Woman holding a large red pencil next to a checklist on a clipboard with checkmarks, symbolizing the onboarding process for Leadengage and Follow Up Boss integration.

6min

Step 1

Complete Our Setup Form

This form connects Leadengage to your Follow Up Boss account using a FUB owner user's API.

Stuck? Reach out to our team

or jump to Step 3: Book a Zoom Call with Leadengage

15 min - Extremely Important

Step 2

Submit for A2P phone service approval.

This is essential to make sure your A2P 10DLC texting registration goes smoothly. If you get stuck on this step, skip to Step 3 and we can assist on the call. [If you're a BLUE/iMessage customer only, you're on the wrong page, go to Blue Onboarding]

Based in Canada 🇨🇦? If you don't want to text US numbers, you can skip parts 1, 2, and 4 but please set your time zone in the business profile.

  • Part 1: Navigate to Settings (bottom left) > Business Profile

    • Fill out the top 4 sections with information on file for the IRS for your business. Make sure to set & save your time zone!

      • SKIP Branded Domain

    • The Authorized Representative should be you or anyone on your team responsible for the phone service registration. This contact will need to get a one time passcode or complete an ID verification.

  • Part 2: Go to Settings > Phone System > then "Trust Center" on the top menu and then click the button for "Start Registering Now"

    • A2P Brand information should pre-populate from the business profile.

    • For the campaign, follow our template answers to the right for the highest chance of approval.

    • Example Opt-In & Privacy Policy guidelines for Contact Form (Google Doc)

      • Requirements for A2P 10DLC Approval

        • Opt-in statement on contact form

        • Privacy Policy link on contact form & must meet criteria

        • Terms of Service link on contact form & must meet criteria

  • Part 3: Add a Phone Number & Configure Call Forwarding

  • Part 4: Optional: Caller ID and Anti-Spam registrations (Free)

    • Only submit this step once the A2P Brand is approved.

Click to View LC Phone Campaign Registration Template ▼

LC PHONE ONLY

Brand:
Low Volume Standard (consult with us if you think you need higher)

Campaign Use case:
Low Volume Mixed (if you want higher, ask us before completing this)

Use Case Description / Campaign Description:
Appointment confirmations, appointment reminders, follow-up, voice call text backs, and informational updates.

Sample Message #1 / Campaign Example #1:
Hi John, Thanks for taking the time to book an appointment with <Business Name>. You will be meeting with <Team Member>. Below are the meeting details.
Date: January 20th, 2026
Time: 2:00 pm
Meeting Link: zoom link
If you’d rather not be texted, just reply stop.

Sample Message #2 / Campaign Example #2:
Hi John, Thank you for taking the time to meet today, was a pleasure to meet, learn more about your challenges. I will be following up with more information shortly by email. If you’d rather not be texted, reply stop at any time.

How Do End Users Consent to Receive Messages?
SAMPLE MESSAGE - Contacts and users opt-in on our website and share their methods of communication, SMS and Email. There is an opt-out and SMS Fees may apply disclaimer. Here is a link to our website contact form <your_website> (NOTE: add any instructions if form is in a popup or behind a button AND include a link to a screenshot of the form showing the opt-in).

Opt-in Message:
Thank you for contacting <Business Name>. You may opt out at any time by responding STOP.

2 min

Step 3

Book your onboarding zoom call.

Set up your private zoom call to meet with our team. This time is dedicated to confirming your FUB & Leadengage accounts are connected, understanding how to use Leadngage in FUB, a brief overview of Leadngage features on your plan, and where to access resources. If you had difficulty with step 2, we can assist on the call. We would suggest completing step 2 yourself and booking your call for after you receive campaign approval to make the most of our call time.

10 min

Step 4

Add Leadengage Embedded App to Follow Up Boss

  • Enable the Leadengage Embedded App

    • Go to Follow Up Boss > Admin > Integrations.

    • Scroll to Embedded Apps and select Leadengage.

      • Note: The Inbox App will already be checked from providing your FUB API (step 1). Scroll to next section.

    • Go to any contact and drag the Leadengage sidebar widget to the top for easy access.

  • Test sending instant and scheduled messages as well as receiving messages.

  • Connect your social profiles for review and DM syncing to Leadengage.

5min

Step 5

Learn Our Admin Portal

  • Explore the Admin Portal Layout: Get familiar with the structure and navigation.

