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.

⚠️ Important: Business Registration must be approved to send text messages from FUB.

Creating Text Templates

1. Go to Admin > Text Templates
2. Click + Text Template in the upper right-hand corner
3. 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.

Text Template Folders 

Text template folders are designed to organize your templates for easy use.

1. To add a folder, click + Folder in the upper right-hand corner

2. Create a Folder Name > Save

3. Open a Text Template > Add Folder > Save

Note: All initial Text Messages are automatically stored in the Initial Text Messages—Lead Flow folder. 

Editing Text Templates

1. Go to Admin > Text Templates

2. Click the desired Folder or Search for the Text Template

3. Select the Edit Pencil icon on the right of the template

4. Complete the Changes > Save

Note: Changes made to the template will automatically update action plans using the text template. 

Using a Text Template

Lead Flow

Add a text template to the lead flow to send to all new leads from the source. Simply click on Templates in the lower left of the text window and search for the desired template.

Lead Profile & Quick Text

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.