Troubleshooting DMARC and SPF issues
For situations when all of your Action Plan emails fail to bounce: Because we send out your Action Plan emails through our SendGrid account to help make sure you don't hit your daily email limit, depending on your settings through your email provider there may be situations where we cannot send these on your behalf. If you notice that every email fa...
Emails are Not Syncing
When your email is connected in FUB, your emails sent to and received from leads should sync to FUB. FUB will sync from the point in time that the email is connected, we will not sync for emails exchanged prior to connecting with Follow Up Boss. If an email didn't sync, here are a few things you can do: Check the to/from email addresses in the email...
Issues Connecting Google Email
If you are having issues connecting your GMail or Google Apps account to Follow Up Boss, here are a few common problems and the steps to try to resolve them. Access Revoked If FUB's access to your Google account has been revoked, reconnect by following these steps: Click the blue "Connect your Google Email" button If you're not logged into Google, y...
Re-connecting a Disconnected Email
We notify users when their email has become disconnected. If you see a banner on top of the screen like this, it means your email address has been disconnected from Follow Up Boss. The most common reason for an email to become disconnected is the email password being changed. To reconnect, click on the top banner: Next click "Connect with Google" b...
Why Emails Go to Spam
Emails usually go to spam due to the recipient's specific email account and settings/security they have configured to detect junk/spam email. To resolve this, the recipient needs to configure their email's settings/security so that messages from Follow Up Boss aren't marked as Junk/Spam. To whitelist an email address in Gmail, sign in to your accoun...
Issues Connecting Office 365
If you're having issues connecting to Office 365, here are the three most common things to check. 1) Two-Factor Authentication -Do you use a PIN code to login? If so, see this guide for more information here. 2) IMAP Settings -Check to see if IMAP is enabled under your account settings. 3) Ask Your Network Administrator -Reach ou...
Email Bounces and Rejections
Summary: Troubleshoot email bounces and/or rejections that you receive in Follow Up Boss or from your email provider. Email Bounces: An email bounce signifies non-delivery of your email message and can happen for a number of different reasons. When a drip campaign email or an email sent to a Google email bounces, we will mark that contact with the ...
Why did my action plan email fail to send?
Action Plan emails can occasionally fail to reach your leads due to various reasons. You can use the following information to understand why this may have happened. Failed to send This means that the email was never sent from Follow Up Boss due to a problem. The most common reason for this message is that no email address was present when the lead e...
Filter Out Spam Sent to Lead Email Address
If you are receiving many spam, marketing, or other unwanted emails that say at the top "Below email was forwarded to you by Follow Up Boss", follow these simple steps to filter them out of your Inbox in Gmail or Google Apps. 1. Locate one of such emails, click to open it, click on the message menu in the top right corner (next to the Reply button),...