  • Connect your social profiles under Integrations on the left hand side.

  • Access Key Features: Learn where to find and use important tools and settings.

  • Billing in Settings: Manage your billing information under the settings menu.

  • Help Desk Chat: Use the chat in the bottom right corner for guided tours and support.

Go To Admin Portal

Step 6 - Setup Action Plans

Here are some Free Resources To Get You Started

Reference Guide for Commands, Sources, and Tags

This guide will layout our entire commands list. Refer to this when needed.

Generic Buyer SMS Action Plan

Generic Seller SMS Action Plan

Leadengage branding with team members engaging in Follow Up Boss integration, showcasing mobile app features and messaging automation.
Leadengage branding with team members engaging in Follow Up Boss integration, showcasing mobile app features and messaging automation.

Inside, You'll Learn

How To...

Join Our Free Facebook™ Group For Follow Up Boss Users Today

  • Centralize Messaging Across Platforms into One Dashboard in Follow Up Boss, Preventing Missed Leads

  • Save Time with Automated Follow-Ups and Personalized Engagement, Freeing You to Focus on Closing Deals

  • Utilize Automations and Drip Texting within Action Plans

  • Gain Many More Valuable Insights to Optimize Your Lead Conversion

Need More Help? Have an issue?

Our Help page has the answers

Onboarding

Step-by-Step Walk Through

Scroll or click the green buttons below to jump to the 3 onboarding steps and detailed walkthroughs for each section.

All Video Links

Some of these videos below are also embedded in their categories on this page as well as on the Commands/Help Page along with additional general How To info, Command Codes, Action Plans, and Automations.

Step 1: Create an Account with Twilio

SMS Users (All Current Plans - Messaging, Automations, and Platform)

Create Twilio Account

See section below for screenshots and additional notes on sections. MAKE SURE TO COMPLETE OUR BUSINESS INFO FORM. You do NOT need to complete the profile in Twilio or any of their registrations. We will handle this to make the process most efficient and avoid additional Twilio charges.

The only items needed from you in Twilio - Create the Account, Place a Card on File ("Upgrade"), and add [email protected] as a user Administrator.

  • NOTE: Twilio approval can take 1-6 weeks. We see most businesses approved within 7 days. Please complete the steps in this section ASAP so we can submit your business. Once you've shared your Twilio account with us but prior to your Twilio campaign approval, you will still be able to call (inbound and outbound) and receive incoming texts. Outgoing texts will be fully blocked until your Twilio messaging campaign is approved.

Screenshots for Twilio Set Up (More Detail from Video Above)

  • 1. Start For Free/Sign Up

    • Account Creation - Note the strict Password Rules

Twilio website showing "Start for free" button and Gartner report highlighting Twilio as a leader in CPaaS, relevant for onboarding users to Twilio integration with Leadengage.
Twilio account creation screen highlighting password requirements, emphasizing security for users setting up their accounts.

  • 2. Opening Account Questionnaire

    • Answers: Lead Conversion, SMS, Business if you have a business with an EIN or Sole Proprietor if EIN/SSN under your personal name, Direct Business, With no code at all, 3rd Party Integrations.

    • *Note: Twilio now limits Sole Proprietors that file under their SSN to lower sending limits (3000 segments total per day with 1000 segments per day to T-Mobile numbers) and only one number.

    • Update Billing Country, if needed

Screenshot of Twilio account setup questionnaire showing options for Lead Conversion, SMS product selection, and organizational type: Business or Sole Proprietor/Self-employed.
Screenshot of Twilio account setup questionnaire, highlighting options for "Direct Brand" and "With no code at all," with emphasis on "3rd Party Integrations" and billing country information.

  • 3. Click Upgrade & Place Card on File

  • Images below

    • From any page, click "Upgrade" in the top bar.

    • Enter physical business address/main office address

    • Tax information - not exempt from tax

    • Fund your account - TURN ON AUTO-RECHARGE or your Leadngage SMS & Calls will stop working when your Twilio balance falls to zero. We suggest a starting balance of $30-50 and recharge settings with a minimum of $10 and recharge to $50 or more. Twilio is pay as you go but must have funds on file. If you're a high volume sender, we suggest higher than $10 as the minimum incase your card on file expires/needs to be replaced there is a larger buffer.

    • Place card on file with billing address, uncheck the bottom box if your billing address is different from the main business address.

