Facebook Lead Ads

Hello!

For those of you running Facebook Lead Ads, you can now directly connect Follow Up Boss to Facebook to process leads from those ads.

Visit Admin -> Integrations -> Facebook to set it up now.

Screenshot 2018-12-05 12.47.10.png

If you're using Zapier to process Lead Ads currently, don't worry, that will still work as well. This new feature is just much easier to set up, so give it a try for any new Facebook pages you create.

See this help article for more information: https://help.followupboss.com/article/471-facebook

iPhone app: v2.6

This release provides Deep Linking, Sending MMS photos, new sounds, and a couple bugs fixes:

When you tapped on a link in an email app on your iPhone, older versions of the app brought up a web page in the phone's web browser (such as Safari) instead of opening our iPhone app. Now, links will open in the app, and if the link identifies a specific lead, it will show you that lead. It may postpone offering to show the lead if you left the app while writing a note or editing a lead. When you finish that change, the app will offer to open the lead for the link you earlier tapped on in the email. Please note that if you tap on a link in an email while inside our app, for example from the Comm tab, it will exit our app and open that link in your phone's web browser.

Our 2.5 release brought viewing of photos in the app's text messaging screen, and now in this release, you can send photos too! As many as you want! When you tap the button:

you will be asked if our app can access your Photos, which you need to agree to in order to send MMS photos. Then you can select whichever photos to send. Each selected photo will appear faded when chosen (see below). The first photo will be already selected for you, but you can tap it to avoid sending it if you prefer. After picking the photos to send, tap the checkmark in the corner, or the X in the other corner if you change your mind.

MMS1.png

Before sending, you get a chance to review the selected photos, and if you don't want to send one of them, tap the red circle X to remove it from the group. You can also type a message to send with the photos. Then just tap the blue circle up arrow, and your photos will be sent!

MMS2.png

We also added sounds when you send a text message from our app, and sounds when you receive push notifications.

For users that did not have IDX integrations, we were not showing email activity, but that is now fixed in this release.

Also, if you tap on a link in a note, the link now opens.

Clearer voicemail message recording

Today we have improved the way you record voicemail greetings in Follow Up Boss for customers with our calling add-on. In an effort to get a crisp clear voicemail greeting, instead of dialing a mobile phone, we are now using the in-app dialer to record your message. If your voicemail recording sounds like you were driving through a tunnel, you will want to head over to "My Setting" page (option under your username/initials upper right) and record a new greeting using your headset or microphone.

voicemail_via_dialer.png

Along with better recordings, we have also upgraded our automated voice responses (Text-To-Speech) to a more human sounding voice. 🤖 -> 👩‍💼

As always, we are working hard to deliver a great product to help you accomplish your goals. If you have any suggestions for us use the 'Give Feedback' option under your username in Follow Up Boss.

iPhone app: v2.5.2

Bug fixes:

  • After claiming a lead, a crash would occur
  • Unclaimed leads would appear to be claimed after scrolling
  • URLs in notes could not be tapped

iPhone Website & Email Activity

In version 2.5.1 of our iPhone app, we are now showing recent activity from your website, and also recent email activity. If you have integrated your IDX website, we will now show the 100 most recent website events, and the 100 most recent email events. Now you can see who was recently on your website or who recently opened or clicked an email:

RecentActivity.png

We also show more than 100 new leads, as you continue to scroll.

Inquiries

At the bottom of a lead screen, we now show not only Registration and Property Inquiry events, but also General Inquiry, Seller Inquiry, and Visited Open House:

Inquiries.png

Website Activities

Each lead screen will show website activity in the Activity row, showing the number of views and saves for properties:

Lead Eb.png

And the new row just below Activity shows you the source webpage if available.

Tapping the Activity row brings up a list of website activities for that lead, like Saved Property, Viewed Property, and Viewed Page:

Activities.png

Event Details

You can tap any row for more details:

Property.png

From here you can get directions to the property and see more details.

You can also pinch and scroll the map to see other properties this lead has shown interest in, and tap any red circle to see details on that property. You can see below two different leads, one who is shopping mainly south of the city, while the other is also considering the northeast side:

Properties.png

Mentions for Notes

Our notes feature now makes it easy to mention team members on-the-go. Just tap @ or the @mention button, tap the first few characters and scroll the pop up list to find the team member to notify: mentions.png

Appointments set reporting

For tracking when appointments are created, we added an "Appointments Set" column in reporting.

Appointments Set.png

You will find this new information under "Reporting" > "Agent Activity" within the Follow Up Boss web application. This new metric will display the number of appointments created by an agent for the given time period. Note that this value is the creation time and not the scheduled time, and it also is for the person creating the appointment not the attendees. For example, if an ISA schedules an appointment today for a client and our top agent to meet next week, the "Appointment Set" column will show a 1 for the ISA in this weeks activity.

This "Appointments Set" number is also clickable, and if clicked, will take you to a list of people these appointments are scheduled with. We hope this helps in cases where you would like to track how many appointments your ISAs have scheduled.

Open up deleting Files permissions

We have opened up deleting of files to anyone who has access to the person or the deal.

Previously we only allowed the creator of the file to delete the file. Since these files should be managed by the people who have access to these items, it was decided to open this up.

Integrations Re-Design

New look

We have given our integrations page a face lift. Now it is much easier to find and connect your favorite apps to Follow Up Boss.

In addition to upgrading the look and feel of our first-party integrations, we are now also showcasing some third-party apps as well - some you might not have been aware integrated with Follow Up Boss.

New integrations page

Seeing is believing

With the new design and layout of the integrations details pages, most integrations feature screenshots or videos that help you understand how they integrate with Follow Up Boss.

And if you're in a jam, finding the answers you need for that integration is even easier, as the details pages now include a direct link to that integration's help article.

Integration details page

Automatic Phone Number Validation

We have released to a subset of customers automatic phone number validation, to automatically marked invalid phone numbers as such when they come through the system.

This will help save time and better tie into our calling features going forward.

We have also improved the details section of the person page, to push invalid phone numbers and email address to the bottom.

Screen Shot 2018-10-23 at 8.12.59 PM.png

We plan to release these changes to everyone by the end of the week.

Call Lists

Today we're excited to announce a brand new feature for our customers with the calling add-on, call lists! You can now create a list of people to call from the person screen by selecting individual people and pressing the new call list button located at the top of the table. You can also create a call list from any smart list in one click by pressing this button while looking at the smart list.

We'll automatically filter out people missing phone numbers or numbers marked as bad in Follow Up Boss when creating your list. When you're in the middle of your call list simply hit the next button in the call bar to start dialing the next person with a single click.

We hope this feature will make your agents' calling time more efficient and valuable! We're excited to add even more to call lists in the future, so if you have any suggestions for us use the 'Give Feedback' option under your username in Follow Up Boss.

No published changelogs yet.

Surely Follow Up Boss will start publishing changelogs very soon.

Check out our other public changelogs: Buffer, Mention, Respond by Buffer, JSFiddle, Olark, Droplr, Piwik Pro, Prott, Ustream, ViralSweep, StartupThreads, Userlike, Unixstickers, Survicate, Envoy, Gmelius, CodeTree