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Homebot/Home Equity Lead Action Plan
New Buyer Lead Action Plan
Review Request Text & Email
Yes, we offer an embedded app within the Follow Up Boss sidebar for easy access to many our features as well as the enabled drip texting within action plans! Most of our features run through FUB notes and then SMS gets converted to show as marketing text messages in FUB.
Not using Follow Up Boss? No problem, we suggest the Platform plan for access to additional features however you can still use the Messaging Plan for some of the functions.
Twilio is the provider for your local phone number and all phone communication between systems. Once we have you set up and you share your Twilio account with us, you will only need to occasionally access Twilio to keep your card on file updated and if you want to monitor usage logs. Our team will handle the Twilio A2P 10DLC registration for you and assist with any support requests with Twilio.
See Leadngage's detailed FAQ page on Twilio Fees & Overage Charges.
There is one subscription fee for Leadngage for each master Follow Up Boss account. Your Leadngage account covers all users within your Follow Up Boss account, whether it's one or fifty users. Once enabled for one user, all users have access to the Leadngage widget and drip texting in action plan ability in FUB. You will pay additional for going over your usage limits if your team is very active in messaging. We have additional plans with higher limits or you can pay for overages as you go (see more under Twilio FAQs).
We recommend only the team owner and admin/operations manager have access to the Leadngage Platform and optional mobile app as all leads, billing, and communication can be viewed.
Leadngage works within Follow Up Boss by adding an additional code to a note within action plans.
For example, the command code and message
[SMS] Hi %contact_first_name% This is %agent_first_name% with %company_name%. I was just notified you registered on our website and I would love to help! Are you currently in the market or just browsing? If you'd rather not be texted, reply stop.
would send a text through your Leadngage number pulling in the merge field data with the [SMS] removed. New texts on days 2 and beyond in the action plan with code [SMS] will send around 9 am
Leadngage also offers timed drip texts through action plans with commands that include 15 minute, 1 hour, and 2 hour delays and texts sent around 9 am, 11 am, 1 pm, 3 pm, 5 pm, and 7 pm.
Follow Up Boss action plans drops the note onto the lead at 5 PM of your local time and sends to our system. Leadngage then sends action plan texts with bracket commands (i.e. [SMS]) between 9 am - 8 pm of your local time zone Monday through Friday, and 11:30 am to 5 pm on Saturday and Sunday. Texts scheduled for after those times on any given day will be send the following day at 9 am. We also hold action plan texts on the following holidays Easter, Thanksgiving, Christmas Eve, Christmas, New Year's Eve, and New Year's Day and will deliver the text the day after the holiday.
Any manual texts you send yourself without a delay (not through the action plan) or in action plans without brackets (i.e. SMS) will send instantly without regard to the holiday or time of day.
Leadngage currently allows one action plan text per day per lead. We also suggest spacing at least one day between most texts, if there is an action plan text held from the evening or day before the 2nd text in line will be skipped.
How many social media accounts can I connect?
Social Messages to FUB
At this time Leadngage can connect to one Facebook Page and the primary business Instagram page that is connected to the Facebook page as well as one Google Business Profile. We are working on increasing that limit for message connections. These messages will be pushed into your Follow Up Boss profile and default to the account owner. You can also reply to the messages in FUB through our Leadngage widget or the mobile shortcuts in notes. You can use the tags we send to set automations if you'd like to automatically assign these message leads to another user. At this time we do not support messages to FUB from personal social media profiles.
Social Planner (Add-On for Messaging & Automation, Included with Platform)
You can connect multiple profiles, pages, groups for each source. Send posts immediately to multiple places or schedule for the future.
Supported Profiles: Facebook groups* you're an admin in (posts using your selected personal profile), Facebook Business Page & Reels. Google My Business (limited to GMBs with 10 locations or less). Linked-In Pages and Profiles. Instagram Professional Accounts including Posts, Stories, and Reels. X (formerly Twitter). TikTok personal profiles (business accounts coming soon). Both Instagram and Facebook also allow you to add the initial follow up comment which is great for initiating engagement.
*Facebook groups connection is scheduled to end in April 2024 as Facebook will no longer allow the connection through their API.
There is no limit to the number of sites you can place either the Standard Chat Widget (included in all accounts) or the Engagement Widget (Add-on) on. The Engagement Widget is limited to 5 custom pop-up welcome messages, which we can customize by url.
Does Leadngage reply to the lead responses for me?
No. We want you to be in control of the conversation. You can set up your own action plans, use our templates as a guide, or use Kee Technology Solutions for your initial automation and action plan set up. After that, you are in control of monitoring replies and choosing your responses.
Full Onboarding Steps (Set up Twilio, FUB Integration, Leadngage Platform Settings)
These features are found in the backend system app.leadngage.com
You do NOT need to use the codes when using the Embedded App/Widget in the Follow Up Boss sidebar or if using the Lead Connector App.
Use the codes below when sending replies in the FUB App. Create a note and start it will one of the following codes based on the channel the lead messaged you from and it will convert to a message.
FB : Facebook instant response
IG : Instagram instant response
GMB : Google Message instant response
SMS : Instant SMS
[now] : 5 min Delay for SMS 9am-7:30pm
[SMS] : 5 min delay, sends during 9am-7:30pm
[FB] : Sends during 9am-7:30pm
[IG] : Sends during 9am-7:30pm
[GMB] : Sends during 9am-7:30pm
*Saturday and Sunday action plan/delayed messages will send between 11:30 am-5 pm of your time zone, if it falls after that window then it will send the next day.
