How to Send Bulk Text Messages Using Follow Up Boss and Texting Betty

Need to send text messages to multiple leads at once? If you’re using Follow Up Boss and Texting Betty together, there’s a powerful feature that makes bulk text campaigns incredibly simple. Let me walk you through how to use the Action Plan Launcher to reach multiple contacts simultaneously without sending each message individually.

Accessing the Action Plan Launcher

Getting started is straightforward. First, log into your Follow Up Boss account and open any lead. From there, you’ll need to access the Locies embedded app by selecting the dashboard option. Once the dashboard loads, look to the left sidebar and navigate to the action plans section. This is where you’ll find the Action Plan Launcher tool.

Creating Your Smart List

Before you can send out a bulk text campaign, you’ll need to set up a smart list containing the leads you want to contact. Think of a smart list as a targeted group of contacts that meet specific criteria you’ve defined.

Back in your Follow Up Boss account, head to the “People” section. In the left sidebar, you’ll see all your saved smart lists. You can create a new one or use an existing list. For example, you might have a list with three leads who all need to receive the same message. This smart list becomes your audience for the text campaign.

Launching Your Text Campaign

Now comes the easy part. Return to the Texting Betty dashboard launcher and select the smart list you just created. Once your list is selected, you’ll need to choose which action plan to run. Make sure you’re selecting an action plan that’s specifically designed for text messaging—essentially a text campaign template.

Let’s say you want to send a closing anniversary message to your clients. Simply select that action plan from your available options. The system gives you some helpful controls here. You can choose to skip the action plan if it’s already run for certain contacts, skip it if the plan is currently paused, or even add specific tags once the campaign completes. These options help you avoid duplicate messages and keep your contact management organized.

Before launching, you can verify everything by clicking to see the count and names of everyone in your smart list. This confirmation step ensures you’re sending to the right people. Once you’ve double-checked everything, hit the launch button.

Within seconds, the system will confirm that your action plan has successfully run and text messages have been sent to everyone on your smart list. No manual sending required.

Verifying Your Campaign

Want to make sure everything went through? You can easily verify delivery by going back to your smart list and opening individual lead profiles. You’ll see the text message marked as sent and delivered in each contact’s communication history. It’s a good practice to spot-check a few contacts to confirm everything worked as expected.

This feature is a game-changer when you need to communicate with multiple leads simultaneously. Whether you’re sending appointment reminders, follow-up messages, market updates, or special announcements, the Action Plan Launcher saves you from the tedious task of manually texting each person individually. It’s efficient, trackable, and ensures consistent messaging across your entire list.

If you run into any questions or need assistance setting up your action plans, the Texting Betty support team is available to help. You can reach them at support@textingbetty.com, and they’ll guide you through any specific scenarios or challenges you’re facing.

Ready to streamline your text outreach? Give the Action Plan Launcher a try and see how much time you can save on your next campaign.