How to Automate Multi-Year Holiday Text Campaigns with Texting Betty in Follow Up Boss

Staying in touch with your real estate leads during the holidays doesn’t have to be a manual, year-after-year chore. With the right automation setup, you can schedule holiday text messages years in advance and let the system handle the rest. Here’s how to use Texting Betty within Follow Up Boss to automate your holiday greetings for multiple years.

Setting Up Your Text Drip Campaign

The first step is creating your drip campaign in Follow Up Boss. Start by giving your campaign a clear, descriptive name—something like “TB New Year’s Text” works well. This helps you identify it quickly when you need to apply it to contacts later.

Here’s the crucial part: deselect the option that automatically stops the action plan if a lead responds. This is what ensures your holiday messages continue sending year after year, regardless of whether contacts reply to earlier messages. Without changing this setting, your multi-year automation would stop after the first interaction.

Crafting Messages with Specific Date Tags

Now comes the clever part. When you add each text message to your campaign, you’ll include a specific Texting Betty tag that indicates the exact date, year, and time you want that message sent. This tag essentially tells the system, “Send this message at this precise moment,” which is why you don’t need to use the standard run delay settings.

In this setup, the run delay is set to zero because the Texting Betty tag itself contains all the scheduling information needed. You can create messages scheduled for three years out or even longer—for example, New Year’s greetings for 2024, 2025, and 2026 all scheduled in one campaign.

Once you’ve crafted all your messages with the appropriate date tags, review them to make sure everything looks good, then save your action plan.

Applying the Campaign to Your Contacts

With your drip campaign ready, it’s time to apply it to your contact list. Start by creating a smart list in Follow Up Boss that filters the leads you want to receive these messages. Once you have your filtered list, copy the exact name of your action plan—precision matters here.

Select all the contacts you want to include. In the example shown, 44 people were selected. Then use the bulk action feature to add a tag to all selected contacts. The tag format is simple: Texting Betty start #[exact action plan name].

After creating and applying this tag, you’ll see confirmation in the bottom corner that it’s been added to all your selected contacts. When you open any individual contact record, you’ll be able to see all the scheduled messages lined up for the coming years, confirming that everything is set up correctly.

The Benefits of Multi-Year Automation

The beauty of this system is its continuity. Because you disabled the “stop on response” setting, even if a contact replies to your 2024 holiday message, they’ll still receive your 2025 and 2026 greetings as scheduled. Plus, every year you can add more contacts to the same campaign by simply tagging them with the same command—no need to recreate anything.

This automation approach saves countless hours while ensuring you never miss an opportunity to stay top-of-mind with your leads during important holidays. Set it up once, and let technology handle the consistent touchpoints that help build lasting relationships with your database.

Get Started with Automated Holiday Outreach

Ready to automate your holiday outreach? Try setting up your first multi-year campaign today and experience the freedom of knowing your holiday greetings are handled for years to come.