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hello everyone it is follow up friday our favorite day of the week it's the day where we bring to you a new tip a new trick a new feature a new system something to help you get the most out of your followup.com account and i don't know if you all noticed but the follow-up ferry has struck again and there are some amazing new features that you can find right inside of your followup.com account they're already there waiting for you and i'm going to take this video to go ahead and show you what the new stuff is so the first thing to know is that we are continuously working on upgrades to followup.com behind the scenes and we've always got new features lined up ready to push out to you guys and i know you're absolutely going to love the two new powerful features that i'm about to share with you today so as you can see right here i'm inside of a follow up you can see it on the screen and as you know there are two modes that a follow-up can be in and those two modes are called edit mode and live mode it's right here where it says builder mode so right now this follow-up is in live mode the one that's more purple is the one that is selected so this is what it looks like in live mode and this is what it would look like if i click on edit and switch to edit mode so as you can see in edit mode um it will allow me to add actions to my steps i can set out my marketing do i want to send out a text or a ringless voicemail or an email or a direct mail i can click inside of all of my stages and steps and i can edit the delay times i can add weight actions i can also even add new stages and i can even add new steps and so when i'm in edit mode that means i'm in there editing right it means that there are no actions that are going to be sent out to any of my leads because the software is going to wait until you're done editing to make sure that everything's ready to go before we send any of your marketing out so when you're in edit mode it's kind of like you're on pause and here's an analogy you can think of it as a followup.com is your car and you want to go out and go driving around and you want to go deliver all of your marketing you want to go and deliver your direct meal and you want to deliver your text messages and you want to deliver those emails and those ringless voicemails all right but when you're in edit mode it's like you've got that car at home it's in your garage you've got the hood up you've got tools out and you're in there tuning that thing up and you're getting it ready to drive but you can actually go driving when your hood is open and your hood is up and you're in there working on it so there's no marketing happening when i'm in here in edit mode and i've got the hood up so if you want to have your actions go out then all you need to do when you're done editing when everything looks good you just click on live mode and then your marketing can go out now that's nothing new that's old news we've always had live mode in edit mode the new news is this second toggle over here on to the right it's called auto follow-up and there's two ways to settings two modes that it can be in it can be turned on and it can be turned off all right so when it's turned on auto follow-up on means that your automatic follow-up actions that you have built out are going to go out and be delivered right they're turned on you can think of this like having your car in drive auto follow-up off means that your follow-up actions all of the automatic follow-up actions that are inside of here are turned off and there's no actions going out and so that would be like having your car in park right so it's real easy to shift between drive and park and whether or not you want to drive around and deliver your marketing or whether you want to stay in park and just put a pause and not send anything out right now so hopefully that makes sense to you and a question you might be having is well why would i need to have this feature why do i need to have the ability to have auto follow-up on and off well there's a couple of reasons why we put it in here and we think that you're gonna love it so when you're in edit mode you'll notice that you can't see any of your leads and where they're at so if i flip this back over to edit mode you'll see that in the top right corner of all of my stages and all of my steps is these three dot edit menus where i can go in and edit and i can't tell in this mode how many leads are in each stage and in each step if i want to be able to see that i have to be in live mode right so live mode will allow you to see where your leads are at and so here i can see i've got 41 leads in stage one i've got seven leads in stage two and if i click on the seven i can see even you know down there they're all in the daily call list and if i want to know where these 41 are i just click on the 41 and i can see that they're located here 26 and step 1 and 15 and step 4. so i can see where they're at now what if i want to move these leads around when you move leads around into a step those actions fire off right away or depending on if you have a delay timer they might not but when you're moving leads around in a live pipeline that thing is hot and actions can be sent out so you might get to a time where you want to move your leads around but you want to make sure messages don't go out so the way to do that would be have it in auto follow-up off mode this would allow me to move my leads around and then once they're all exactly in the right spot then i can just go ahead and switch it to on and that will put make it so the actions go out right then the actions will send out so you can be in control of when your actions are going out another reason you might want to use this is if you want to move some of your leads to a different template for other marketing