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
Login to Follow Up Boss
Select the Contact to schedule a text
Add the contact to CallAction, if not currently added
Write your text message
Click the Schedule button
Select a date & time
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
Click on the Schedule Text notification
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.