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.

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.

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.