actions so let's say these ones here over in my call and texted backlist these seven leads maybe i want to go ahead and move them to a new follow-up so i would select those leads i would use bulk actions and i would move to a different follow-up and then it would show me all my available follow-ups here and where i might want to move those leads now when you do that it automatically will always move those leads into stage one and step one of that follow-up and if that stage one and step one has actions in it they would fire off according to however you have that other follow-up set up so if you were to put that other follow-up into auto follow-up off mode you could move leads into it or you could import leads into it and you could know that no actions were going to go out until you hit the on button so that is a really cool feature that we really hope you guys love um the other thing that is is neat about this is we've made it even easier for you guys to be able to see all on one screen at a glance what's the status of all your follow-ups so if you go back and you click on follow-ups inside of your follow-up.com account you're going to see this screen looks a little different we have made it so that you can see very easily which follow-ups are live or in edit mode and which ones have the auto follow-up on or off so all of the follow-ups where you see the red circle are live those are ones where you are in live mode those are ones where it's not in edit mode right those are ready to go the other thing is you can see if the purple arrows are highlighted in purple that means auto follow-up is on so this is the template we were just in we left live mode and auto follow up on and i can see you know some other pipelines and whether or not how they look so if i go into this one and i would turn that auto follow-up off and then i go back to the follow-up screen you'll see that it will now show auto follow up off it'll be all gray like this so that's how it looks when it's off so this would be a really easy way for you without having to click in and out of each follow-up to see what the status of those follow-ups are so we thought that would be a great feature for you guys i know i love it i hope you guys love it too it makes your follow up to a followup.com account more friendly easier to use and also a little bit more colorful so that's not all good things right feature number two that i want to show you is that we have made an upgrade to the contact address fields inside of your account and that's to make it easier for you as a real estate investor so if you click on contacts and go inside contacts now you'll find this whole page looks a lot cleaner and if i'm just going to click into one of these contacts i'm going to pick the top one on the list when i go inside of a contact and i click on the blue pencil you'll notice this screen looks a little bit different it's not really you know not a huge change but we do think it helps you have more clarity as to what's going on with the addresses that you see inside of your followup.com account so you'll see i have up on the top the first name last name phone number and email and it does need to be a mobile phone number if you want to use our automatic follow-up technology so the top address is for the property i've got a street address a city a state and a zip for the property right so you should all be able to figure out that that's where you put the property address now um the second one is called tax mailing and same fields but it's for the tax mailing address and then the bottom one is called other so we've got three different addresses that you can use now what we've done is we've just changed the names of these fields so if you previously imported leads if you've previously been using followup.com these used to have slightly different names so the property address used to be called other so if you had done an import before and you mapped your address to other you'll now see that it's called property and tax mailing street address used to be called just the straight mailing address so if you had imported and mapped leads into the mailing address into the past now that's called tax mailing address which is just the mailing address for your leads and the final one used to be called billing and we've renamed it from a billing address to other just because the billing address didn't really quite fit in with what most real estate investors are doing so again the old system used to be mailing address billing address and other address we had mailing billing other and now we've got property address tax mailing address and other so it's just a better fit more friendly for real estate investors so that you guys can you know make more sense out of this and it makes more sense for your business and what you're doing so i'm going to go ahead and show you the import screen and kind of go a little bit deeper dive into how that works as well so inside of contacts if you want to see your imports you click on this manage imports button and as you know once you upload a file it'll show down here i've got one just called sample data and if i want to map that data into followup.com you click on the blue pencil this is how you do data mapping and you'll notice this screen looks a little bit cleaner and friendlier and easier to use now so inside of this screen up at the top you'll see all of the fields that we have for a contact it matches that other screen that i just had up for when you're inside of one contact each contact can have a first name a last name a phone number and an email and then three different addresses and again those three addresses are property tax mailing and other and what this screen is telling you to do is to go and look at your spreadsheet which must be a csv file go look at your csv file and look at the columns you have and