[15min] : 15 minute delay for SMS
[1hr] : 1 hr delay for SMS
[2hr] : 2 hour delay for SMS
If delay falls outside of business hours, the text will send the next business day at 9 am.
Perfect for the first marketing SMS in an Action Plan, set a delay to make it more realistic.
Add one of the following commands to your SMS Action Plans in place of the [SMS] command.
[11am]
[1pm]
[3pm]
[5pm]
[7pm]
Add a note with [delete] to stop a delayed message that has not yet sent or use the FUB Leadngage Embedded App "Delete sms in queque" drop down option in the sidebar.
[delete] : Stops a delayed message that has not been sent OR use the FUB Leadngage Embedded App delete drop down option in the sidebar "delete SMS in queue".
Use case: 1) It's 10 am and you've talked to a lead but there is an 11 am message from an action plan set to send that you need to delete. 2) You set a 30 day delayed text but talk to them prior to that date and need to delete that text.
[DND] : Stops ALL future SMS messages from sending through the back end. If sent, your texts will still show in FUB & count towards your message credits, but will not process in the back end.
Use case: 1) Lead opts out of texts (pair with our OPT OUT Automation), stay compliant and use the [DND] command to prevent future marketing texts from reaching the lead. 2) You don't want lead to receive marketing texts from your Leadngage number (create automations to apply [DND] for certain new stages or tags)
Text For Info Code List [These exact 60 code numbers and words will trigger adding the code as a tag to your lead when the exact code is received by SMS to your Leadngage Twilio #]
Canva Templates & Other Resources
Automation & Action Plan [Recreate and Edit for Each Code in Use, make sure to include a step to remove the tag as shown in example action plan]
Video Tutorial and Q&A [COMING SOON]
Emojis allowed: copy from other places to the note or FUB Embedded App. Action Plan builder has option for emojis in notes.
Merge Fields only work in Action Plan notes, merge fields do NOT work in manual notes or the Embedded App within Follow Up Boss.
Facebook & Instagram will only allow messages to be sent through our system if the user recently messaged you. Currently works for about 14 days if lead has responded.
ACTION PLANS: FUB adds automated action plan notes at 5 AM, replies and scheduled messages will convert to texts and sent at 9 AM unless you choose [now] in the action plan, we suggest this only for the first SMS when action plan is assigned otherwise the text will go out at 5 AM. **Note: You can set your timezone within Leadngage.
You will not be notified of pictures received in Follow Up Boss though any of the message options (message will show blank in FUB if no words sent), but you can send and receive pictures in the Leadngage Conversations Inbox or Lead Connector App.
OPT OUT Language: When your first SMS to a lead is sent through an action plan, it must contain opt out language. If you do not include the word "stop" then we will add the phrase "If you'd rather not be texted, reply stop anytime."
Use Artificial Intelligence to Write Your Action Plan
Since we're talking a lot about #ChatGPT a lot, I thought I'd share an idea with any of you that may struggle with creating email or text templates for your Action Plans.
STEP #1 - Login to ChatGPT (Yes, it's FREE) chat.openai.com or another AI bot
STEP #2 - Use the prompt, "Create an email template using conversational language that might compel a potential homeowner to consider selling their home. Include the following subject line: [INSERT ONE OF THE PROMPTS BELOW]
STEP #3 - Repeat the process above and instead of saying email, say TEXTING TEMPLATE**** Do this for each prompt and see what you come up with. COPY/PASTE the results into your Action Plan builder.
Don't text or call anyone on the National DNC Registry.
Don't text or call a contact before 8 am or after 9 pm, local time.
Conversational messages require implied consent.
Information messages require express consent.
Sales, promotional, offer messages require express written consent.
Provide contacts with an "opt-out" like "STOP".
Maintain a "Do Not Contact" list for all of your business contacts.
Disconnect an unanswered telemarketing call prior to at least 15 seconds or four (4) rings
Things to avoid.
Do not text or call contacts from purchased lists of phone numbers contacts who haven't opted in.
Opt Out: The first automated text sent using Leadngage must contain proper opt out language by adding the word stop to the first action plan message sent to a contact. If this is not added on the first delayed message, then our system will add the phrase “If you’d rather not be texted, just reply stop.” automatically.
Quiet Hours: Action Plan and Delayed Texts will wait to send until they’re in the 9 am - 8 pm time frame of your time zone. We have tightened up the legal quiet hours by an additional hour out of an abundance of caution and some leads may be from a bordering time zone.
Number Validation: The first time any number is texted through Leadngage the number is verified with Twilio for a $0.005 fee on your Twilio account. If it's a non-textable number (landline, does not exist, etc) then texts will not be sent saving you SMS costs.
TCPA Rules from FCC https://www.fcc.gov/sites/default/files/tcpa-rules.pdf
TCPA World https://tcpaworld.com/
Make sure your lead sources include express written consent for SMS. Opt-In model below from TCPA World showing the 9 part test for express written consent.
Disclaimer: Please note that this is for informational purposes only. It’s not meant to substitute for advice from qualified legal counsel. Please seek counsel prior to calling or texting your contacts. Generally, it's suggested that you always have express written consent to contact any leads. The guidelines are found here 47 CFR § 64.1200.
The Lead Connector mobile app connects to your backend system of Leadngage (your Salesngage login).
NOTE: Messages sent by you in the Lead Connector App will not be recorded in Follow Up Boss and the "Leadngage Engaged" tag will not be removed to take open conversations out of your FUB Smart List.
The app can be used to call leads from your Leadngage Twilio number.
info@salesngage.net
support@leadngage.com