Batch Emailing Overview

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-Engage Old or Stale Leads
Market Updates
Neighborhood Tours
Holiday Greetings
Newsletters

What Should I Know Before Sending a Batch Email?

The goal of a batch email is to encourage relationships and communication.

The best batch emails are:

To an expecting audience: Make sure your audience is expecting and wanting email from your
Relevant: Send messaging that resonates most with your audience, for instance, you'll like be sending different messages to your buyers than your sellers. Use Smart Lists to target your sends.
Goal-Driven: Always consider the action you would like readers to take once they've read your email.
Concise: Everyone is busy and you're competing for their attention. Start with a bold headline, then include email copy that's easy to digest. Short, relevant emails with a clear call to action will often receive the most responses.

Before sending a batch email, be sure to check out these Best Practices.

Getting Started

Connecting Your Email

In order to send batch emails, you will first need to connect your email address (How to Connect Your Email). That way, the responses to your batch email will flow into Follow Up Boss.

Sending Limits

Each Follow Up Boss customer with a connected email will be able to send up to 10,000 emails per day. To protect the deliverability of your emails, make sure to send emails only to leads that are expecting to hear from you.

Expanding Your Sending

SendGrid is a batch email provider you can integrate with your Follow Up Boss account to send a batch email to more than 10,000 contacts every 24 hours. You can select larger volume limits based on your needs (SendGrid Setup).

How to Send a Batch Email

1. Filter down your list to the segment you want to target.

Select the people you want to email and click the bulk email icon.:

Or, you can choose everyone by clicking the empty checkbox at the top left, then clicking "Select All":

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2. Compose the email you wish to send.

You can use your existing templates and also leverage merge fields. If you need to navigate away from the compose screen, don't worry; we will save a draft of what you wrote so you can easily pick up where you left off.

Pro-tip: Include a link to your website where the Follow Up Boss Pixel is installed and when the lead clicks that link, their website activity will show up in Follow Up Boss. More info on the Pixel here.

3. Choose to include all email addresses. (Optional)

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This checkbox is off by default, in which case your email is sent to the primary email address of each selected person. If you turn on the checkbox, your email is sent to ALL email addresses of each selected person.

This is useful if you typically add a spouse as a second email address on the same contact record, with this feature you can keep everyone in the loop.

4. Choose to send from yourself or the assigned agent. (Admins only)

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 ISAs or teams who want to provide marketing services for their agents.

More on Sending Batch Emails on Behalf of Agent

5. Preview your email to see how different merge fields are applied for different people.

If you realize you've made a typo (interested instead of interest in the above example), go back to the compose screen and edit your email. Once ready, just click the Send Email button and Follow Up Boss will take care of the rest.

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