All Collections
Getting Started
Schedule Text Messages in Follow Up Boss
Schedule Text Messages in Follow Up Boss

Learn how to schedule text messages using the Follow Up Boss CRM embedded app.

Updated over a week ago

How to Schedule a Text Message

Need to follow up with a contact tomorrow at 7pm? Instead of scheduling a task, write and schedule a text message now within the Follow Up Boss CRM using the CallAction embedded app.

Scheduling to a Text

  1. Login to Follow Up Boss

  2. Select the Contact to schedule a text

  3. Add the contact to CallAction, if not currently added

  4. Write your text message

  5. Click the Schedule button

  6. Select a date & time

  7. Press Text

Once you have scheduled a text message to send in the future, you'll see the on the contact record. You can cancel a scheduled message anytime with the simple click of X.

Canceling a Scheduled Text Message

  1. Select Contact

  2. Click on the Schedule Text notification

  3. Click on the X to Cancel

Stack Your Scheduled Follow Up Text Campaign

If you think the contact may not respond to the initial scheduled text message, you can also assign a CallAction drip campaign that starts after the scheduled message to continue your follow-up.

Not a CallAction User?

Start a free trial of CallAction and turn on the embedded app. You'll be able to automate your Follow Up Boss lead follow up with our powerful workflow.

Did this answer your question?