In Follow Up Boss you can email a bunch of people at once via Batch Emailing! This is best used for targeting specific people with specific messages. Here are some popular uses:

• Weekly Check-Ins with Buyers, Sellers, Etc.
• Re-Engage Old or Stale Leads
• Market Updates
• Neighborhood Tours
• Holiday Greetings
• Newsletters
• Email contacts a link to your website so the Pixel can start tracking the contact's activity when they click the link

How it Works

How to Send a Batch Email

In order to send batch emails, you will first need to connect your email to Follow Up Boss. Your connected email is used to send batch emails. Once your email is connected to FUB, follow the steps below.

1. Go to the People tab

2. Filter to the desired list of contacts 

3. Check the box next to Name > Select All (optional) 

4. Select the Batch Email icon

5. Check the box to Include All Email Addresses (optional)

Note: This includes all emails on the lead profile, including relationship email addresses. 

6. Choose who the Email is From (option for admin users)

7. Select the Email Template or Compose your email

8. Preview Email

9. Click Go Back and Edit to edit the email (optional)

10. Send Email or Schedule Email

11. Your batch email is complete! 

⭐️ Pro-Tip: Use Merge Fields and 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. 

Batch Email Reporting

To view your batch email report, go to Reporting > Batch Emails. This report will show your 100 most recent batch emails. 

• Subject: Subject of the email and who it was sent from
• Created: Date the email was sent
• Status: Shows the status of the email (sending, scheduled, finished, failure)
• Recipients: Number of contacts selected to send the email to
• Sent: Number of contacts the email was delivered to
• Opens: Number of contacts opened the email
• Clicks: Number of contacts who clicked a link in the email
• Unsubscribes: Number of contacts who unsubscribed from the email
• Bounces: Number of bounces

Improve Email Delivery

Authenticate your Custom Domain to Improve Email Deliverability today! 

Sending Limits

Each Follow Up Boss user can send up to 10,000 emails per day. To protect the deliverability of your emails, make sure to send emails to leads who are expecting to hear from you. 

Expanding Your Sending

SendGrid and Mailchimp are batch email providers that integrate with Follow Up Boss and provide sending limits of over 10,000 emails per day. 

Adding HTML

HTML can be added to batch emails within Follow Up Boss. For more information, check out Adding HTML to Emails.

FAQs 

Can I cancel a scheduled batch email?

Yes! To cancel a scheduled batch email, go to Reporting > Batch Emailing > Status > Cancel. Please note that only the person who originally scheduled the batch email can cancel it. 

How are emails opened counted on the report?

Contacts, not relationships, are counted on the report. This means that if you send your batch email to relationships and either person opens/clicks on the email, the contact will be counted once. If both people open/click the email, the contact will still be counted once on the report. On the contact's timeline, you can see who opened or clicked the email.

How come the batch email icon isn't appearing?

This might be because your Batch Emailing is turned off in Power-Ups. You can check by clicking on your initials/profile picture at the top right > Click on Power-Ups > make sure Disable Batch Email is NOT turned on.

Can agents see an email that was sent on their behalf? 

No, agents can only see batch emails that were sent from within their account. Admin users can view all batch emails by going to Reporting > Batch Emails.

Will multiple emails be sent to duplicate leads or leads with the same email address? 

No, if multiple profiles all have the same email address and all are selected to receive a batch email, only one email will be sent to the email address.