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.

You'll first need to enable the CallAction app in your FUB CRM.

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.

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