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Getting Started
How to get API Key from Follow Up Boss
Leadngage Profile & Social Integrations
Onboarding Steps
Begin your journey with seamless onboarding. Set up your Twilio integration, provide your Follow Up Boss API key, and more.
FUB Embedded App
The LeadVerify embedded app is a simple yet powerful tool for quick contact verification and compliance. It features two main buttons:
Verify Email – Instantly checks the validity of an email address
DNC Scrub – Screens phone numbers against Do Not Call (DNC) lists.
When a verification is performed, notes are automatically added to the contact, custom fields are updated, and tags are applied based on the results. Users can view the Tag Trigger section for more details on what each tag means and how they affect automations.
Bulk Tag Options
Add one or both of these tags to any list of people to run the DNC and/or email check.
dnc_verify
email_verify
FUB Smartlist Guide
Commands
Follow Up Boss & Leadngage Command Codes
These brackets must be used EXACTLY as you see them
Action Plan Codes
[now] For SMS 9:00AM-7:30PM
[9am] For SMS 9AM-11AM
[11am] For SMS around 11AM-1PM
[1pm] For SMS around 1PM-3PM
[3pm] For SMS around 3PM-5PM
[5pm] For SMS around 5PM-7PM
[7pm] For SMS around 7PM-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.
Time Delays for Instant & Action Plan SMS
[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.
Stop Commands for SMS
[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".
[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.
Commands for Delayed SMS
[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.
Time Commands for Action Plans
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 queue" drop down option in the sidebar.
FUB App: Message Codes
FB: Facebook instant response
IG: Instagram instant response
SMS: Instant SMS
Use the codes Above 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.
STOP Commands for SMS
[delete]: Cancels a scheduled message that hasn’t been sent yet. Alternatively, you can use the “delete SMS in queue” option in the Leadngage Embedded App sidebar.
Use Cases:
1. It’s 10 am and you talked to a lead, but you have an 11 am message set to send that you need to cancel.
2. You set a text to send in 30 days but talked to the lead before then and need to cancel the text.
[DND]: Stops all future SMS messages from being sent. Note that texts will still show in Follow Up Boss (FUB) and count towards your message credits, but won’t be processed.
Use Cases:
1. A lead opts out of texts. To stay compliant, use the [DND] command to stop future marketing texts from reaching them.
2. You don’t want a lead to receive marketing texts from your Leadngage number. Set up automations to apply [DND] for specific new stages or tags.
DNC & Email Verification Result Details
FUB Note Results: DNC Scrub
| Data Requested | Responses | Tag Added | Explanation |
|---|---|---|---|
| DNC: | FED | LeadVerify_DNC_YES | On Federal DNC list |
| State, ex. GA, TX, CA | LeadVerify_DNC_YES | State abbreviation of the DNC state list the number is on | |
| CPL | LeadVerify_DNC_YES | Has filed a DNC complaint | |
| NO | LeadVerify_DNC_NO | Not on any state, federal, or complainer lists | |
| Known Litigator: | YES | LeadVerify_TCPA_YES | Number tied to TCPA litigation |
| NO | LeadVerify_TCPA_NO | No history of number and TCPA litigation |
FUB Custom Fields: DNC Scrub
| Custom Field Name | Field Data | Related Tag | Explanation |
|---|---|---|---|
| LeadVerify_Last_DNC_Check | Date | No tag | Last date scrubbed for DNC |
| LeadVerify_Known_Litigator_Number | YES | LeadVerify_TCPA_YES | Number tied to TCPA litigation |
| NO | LeadVerify_TCPA_NO | No history of number and TCPA litigation | |
| LeadVerify_DNC_Federal | YES | LeadVerify_DNC_YES | On Federal DNC list |
| NO | LeadVerify_DNC_NO | Not on Federal DNC list | |
| LeadVerify_DNC_State | State, ex. GA, TX, CA | LeadVerify_DNC_YES | State abbreviation of the DNC state list the number is on |
FUB Note Results: Email Verification
| Data Requested | FUB Note Responses | Tag Added | Explanation |
|---|---|---|---|
| Result: | deliverable | No tag | Email is valid and deliverable |
| undeliverable | No tag | Email is invalid or not deliverable | |
| catch_all | No tag | Domain accepts all emails, actual deliverability unknown | |
| unknown | No tag | Could not verify email deliverability | |
| Is valid Email? | TRUE | leadverify_email_valid_yes | Email address is valid |
| FALSE | leadverify_email_valid_no | Email address is not valid | |
| Risk Level: | low | No tag | Likely to be deliverable |
| medium | No tag | May or may not be deliverable | |
| high | No tag | Highly likely to be undeliverable | |
| Unknown | No tag | Could not verify due to unforeseen issues |
FUB Custom Fields: Email Verification
| Custom Field Name | Field Data | Related Tag | Explanation |
|---|---|---|---|
| LeadVerify_Email_Last_Checked | Date | No tag | Last date email was verified |
| LeadVerify_Email_Result: | deliverable | No tag | Email is valid |
| undeliverable | No tag | Email is invalid | |
| catch_all | No tag | Domain accepts all emails | |
| unknown | No tag | Could not verify | |
| LeadVerify_Email_is_valid | YES | leadverify_email_valid_yes | Email address is valid |
| NO | leadverify_email_valid_no | Email address is invalid | |
| LeadVerify_Email_Risk | low | No tag | Likely deliverable |
| medium | No tag | Uncertain deliverability | |
| high | No tag | Likely undeliverable | |
| Unknown | No tag | Could not verify |
Text For Info
Text For Info Code List [These exact 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]
Set Up Codes:
Choose codes from the list provided in the link below. Make sure the code is entered exactly as shown (case-sensitive). When a lead sends the code, it triggers a tag matching the code’s label.
