your QR code, their messaging app opens automatically with your phone number and a pre-written message ready to send.
Why Use Click-to-Text?
Simplify Contact: Remove friction by pre-filling text messages for your prospects
Track Engagement: Monitor who clicks your links and who actually sends messages
Versatile Sharing: Use links on websites, social media, emails, or print QR codes on flyers, business cards, and signage
Organize Leads: Automatically tag incoming contacts for easy follow-up
Getting Started
Accessing Click-to-Text
Navigate to Click to Text from your sidebar menu, or discover it from the Discover page tiles (marked with a "New" badge).
Creating Your First Link
Click + New Link button
Name your link for easy identification
Select an inbox and phone number where you want to receive messages
Write your pre-filled message that recipients will see (supports emojis and AI text tools)
Add tags (optional) to automatically categorize incoming leads
Click Generate
Sharing Your Link
Once generated, you can:
Copy the link to share digitally
Download the QR code (PNG format) for print materials
View mobile preview to see how it appears to recipients
Managing Your Links
Actions Available
Copy Link: Get the shareable URL
Download QR Code: Save as an image file
View Details: See click and lead statistics
Edit: Update message content or settings
Duplicate: Create a similar link quickly
Delete: Remove unused links
Note: Deleted links will stop working immediately—recipients won't be redirected to your messaging app.
Tracking Performance
Each link includes detailed statistics with two tabs:
Clicks Tab: See who clicked your link or scanned your QR code
Leads Tab: Track who actually sent you a message
Search by name, email, or phone
Sorted by most recent first
Filter by date range
Take mass actions on multiple contacts
Tips for Success
✅ Be clear and specific in your pre-filled message
✅ Use descriptive link names to track different campaigns
✅ Leverage tags to organize leads by source or campaign
✅ Test your links before sharing widely
✅ Monitor your statistics to understand which campaigns perform best
Common Use Cases
Retail: Add QR codes to receipts or in-store signage
Events: Share links in event promotions for quick RSVPs
Real Estate: Include QR codes on property signs
Restaurants: Enable easy reservations or takeout orders
Service Businesses: Simplify appointment booking requests