Batch Emailing Best Practices
Before you send a batch email, take note of the following best practices: Avoid spam-like content Spam filters are constantly evolving and while it is impossible to know what all factors will be applied for your email, there are some best practices to follow and mistakes to avoid. Spam filters look for particular content, so make sure to avoid using...
One System
Follow Up Boss works best when you have all your leads, clients, and past clients in the system. You and your team will have just one simple place to go for all your follow up and have quick access to any contact you need, both on desktop and mobile. Extra systems means extra work; we are big fans of keeping it simple. Make sure to import your prev...
Tracking Dates in Follow Up Boss
Staying top of mind is essential to your business. Follow Up Boss makes it so you never forget an important date! Here’s how to keep track of key dates like birthdays, anniversaries, closing dates, and more. Setup Custom Fields Account owners can add recurring date custom fields that can be utilized by the entire team. A birthday field is included b...
Keyboard Shortcuts
Sending email (cmd + enter) When typing an email use cmd + enter to send the email faster. Email templates (/templatename) When inside an email use the backslash / command and your template name to pull it up faster. Mentions (@) When typing a note use the @ symbol to mention a team member. Clear filter on people screen (click filter then press ESC)...
Software & gear we recommend
Below is the hardware and software we recommend you take a look at for use along side Follow Up Boss. Software Google Chrome The best web browser works especially well with Follow Up Boss and our calling feature. gSuite / Google Email + Google Calendar The best way to host your business email and calendar, Google has the best spam control and email ...
