Embedded App: Keeping Current Matters (KCM)

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Becca
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Keeping Current Matters (KCM) is a real estate marketing platform helping agents start more conversations that close more deals. Get powerful market insights, ready-to-share content, and plug-and-play tools like RealTalk and Playbooks to stay top of mind and drive results, directly in Follow Up Boss.  This integration allows agents to create content-rich email templates directly in Follow Up Boss, push email templates from KCM to Follow Up Boss, and automatically create Action Plans from KCM Playbooks, including personalized email templates.

 

How it Works 

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Embedded App 

  1. Under the CRM category, choose Activate on the Follow Up Boss tile
  2. Enter your Follow Up Boss login credentials
  3. Choose Grant Access to allow the integration

 

Additional Information 

Once integrated, you can send templates to Follow Up Boss from Playbooks and EmailBuilder, and you can create Action Plans from Playbooks.

Creating Action Plans

  1. Select the Playbook you want an Action Plan for
  2. Click the Open in Follow Up Boss button
  3. Click the Use Automation button in the Follow Up Boss window
  4. Identify the Tag created in the Automation
  5. Add this Tag to your Tags in Follow Up Boss
  6. Tag your audience with the Tag to begin the Playbook in Follow Up Boss
  7. Enable the automation

Sending email templates from Playbooks

  1. In the email, click Send to CRM button
  2. The email will now be a Template in Follow Up Boss

Copying an email template from Playbooks

  1. In the email, choose Copy Template
  2. Choose Copy for Follow Up Boss
  3. In Follow Up Boss, open a blank email
  4. Click Paste to paste the email

Sending an email template from EmailBuilder

  1. Build the email template in KCM’s EmailBuilder
  2. Click the Send to CRM button on the toolbar
  3. The email will now be a Template in Follow Up Boss

 

FAQs

What do I do when the connection is not active? 
To activate the connection, reauthenticate the integration in My Accounts/Integrations in KCM. 
What login credentials do I use to copy the Playbook to FUB?
Use your FUB credentials to copy the Playbook to FUB.
Why are the Action Plans not running?
To run a KCM-generated Action Plan, a tag will need to be created and assigned to contacts. 
Why don't the Action Plans include all the steps from the Playbook? 
Some actions for the Playbooks are meant to happen one time for all audience members. Action Plans are steps intended to be taken once for each member of the audience. Social posts are a good example. These are intended to post once per platform, not once per audience member. These are excluded from the FUB Action Plan so that a task isn’t created for each audience member in your FUB account.
Why are the text templates not included in the Playbook?
This is something that we are looking to add to the integration in the future. 

 

Questions? Check out the KCM Help Center or reach out to the KCM team.

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