Group Texting

Overview

Closing deals requires collaboration. From scheduling with spouses and showing agents to introducing buyer agents and lenders, Group Texting makes communication simple and airtight!

Easily bring together your deal’s most important players in one text thread. Group texting allows a user to create a group text conversation from Follow Up Boss with up to 9 other phone numbers, for a total of 10 phone numbers in a single conversation.

Starting a Group Text on Desktop

From Lead Profile

1. Choose the text option in the contact's profile:

2. Click the blue "+" to add additional phone numbers. You can search for contacts or Team Inboxes within your account, or enter a new number:

3. Compose your message and click send:

Quick Text

1. Click the Quick Text icon at the top-right of your screen:

2. Enter your recipients by searching for existing contacts and Team Inboxes, or entering new phone numbers:

3. Compose your message and click send.

 

Starting a Group Text on iPhone

Navigate to the person screen and tap "Text all" below the lead's numbers or tap the chat bubble icon to the right of the number you want to text. More participants can be added once the text screen loads.

Add to an existing 1:1 text: You can add participants by tapping next to the name of the current participant and either type to search for the participant you would like to add or enter a phone number. This will create a new conversation or load an existing conversation with all of the new participants. Notice the background goes blank below because this is a group text that doesn't exist. If a group text existed with these participants the conversation history would show.

Remove participants from an existing group text.  You can remove participants by tapping their name at the top of the screen then tapping the prompt to remove them that appears at the bottom of the screen. This will create a new conversation or load an existing conversation with all remaining participants. Notice the background goes blank below because this is a group text that doesn't exist. If a group text existed with these participants the conversation history would show.

Starting a Group Text on Android

Navigate to the Person screen and tap the Text icon in the upper right corner of the screen.

Tap Send via Follow Up Boss in the popup

Adding/Removing Participants:

  • If your lead has more than one number you can choose to either text one number by tapping the number you want to text, or you can tap Text All and add all the lead’s numbers to the group text.
  • Remove participants: Tap the Trashcan icon to the right of their name to remove a participant.
  • Add participants: Tap the + icon in the lower right corner of the screen to pull up a search field to find the people you would like to add to the conversation.

Once you've added or removed everyone you want to include in the group text, tap Start in the upper right corner.

Type your message on the next screen and send.

Replying to a Group Text

Desktop

From Lead Profile

Choose the reply button in the timeline:

From Inbox:

Type your message, then click Send Text:

iOS

From inbox

Tap the message you want to reply to, type your message, and send

 From Lead Profile

Tap Comms and select the message you want to reply to, type your message, and send

From Notification

Tap into the notification when it pops up, type your message, and send

Android

From inbox

Tap the message you want to reply to, type your message, and send

From Lead Profile

Tap Conversations and select the message you want to reply to, type your message, and send

From Notification

Tap into the notification when it pops up, type your message, and send

Things to Note

  • Group Texts are collaborative communication, all recipients will be included on a single thread.
  • When a recipient responds to the group text, the response will be visible to all other recipients and the sender within the same thread.

Popular Ways to Use Group Texting

  • Sending simultaneous updates to spouses or joint-investors.
  • Coordinating appointments between multiple parties, like homebuyers, buyer's agents, and showing agents.
  • Keeping the primary agent in the loop with communication between an ISA and seller lead.
  • Introducing a client to your preferred lender, favorite home stager, photographer, inspector, etc.
  • Nurturing your past clients and sphere, for instance texting a family to see what they like most about their new home!

FAQ

Will the recipients in the group be able to see one another’s phone numbers?

The recipients of the group text message will be able to see the sender and all other recipients included in the group text. If the recipient has the other recipients saved to the contacts on their phone, the contact name will be displayed. If a recipient does not have the sender or a different recipient saved to their contacts, the full number will display.

Can this be used to mass or drip text leads?

No. This feature is to keep everyone in the loop with relevant communication regarding updates, appointments, etc. There is a maximum of 10 total phone numbers per conversation, and each recipient can see each other's contact information.

Can I use group texting with my Team Inbox?

Yes! When you include a team inbox number in a group text, any member of that team inbox will be able to see and reply to the message. When you reply to a group text from a team inbox, the reply will be from the team inbox number.