Call Logs & Text Chat

Modified on Wed, 30 Jul at 4:12 PM


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What is Call Tracking?

Call Tracking lets us accurately count, record, and deliver incoming calls and texts using a unique tracking phone number. 


Breakthrough uses this technology to help staff capture all leads and owners track marketing efforts. This is incredibly helpful when you are just launching a marketing plan and want to learn where your leads come from, what they respond to, and how your staff interacts with them.


Your Tracking Number

Your tracking number is like a "mask" for your practice number. It routes incoming calls to the practice number you provide in your location settings. 


You choose the area code for your tracking number during onboarding. If you ever need to change the area code or phone number, reach out to your CSM or contact support@getbreakthrough.com.




Phone Leads

While you may get various calls to your tracking number, Breakthrough defines a 'Phone Lead' as any call lasting more than 20 seconds and coming from a unique phone number in a rolling 31-day window.


Anytime a lead calls your tracking number, you will receive a BOOM notification. The call is recorded and will populate in the Call Logs.



Texting Individual Contacts

For times when you need to send a one-off message to a contact, you can send it directly from the Text Inbox. 

  1. Open the Text Inbox by going to the Text Chat tab
  2. Click the pencil icon to begin a new message
  3. Search for the contact by typing their name in the Search bar
  4. Clicking the contact name will open the existing chat thread (if applicable) or a new message 

 



Replying to Texts

  1. Open the Text Inbox by going to the Text Chat tab
  2. From the dropdown menu, select 'All Messages
  3. Click the contact that you want to message 
  4. Type your message and click 'Send Message'




Emojis & Attachments

Emojis can be sent and received in the Text Chat log by copy & pasting. In some cases, you can use a shortcut - for example on a Mac, use the keys "Ctrl", "Cmd" and space to open up the emoji menu. 

Note: Breakthrough does not support sending pictures, attachments, or emojis to your contacts through text campaigns.


Reasons we restrict emojis in text campaigns:

  • They are not universal across cell providers and can sometimes not show up or show up as a different emoji
  • Depending on the carrier, they may be considered a segment of your text messages (which means a higher chance of being filtered as spam)
  • Emoji require twice as much data to encode than standard alphanumeric characters and can impact the formatting of your message

Supported Placeholders

The below placeholders can be copied/pasted into your text message body so that each contact receives a personalized message. 


PlaceholderValue
[Contact.Email] / [Contact.Phone]
The email address or phone number for the contact 
[Contact.FirstName] / [Contact.LastName]
The first or last name of the contact
[Practice.Name]
The name of your practice (not location-specific)
[Location.FullAddress]The full address of your location, as it is in your settings
[Location.GoogleBusinessReviewLink]
Your Google MyBusiness review link, as it is in your settings

  • When sending links, avoid using a link shortener unless you have a paid subscription that includes a private domain for your links. Link shorteners are more likely to be blocked by carriers. 
  • To shorten a URL for free, you can use online services such as Rebrandly or Bitly on all your links. The process is simple: you paste the long URL into the designated field, and then click a button to generate a shortened URL.

Automated Workshop Texts

The Text Chat Inbox will also show you automated messages sent on your behalf. Immediately after someone registers for a workshop, they will receive a text message asking them to call your clinic and confirm their registration.


This will increase the quality of your leads by automatically generating more touchpoints and will increase the workshop confirmation rate.


Registrants will also receive a reminder text 24 hours before the workshop. This will provide them with the date, time, address, and phone number of the workshop. 



Note: If you update this registrant to Free Screen, Initial Evaluation, or Move to No Phase, the recipient will not receive this text message reminder prior to the workshop date.



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