View the available codes here.Create Automations:
Build an automation AND action plan for each code. Ensure the tag label exactly matches the code.
Use this example template automation & action plan to get started.Canva Templates & Other Resources:
TCPA Compliance
TCPA Checklist
Do Not Contact Registry: Never text or call anyone on the National DNC Registry.
Quiet Hours: Avoid texting or calling contacts before 8 am or after 9 pm, local time.
Consent Requirements: Conversational messages require implied consent, informational messages require express consent, and sales/promotional/offer messages require express written consent.
Opt-Out Options: Always provide an opt-out option, such as "STOP".
Do Not Contact List: Maintain a "Do Not Contact" list for all business contacts.
Telemarketing Calls: Disconnect any unanswered telemarketing call after at least 15 seconds or four rings.
Things to Avoid
Do not text or call contacts from purchased lists.
Do not contact anyone who hasn't opted in.
How We Assist with TCPA Guidelines
Opt Out Language: First automated texts must include an opt-out option (e.g., “STOP”). If missed, the system adds “If you’d rather not be texted, just reply stop.” automatically.
Quiet Hours: We only send your action plan messages 9 am to 7:30 pm week days, and 11:30 am to 5 pm weekends, we skip major US holidays and send the next day.
Verification: Each number texted through Leadngage is verified with Twilio for a $0.005 fee. Non-textable numbers (e.g., landlines) prevent SMS costs.
More TCPA Resources
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.
Additional Tips*
Emojis: You can copy emojis from other sources into notes or the FUB Embedded App. The Action Plan builder also supports emojis in notes.
Merge Fields: Merge fields only work in Action Plan notes. They do not work in manual notes or in the FUB Embedded App.
Facebook & Instagram Messaging: Messages can only be sent if the lead has recently contacted you (usually within 14 days of their last message).
Action Plans:
FUB automatically adds Action Plan notes at 5 AM.
Replies and scheduled messages convert to texts and are sent at 9 AM, unless you choose the [now] option in the action plan.
We recommend using [now] only for the first SMS when the action plan is assigned; otherwise, texts will go out at 5 AM.
Note: You can set your timezone in Leadngage.
Picture Notifications: You won’t be notified of pictures received in Follow Up Boss (the message will appear blank if no words are sent). However, you can send and receive pictures in the Leadngage Conversations Inbox or the Lead Connector App.
Get Our Free Guide on how to stay compliant
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FAQs & Guides
Video Guides
Get Started & Connect/Reconnect Accounts
Full Onboarding Steps (Set up Twilio, FUB Integration, Leadngage Platform Settings)
Follow Up Boss Integration In Action
Additional Features
These features are found in the backend system app.leadngage.com
Automations with Ready-to-Go FUB Action Plans
We will be sharing more automations and action plans over time that are working for us.
Want additional prewritten Drip Texting action plans & automations? Connect with our vendor partner Kee Technology
Event Automations
Command Codes
Use these Leadngage codes in blue directly in Follow Up Boss notes to complete the message actions noted.
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.
FUB App: Message Codes
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
Action Plan Codes
[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.
Time Delays for Instant & Action Plan SMS
Commands for Instant SMS & Action Plan SMS
[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.
Advanced Time Commands for Action Plans
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.
STOP Commands for SMS
[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
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]
Additional Leadngage FAQs & Tips
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]
Want to know the secret to getting top dollar for your home?
Is your home equity working as hard as you are?
Have you considered the potential value of selling your home?Why wait?
Let's explore the opportunities in today's market.
What's holding you back from a profitable sale?
Are you aware of the current trends in your local real estate market?
Discover the hidden profits in your property with a home sale.
Would you like to know how to sell your home for maximum value?
Ready to upgrade your lifestyle?
Let's talk about selling your home.
What's your exit strategy for your property investment?
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.
TCPA: Keep Your Texts Compliant
TCPA Checklist
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.
How Leadngage Assists with TCPA
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.
More TCPA Resources
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.
Mobile App (Optional)
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.