Global Quick Email

With our Quick Email feature, you can email your leads from any page in Follow Up Boss. There’s no need to stop what you’re doing to reach out to your contacts. Here’s how it works: From any page, click on the Quick Email icon in the top right: This will open a window in the bottom right of your screen where you can compose your email. You can email...

Custom Merge Fields

Personalize email and text communication using Custom Merge Fields. Setup Custom Merge Fields are based on the Custom Fields created by your team account owner. These fields affect the entire account. If there's a field you think would be useful for your team, reach out to your account owner to get it added! Using Custom Merge Fields This customized...

Send Batch Email on Behalf of Agent

  Admins can send mass emails on behalf of the assigned agent using our Batch Emailing feature. Replies to these emails will go to the agent for continued engagement. This is great for: Allowing team admins or ISAs to send personalized communication on an agent's behalf. Providing marketing services to your team. Delegating long-term engagement task...

Schedule Email

Build better relationships and always be a step ahead in your follow up by utilizing the email scheduling feature. Staying in touch has never been easier! Use scheduled emails to: Wish contacts "Happy Birthday" or "Happy Anniversary" on the exact date. Stay top-of-mind when leads say they'll be ready to work with an agent after a certain time period...

Adding Attachments to Batch Emails

Have a file that you would like to send to a group of contacts? The industry best practice is to include this information as a link in the body of your email.  How to Send a File or Document 1. Upload the file to your website, Google Docs, or Dropbox. 2. Copy the link. [How to Create a Share Link with Google] [Sharing Links with Dropbox] 3. Paste th...

How to Resubscribe an Email Address

Resubscribing an email address allows one of your contacts to continue receiving your email messages in the event that they may have accidentally unsubscribed from one of your campaigns. Leads can unsubscribe from: Action Plan Batch Email If you have a contact that you need to have resubscribed, please email support@followupboss.com.  ...

Batch Emailing 101: How to Mass Email Your Leads

  What Is Batch Emailing? Batch emailing gives you the ability to email groups, or "batches," of contacts at once. Use batch emails to strategically engage every sector of your database by sending targeted messaging that is most relevant to where they are in your pipeline. Popular Uses for Batch Emails: Weekly Check-Ins with Buyers, Sellers, Etc. Re...

Creating Email Templates

Email templates can be used for: Sending 1:1 emails quickly from desktop or mobile apps Sending batch emails Sending emails from an action plan Managing email templates You can manage email templates under Admin > Email Templates screen. To create a new email template, click the "Add Template" button: Sharing email templates with your team Emails...

How to Use Merge Fields

Merge fields can be used in Email Templates and Text Templates to automatically input your lead’s info into the message (such as your lead's name, the address they're inquiring about, or your name and phone number). For example, if you want your drip emails to address your lead's by their first name at the start of the email (such as "Hi Paul!"), th...

Adding Attachments to Emails

To attach a file to an email, open a contact, click "Send Email", then choose "Attach file(s)". Then select the files you would like to add (you can select multiple) and click "Open". You can use the trash can next to the uploaded attachment to remove individual files if needed. Batch emails & attachments If you want to send a file in a batch em...

Adding Non-YouTube Videos to Email Templates

The easiest way to add videos to your emails in Follow Up Boss is by uploading the video to YouTube and then following the instructions here to add it to your email. If you prefer to host your videos somewhere else like Vimeo or Wistia, here are the steps for adding those into your email templates: Go to Admin > Email Templates > Add Template ...

Open and Click Tracking for Emails

Open Tracking When you send an email to a client from inside of Follow Up Boss, we will track if that email has been opened by the recipient.* On the timeline of the lead that was emailed, you will see a small green indicator that will let you know how many times the email has been opened. This will update based off of how many times the user specif...

Inserting YouTube Video into Email

You can insert a YouTube video with a play button into a Follow Up Boss email. 1. Click the video icon in the email editor. 2. Copy the full URL from YouTube and paste into the modal that appears. Note: Shortened URLs will not work. 3. The video will display as a preview in the email. Make any further edits to your email and click Send Email. 4. If ...

Link Previews

When composing emails, the links that are pasted in will be converted to a nice preview. The previews are editable and there are links to just show the URL or remove the preview entirely.   Having trouble generating a link preview? Most problems with link previews involve an invalid URL. In order to validate your URL, you can simply open a new tab i...