Help Article: How to Set Up and Use StreetText Conversations with Follow Up Boss
Overview
This guide will walk you through the process of setting up StreetText's texting tool, "Conversations by StreetText," integrated with Follow Up Boss. Follow these steps to sign up, set up your account, and configure the necessary integrations.
Step 1: Sign Up for StreetText Conversations
Enter Your Email Address: Begin by entering your email address on the signup page and clicking "Continue."
Set Up a Password: Create a password for your account.
Verify Country: The system will auto-detect your country. If incorrect, change it manually and click "Continue."
Step 2: Billing Information
Enter Credit Card Details: Input your credit card information.
The demo account shows $0 charges, but your account will show $69 per month.
Billing Options: You can choose monthly billing or save by selecting annual billing ($708 per year, saving $120).
Additional Details: Enter your phone number and address, select how you heard about StreetText, agree to the terms, and hit "Subscribe."
Step 3: U.S. Messaging Registration
U.S. Registration: If you plan to send messages to U.S. numbers, you must complete the registration process.
Enter your EIN number (if applicable) and ensure accuracy. Incorrect entries will require resubmission, possibly incurring fees.
Timeline: Registration typically takes a few days, though it may vary.
Save and Continue: After entering your details, save and continue.
Step 4: Select a Phone Number
Choose a Number: Search by country code, digits, or city to find a suitable phone number.
Add Number: Once selected, click "Add Number" to finalize.
Step 5: Integrate with Follow Up Boss
Access Settings: Click on the settings icon in the top right corner of the StreetText dashboard.
Connect Follow Up Boss: Navigate to the "Integrations" tab and click "Connect" next to Follow Up Boss.
API Key: Log in to your Follow Up Boss account, go to the Admin section, and create a new API key. Name it (e.g., "Conversations by StreetText") and copy the key.
Paste the API key into the StreetText integration field.
Configure Sync Settings:
Ensure the sync settings are enabled to keep conversations and leads updated between StreetText and Follow Up Boss.
Optional Settings: You can choose to disable certain sync options (like lead sync) if they aren’t relevant to your setup, but it’s recommended to keep them on for full functionality.
Step 6: Finalize Setup
Full Sync: If the sync does not start automatically, manually initiate it by clicking "Sync All Leads." This will ensure all your data is synchronized.
Registration Completion: Your registration may take about a day to complete, so be patient.
Additional Features and Tips
Tagging System: StreetText allows for customizable tags in your text messages.
If using tags from another system, StreetText can ignore these and use curly brackets instead to prevent conflicts.
This feature is beneficial if you’re transitioning from another system to StreetText, as existing automations will still function correctly.
Troubleshooting - Texts are not being sent out through FUB?
NOTE: For this to work with Follow Up Boss you need.
1. An active texting subscription with StreetText
2. The number needs to be registered. (We will walk you through the registration process automatically)
3. The toggle "Scheduled Conversations" must be turned on in the Integrations Page. (We also recommend turning on "Inbox Sync" so that all messages work with FUB's inbox and with the mobile app)
Conclusion
Once these steps are completed, your StreetText Conversations with Follow Up Boss integration is ready to use. Enjoy seamless text messaging and lead management with this powerful setup.
Happy texting!
FAQ's
Is there a max on how many texts I can send?
Your subscription includes up to 1000 messages a month
Can I text leads that I have imported from another call list?
Provided you have permission to text them.
What if I go over the 1,000 a month?
Overage is charged at 10c/message
Is there a cancellation fee or is it just month to month?
Month to Month