👋 Let's get Aisa Holmes setup with your FUB account.
Here's how to get setup:
👉 Log in to your Outlook account
👉 Select the "Settings" icon from the top right then select "Options" from the drop down. Lastly, click "Inbox and sweep rules" from the left hand menu 👇
👉 Click the "+" icon in the Inbox Rules panel 👇
👉 Name your New Inbox Rule "FUB" (or whatever you like) and select from the first dropdown "It was sent or received from" > "Received from..." 👇
👉 Enter "firstname.lastname@example.org" in the It was received from... field and be sure to hit "enter" on your keyboard. Then click "OK" 👇
👉 Now click the "Add Condition" button. Then select from the next dropdown "It includes these words" > "in the subject..." 👇
👉 Enter "New Lead" in the field and click the "+" icon. Then, enter "Lead Alert" in the field and click the "+" icon again. Then click "OK" 👇
👉 Now in the Do all of the following dropdown, select "Forward, redirect, or send" > "Forward the message to..." 👇
👉 Enter your email@example.com email found in your Holmes Dashboard and hit "enter" on your keyboard. Then click "OK"👇
👉 Make sure your New Inbox Rule matches as shown below, and if it does, select "OK" 👇
🎊 Nice job, your FUB leads will now be responded to by Holmes!
Okay, so here's how to make sure it's working
Go to a contact form that funnels to your Follow Up Boss account on your website and fill out the lead inquiry form.
Please use your own name and phone number to fill out this test form. 😅
👍 You should have now received a response from Holmes via SMS through your Holmes Phone Number to the number you filled out.
You should also see a new lead in your Holmes Dashboard with the lead's contact details and with the message Holmes responded with.
Tell us if it didn't work!
If you aren't receiving a response from Holmes, or don't see the new lead in your Holmes dashboard, shoot us a message via the little floating live chat bubble in the bottom right of this page 😃
Or you can send an email to firstname.lastname@example.org and I'll get back to you!
🚀 The Structurely Team