Audience to Follow Up Boss Features


audience

 

Features:

 

  • The lead information is sent to Follow Up Boss when the QR Code is scanned.

  • When an update to the lead occurs, a new QR Code will need to be scanned to send the updated information to the lead in Follow Up Boss.


Field Mapping and Required Fields

  • The following fields map over into Follow Up Boss from the lead information in Audience:

 

Mapped Fields
First Name *
Last Name *
Email Address *
Address *

*Note: The fields containing the * are Required fields*

  • The QR Code URL is required when composing your message, however it does not map into Follow Up Boss. 

     

 

Agent Assignment

  • The agent is assigned in Follow Up Boss based on the email address of the agent who is logged in in Audience.



 

 

Setup: Audience to Follow Up Boss Integration

 

Setup: Follow Up Boss to Audience Integration