Text templates are useful when similar content is sent to contacts through Follow Up Boss. Creating a text template for this purpose will save a lot of time and keep wording consistent between team members. Text templates can also be used in action plans to send an initial auto-response.
Creating Text Templates
- Go to Admin > Text Templates
- Click + Text Template in the upper right-hand corner
- Add a Template Name and Text Content > Save
Note: Share this text template with everyone option shares the template with the users on your team.
Editing Text Templates
- Go to Admin > Text Templates
- Click the desired Folder or Search for the Text Template
- Select the Edit Pencil icon on the right of the template
- Complete the Changes > Save
Note: Changes made to the template will automatically update action plans using the text template.
Using a Text Template
To send a text template, simply click on Templates in the lower left of the text window and search for the desired template.
Text Template Performance Scores
When text templates are used in Follow Up Boss, the response rate for each template is tracked and reported with Text Template Performance Scores.