Action Plans Overview
Action Plans prevent contacts from slipping through the cracks and keep your schedule on track. Your account will come pre-equipped with several of our most successful Action Plans that you can start using right away. Find more Action Plans to use in the Action Plan Sharing Library. Use Action Plans for: Automatically sending an initial text mes...
How to Create and Edit Action Plans
Admins have the ability to create and edit Action Plans. Admins can also find more Action Plans to use in the Action Plan Sharing Library. To Create an Action Plan: 1. Go to the Action Plans page (Admin > Action Plans). 2. Click “Create your own” at the top-right. 3. On the next page, give the Action Plan a name to label it. 4. Check or uncheck t...
Action Plan Sharing Library
Follow Up Boss has a built in Action Plan Sharing Library under Admin > Action Plans > Browse action plan library. The library is sorted into categories, click into the relevant category and then browser plans. Once you see a plan you like the sound of click Preview to review it. If you'd like to copy the plan to your account click Back to Lib...
Initial Text Autoresponder
Follow Up Boss can send automated text messages to new leads. You can add a text message to an action plan and it will be sent to new leads with valid phone numbers that this action plan is triggered for. How to enable text autoresponders? - Select Admin, then Action Plans in the top menu (admin users only). - If you already have an action plan s...
How to Share Action Plans (Publicly)
Action Plans can be shared publicly in the Follow Up Boss Action Plan Library. The library contains hundreds of action plans from hundreds of different teams. Sharing action plans publicly is especially beneficial for users with multiple accounts or users serving multiple city/state areas. How To Share To share an action plan follow these steps: Cl...
How to Assign Action Plans
To assign an Action Plan to an existing lead/contact: 1. Open the contact’s profile page. 2. Click the ‘plus’ icon in the Action Plans box (on the right side of the profile page). 3. Select the Action Plan and click “Activate Plan.” How to reassign an Action Plan Action Plans can be applied to a lead multiple times. To do this, apply the Action Plan...
After Hours Queued Text Messages
In order to boost lead engagement and comply with FCC regulations, Follow Up Boss will not send out action plan initial text messages from 9pm - 8am, based on the local time of the agent that the lead was assigned to. The text message will be sent at 8am the following morning. Automatic Cancellation If any contact is made between the lead and assig...
Using Automations to Never Miss a Date
Using Automations Calendar date triggers, you can automate reminders and communication based on important dates such as Deal Close Date, Birthday and Anniversary. Here's how it works: First choose the Calendar Date Trigger: Next, choose the date that you would like to act as the Trigger. You can choose from Deal Close Date (which is the Close Date ...
Automations
Automations are here to help you automate your workflows and maximize key lead events so you can get the most out of each and every lead and still have time to focus on what you do best - closing deals! Automations automatically start action plans based off of a Trigger event and optional conditions. An example of an Automation is, "When stage chang...
Creating Automations
Create Automations While everyone on your team can view Automations, only account owners and admins can create new Automations. To create an Automation goto Admin -> Automations (or click here). Click on “+ Add automation” in the top right. From the Create Automation screen, you will choose a name. If you do not choose a name, we will choose one ...
Run More than Once
Run More than Once By default, automations will only run once per contact. If you would like the automation to continue to run every time the trigger event happens and the conditions are met, choose this option: With this option selected, when the trigger happens and the conditions are met, the automation will apply the action plan as long as the ac...
Barry Jenkins' Automations
You've seen his Masterclass on using Smart Lists. See what Professor Barry is up to now with Automations: Hot Leads to Lender "Killer automation to add your lender to leads the second something good happens" Click here to preview and use this automation Stage to Contact "Automation to remove leads from your focus that have negative activity like b...
Automations Based on New Activity
Reach out when an old lead has new activity If you've got the Follow Up Boss Pixel installed on your website, you can see when an old lead visits your site and trigger an action plan based on their activity. Try out these Automations to trigger action plans based on new activity from existing leads: New Inquiry for an existing lead: Follow up fo...
Automations for Nurturing your Leads
When someone tells you they're just starting their search and not planning to act for a few months, easily start a nurture campaign that keeps you top of mind while you focus on active buyers. Try out one of our Best Practices Automations to help you nurture your existing leads: Nurture Long Term Buyers This automation will trigger a long term nur...
Automations for easier workflows
Automations can be used to standardize your workflows, save you on clicks, and ensure that you can stay focused on what you do best- closing deals. Bad Number This automation will help you stay in contact with leads that you are not able to connect with by phone. The goal is to begin communication via email or get a new number to call. Click here ...
Sharing Automations
Save time, share with your team Although, your Follow Up Boss account has comes pre-loaded with Best Practice Automations that cover some of the most common needs we’ve seen in the Follow Up Boss community, we know there are limitless possibilities! For that reason, we want you share your Automations with a teammate or friend using a custom link. Th...
