Texting Betty is a simple solution that makes it incredibly easy to add texting functionality to your Follow Up Boss action plans and send or schedule texts to be sent through the embedded app.
Sending Texts using Notes in Action Plans
Texting Betty uses Follow Up Boss notes to send text messages through Texting Betty. Notes can be added directly to a lead profile but to automate the texting, you can add the notes through action plans.
Note steps inside action plans can be used to send text messages the same way you use email, task, and other steps. Simply add a note step and pre-fix the text message content with one of the Texting Betty tags. You can schedule the text messages to be sent at specific times and during business hours. In this example, the first step will send the text message immediately if it is within business hours and the second text will be sent at 11:30am:
Once the step runs, you will see the text message appear in the Follow Up Boss timeline:
Tags for Sequencing
Here are the list of tags used by Texting Betty to indicate when a text should be sent:
| Tag | Result | Use Case |
|---|---|---|
| [now] | TB will send the text message immediately. This tag bypasses business hours. |
Send a welcome text message to a lead immediately after they sign up on your website |
| [scheduled] |
TB will send the text message immediately but only if within business hours. If outside of business hours, the text message will be sent as soon as the business opens. |
Send a welcome text message to a lead immediately after they sign up on your website but only if it is during the business operating hours. |
| [9am], [9:30am], [1pm], etc. | TB will schedule the text message to go out at 9am. If the current time is past 9am, the text message will be sent immediately. |
When creating action plans, it is recommended to schedule specific time for the text messages to be sent out. Do not use [now] tag because the text will be sent as soon as the action plan runs, which can be very early in the morning. |
| [1h] | TB will delay the text message by one hour. |
When running other communication tools like Ylopo Raiya, you should delay sending TB text messages to see if the contact engages elsewhere first. |
| [5min] |
TB will delay the text message by 5 minutes. |
|
| [delete] | Deletes a text message that has been scheduled but has not been sent | Deleting the text of a note does NOT mean that the text message is deleted form our system. You must use [delete] tag to make sure it has been removed from the internal schedule. |
Phone Numbers
Texting Betty operates on a separate phone line created specifically for you so you don't have to worry about your main business phone number being flagged as spam. Multiple numbers can be added to avoid overuse.
Embedded App
The Texting Betty Embedded App can be used to send or schedule text messages directly from the lead profile:
Need Help?
Contact Texting Betty at support@textingbetty.com.