Text Autoresponders

Follow Up Boss can send automated text messages to new leads. This feature works via action plans, you can add a text message to an action plan and it will be sent to new leads with valid phone number that this action plan is triggered for.

How to enable text autoresponders?


- Select Action Plans in the top right corner menu:



- If you already have an action plan setup for new leads and want to add text message to it, open that action plan.  Follow Up Boss ships with "Buyers engagement emails" and "Seller Lead Drip" for buyers and sellers respectively, so even if you just signed up, there are action plans that you can use. Click on the action plan you'd like to add a text message to:



- Scroll down to the bottom of the screen and click "Add initial text message" button near the bottom of the screen:



- Type the message you'd like to send to new leads, there is a limit of 300 characters. You can use merge fields for lead name, agent name, etc. Click Save button at the bottom of the screen to save the text message:



This activates sending automated text messages to new leads that this action plan is triggered for.
You should also check the Lead Flow screen to make sure this action plan will be triggered for the right lead sources.

Sample autoresponders


Here is a sample autoresponder you can use for buyer leads:

Hi %contact_first_name%, re: %inquiry_address%. What's the best time to call you? -%agent_first_name%

And one for seller leads:

Hi %contact_first_name%, thanks for your home value request. What's the best time of the day to reach you? - %agent_first_name%

How do I know if a lead was sent a text message?


When automated text message is sent for a new lead it leaves an entry on the Overview tab in the lead's history:



Why didn't it send a text to that lead?


There are a few common reasons why a text message is not sent to a lead:

- It's not a new lead. We only send automated text messages to new leads, for example if you apply an action plan manually to existing lead, it won't send a text message to them.

- Action plan wasn't triggered for that lead. If you don't see a line in history about the action plan where the text message is configured, it means that the action plan didn't run and the text message wasn't sent. The most common reason for that is this action plan is not activated for the lead source this contact came from. C heck the  Lead Flow screen  to make sure the action plan is setup for the lead sources you'd like it to run.

- Lead doesn't have a phone number or the number is not valid. We need a valid phone number to be able to send a text message, as you know some leads come without one, so text message won't be sent for them.

How to disable a text autoresponder?


To remove text message from an action plan, open the action plan and click red "x" icon in the top right corner of the text message box, then scroll down and click Save button to save your changes:



What happens if the lead tries to reply to the message?


The message sent to a lead is sent from the number displayed in the action plan:



If the lead sends a text  message to that number, we will forward the text message to the the agent assigned to the lead via email (and by text message as well if the agent has it set up). If the lead calls that number we will connect the call to the assigned agent.  Replies to this number will also be displayed on the overview tab of a contact:



If the lead calls that number using a different phone, we will not be able to identify the lead, in that case we will connect the call to the account owner's phone number.

How to change the phone number from which messages are sent?


The account owner may want to change the phone number of autoresponder for marketing or other reasons. To do this, you should open the action plan page and click on the "[Change]" link next to the phone number. After that, you need to specify an area code and select a number from the phone list.
 
Please note:
Currently we support phone numbers in US and Canada.
Not all area codes are available.
Please note changing your number will stop your old number from working.  

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