Twilio account interface showing trial balance of $15.50, with options to upgrade and enter main address details for billing, including country selection.
Tax information form for Twilio account upgrade, including options for sales or telecom tax exemption and a "Continue" button.
Payment settings for auto-recharge feature, showing options for starting balance, minimum recharge amount, and instructions for maintaining Twilio account balance.
Credit card payment form with fields for name, card number, expiry date, CVV, and billing address confirmation, highlighting auto-recharge settings and starting balance for Twilio account funding.

  • 4. Add Leadngage as user: Account>Manage Users>"+invite user">[email protected] and Administrator

Invite new user form for Leadengage, highlighting the Administrator role with permissions and email entry for account access management.

  • 5. COMPLETE TWILIO BUSINESS INFO FORM here https://link.salesngage.net/widget/form/aNXbSScfYXBQWCLz9Un5

    Make sure to submit your business information as filed with the IRS. Once form is submitted and we have access to your Twilio, we will complete your registration and submit your campaign as well as connect your Twilio account to your Leadngage account.

  • If you have not heard from our team within 2 business days from submitting the form, please reach out as your submission may not have gone through.

  • 6. Select a Phone Number

  • OPTIONAL: If you would like to choose your own number, on the left menu go to # Phone Numbers > Manage > Buy a number. Search by area code and click "Buy" once you've found a number. Confirm terms and click Buy at the bottom. If you do not select a phone number, we will select one for you based on your form above.

  • Note: Some populated areas do not have the original area code available. You can submit a form to request an area code if not listed (Twilio link inside search window if no matches) or search by your city name for alternative suggestions.

Screenshot of Twilio's "Buy a Number" interface, highlighting search by area code and locality options for purchasing phone numbers, with buttons for "Search" and "Buy."

  • DO NOT SUBMIT THE CUSTOMER PROFILE, REGISTER TWILIO A2P 10DLC BRAND or CAMPAIGN -we will complete this for you.

Step 2: Enable Leadnage Embedded App in Follow Up Boss

Enable & Use the Leadngage FUB App

Steps

  1. Go to Follow Up Boss > Admin > Integrations

  2. Scroll down to Embedded Apps and select Leadngage.

  3. Once selected, click "Enable" on the bottom right.

  4. Go to any contact and drag the Leadngage sidebar Embedded App widget up top so it's easily accessible.

  5. Set up your smartlist (Kee Technology will set up one if you hired them for set up)

  6. That's it! If you've already subscribed the widget should be live and ready to use. [Must connect your social accounts and set up Twilio for messaging channels work - see steps 1 & 3]

Detailed Screenshots for Enabling the Leadngage Embedded App in FUB

  • Where to Enable App

  • Where to Find the Embedded App once enabled. The app will initially be at the very bottom of the right side bar. Drag to reposition higher on the sidebar.

Leadengage interface showing user details and instructions for rearranging app features, emphasizing messaging options and integration with social channels.

  • To use the embedded app, choose the message channel and send! For social media, you must be on the contact where they have first messaged you from the social site [eg. Lead sends you a Facebook Message, you can reply using the Facebook drop down or Command codes on mobile]. There is a time limit of about 14 days to send the social replies through Leadngage. See end of the video at the top of this section about Enabling the Leadngage FUB Embedded App for a few examples of messages in action.

Step 3: Leadngage Back-End Settings

Leadngage Profile & Integrations

Steps: Leadngage Back End

  1. Go to app.salesngage.net or click "LOGIN" on the Leadngage app in FUB.

  2. Login (sign-in info in the "Welcome to
    Leadngage - Sign In & Complete Connections" email) or Enter your email that you created your Leadngage account with and click Forgot Password to reset it.

  3. Go to Settings on the bottom left.

  4. Review & Edit the Business Profile: Friendly Business Name, primary business contact info, Time Zone, Missed Call Text Back, etc.

  5. Settings>My Profile - update Password, set Time Zone, update your email and/or phone number if needed.

  6. Settings>Integrations - Connect your social profiles

    a. Google My Business - Connect an email that has access to your GMB profile and select the page. Click "

    b. Facebook - Connects both Facebook and business Instagram once linked to your Facebook Page selected as long as the Instagram account is linked to the FB page (option to turn off DMs on Instagram or FB if you only want to connect one of them)

Note: We do not support emails and custom domains on the Leadngage Messaging or Automation plans.