match up those columns with where you want followup.com to pull that data from so i'm going to show you what my csv file looks like and a csv file is just a spreadsheet and it's just a paired down like very clean spreadsheet where you can't have any fancy formatting or anything in it so it just saves it in a format where it's just straight up data only you can't have colors and fonts and everything like that inside of a csv file that's the only difference between that and a regular excel file so you want it in a csv file so that we just pulling only the data into followup.com so this csv file if you look at my top row you can see i've got seven columns and they are called first name last name phone street address city state and zip and if you scroll down you'll see all my data that i've got those seven columns and so when i imported this when i upload this into followup.com what our software does is whatever your first column is it takes those column names and puts them into the drop down box so when i go back over here into followup.com and i click on this drop down box i will see my column names here so these are the same seven column names first name last name phone street address city state and zip and all you're doing is you're telling our software what column goes where what column on my spreadsheet is the first name well it's the first name column and the last name last name column phone number on my spreadsheet it was just called phone and the email address i didn't have an email address and that's okay i'm going to leave that one blank so it'll just say select your field you know i don't want to select any one of these i'm going to leave it blank because i don't have an email and that's okay now you'll remember on my spreadsheet i had one address and it's up to me where i want to put that address do i want to say that that's the property address or is that the mailing address or is that an other and in this case i've gone ahead and said that that's the tax mailing address you know in this case it's the same as property you could choose where you want to put it sometimes you will have two different ones sometimes you only have one address so in this case i've gone ahead and designated that as the tax mailing address so for tax mailing address i put street address city state and zip and if i wanted to i could switch it over to here i only have one address so i've left these other two blank the other thing that you're going to want to know is that if your spreadsheet had other columns in it that's okay maybe i had a column for you know whether or not they had a mortgage or whether or not they were divorced or the amount of the mortgage or the value of the home or whatever other columns might be connected to that data in your spreadsheet you could have 20 or 30 or 40 columns in there and that would not matter all that would do is make this drop down list a little bit longer and you'd have to pick from all of the columns available which columns you want to bring inside of followup.com and then once you're ready to do that once you've selected your columns that match up with these data fields up at the top you click apply mapping and you'll see a preview of your data down below this is important because it lets you catch any errors you might have make sure you didn't accidentally make up mix up first name and last name make sure that your address is all in the right columns that it that it matches up that your zip code column actually has zip codes in it and you'll see where it's highlighted in green here that's our software doing a little bit of help for you on the back end and checking your data to make sure it's good so it makes sure your phone numbers have the correct number of digits and that that it's going to actually work as a phone number so you can just scroll down and make sure those are all green then you know you're good to go if you see anything highlighted in red or yellow here that's a warning that that one isn't going to import properly and it isn't going to work so you maybe want to go back into your spreadsheet edit that save it re-upload it and make sure you get it all be green so that you know your messages are going to go out same thing for these states you'll see here these are highlighted green because these need to be the same format that would go on the outside of an envelope so that the post office can deliver it so you can't have your states spelled out with the full name of the state it needs to be the two letter postal code reach state so our software will go ahead and do a check on that for you and just give you a flag that'll be red or yellow if there's something wrong with the way that your data is formatted once you're ready to do that and your data is all good to go you just import your data and if you want to go ahead and add that into a follow-up now is the time where you would do that so that's all i have for you guys today hopefully you found this video helpful i know it was a little bit long but we had two really amazing and powerful features i definitely wanted to cover in depth for you guys and i i really hope you guys are gonna use this that you're gonna love this that auto follow on off is a great new feature i love the new follow-up screen where you can just see on one screen whether or not everything's live whether or not autofollow is on or off and then of course the three new property address fields for property tax mailing and other so that with your contacts you can just have a clearer understanding of which address is which inside of your follow-up.com account so stay tuned we've got more follow-up friday videos coming your way and future fridays and they're always going to have more tips more tricks more systems how to get the most out of followup.com and what it can do for your business have a great weekend everybody