Screenshots of Settings to Review and Connect

  • Settings>Business Profile: General Info

    • Fill in the Friendly Business name (your team/group name/your name, can include brokerage - i.e. Smith Home Team at Keller Williams). This is used as your Location Name for the Missed Call Text Back default message.

    • Fill in your legal business name that is on file with the IRS. Please include correct spacing, capitalization, and punctuation.

    • Double check your business email and phone number for accuracy. There are only internal alerts to this contact info. Any incoming message notices will be sent to the Follow Up Boss contact info for the assigned agent (user) for each lead using the agent/user email and phone number as on file in FUB.

    • Fill in your business website URL. Make sure the site you provide has a lead form with required TCPA opt-in language. If it doesn't, we will email you with proper language to add before we submit your Twilio regisration.

    • Logo is optional.

    • Make sure to click "Update Information" at the bottom of this section to save any changes.

  • Settings>Business Profile: Business Physical Address

    • Fill in your Business Physical Address as on file with the IRS.

    • Chose your Time Zone. This sets up the business window of 9 am - 7:30 pm of your time zone for action plan SMS to send.

    • Optional: Update Platform Language and/or outbound communication language for custom values. This applies to the Automation Plan & Platform Plan.

    • Make sure to click "Update" at the bottom of this section to save any changes.

  • Settings>Business Profile: Business Information

    • Fill in your Business Type, Industry, and ID as filed with the IRS.

      • Type: Corporation (Inc), Limited Liability Corporation (LLC), Partnership, etc. If Sole Proprietor, leave the Business Type blank.

      • Industry: Real Estate or as filed with the IRS.

      • Registration ID Type: USA: Employee Identification (EIN) for US, Canada: Canadian Corporation Number (CCN) for registered businesses. If Sole Proprietor with or without an EIN, then choose other and note whether the ID is an EIN or SSN.

      • Regisration Number: Provide your registration number or SSN. (Do NOT provide SSN if you have an EIN/CCN).

      • Regions of Operations: Select USA and Canada. Select any other regions, but be aware that we cannot guarantee Twilio registration for other regions.

    • Make sure to click "Update Information" at the bottom of this section to save any changes.

  • Settings>Business Profile: General & Contact Deduplication Preferences

    • Under the general section, check "Validate Phone numbers when first SMS is sent to a new contact", this is $0.005 per check and will help protect your number reputation by not texting untextable numbers. This is optional, but strongly suggested. When we connect your Twilio account we will turn this on.

    • The "Make Email compliance by adding an Unsubscribe link in your email" should already be checked.

    • All other checkboxes optional.

    • These sections auto update once changed.

General settings interface for Leadengage showing options for validating phone numbers, verifying email addresses, and email compliance with an Unsubscribe link.

  • Settings>Business Profile: Missed Call Text Back & Voicemail

    • Note: These messages will not work until you are approved with Twilio. We suggest turning this on after approval.

    • To turn on Missed Call Text Back, check the box next to "Enable missed call text back" and the message section will appear.

    • Customize the message if you'd like. The Leadengage is the Friendly Business Name under General Information on this page.

    • Option to send a test text message to one of your numbers.

    • Make sure to click "Save Missed Call Text Settings" when done.

  • Settings>My Profile

    • Update Password, set Time Zone, update your email and/or phone number if needed. The Leadngage Platform will send internal notices either to this email or your location email under the Business Profile. Notification of incoming messages in Follow Up Boss will got to the assigned agent's email and cell listed for the user in FUB.

    • Optional Email Signature, only on the Leadngage Platform Plan. Email not supported on other plans.

  • Settings>Integrations

    • Connect your social profiles in the two red sections below to enable messaging connections (option to turn off DMs on Instagram or FB if you only want to connect one of them). The section outlined below in the blue box must be connected to the email with your GMB profile, but additional drop downs are optional for dashboard stats. [You will may not see the second box Reserve with Google on your profile]

Add-Ons (Onboarding Coming Soon)

FUTURE SECTION

Mobile App (Optional)

The Lead Connector mobile app connects to your backend system of Leadngage (your Salesngage login).

NOTE: Messages sent by you in the Lead Connector App will not be recorded in Follow Up Boss and the "Leadngage Engaged" tag will not be removed to take open conversations out of your FUB Smart List.

The app can be used to call leads from your Leadngage Twilio number.

Have an issue? Report bugs, ask questions, and more

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