Creating email templates will save you a lot of time when you need to send information to multiple contacts within Follow Up Boss. Email templates can be used for many things, including but not limited to sending 1:1 emails quickly from desktop or mobile apps, ending batch emails, and sending emails from an action plan.
Creating Email Templates
Note: All user roles can create email templates.
1. Go to Admin > Email Templates
2. + Email Template
Editing Email templates
Articles can be edited by the agent that created the article but only admins and owners can edit already made email templates.
Here is an agent's view of the email template screen.
Owner/Admins can edit these by going to Admin > Email Templates and clicking on the pen and board button under the actions column. Here is an Owner/Admin view of the email template screen.
You can also choose to share the email template with the team when creating the template. To do this, you will need to click on the checkbox that states share this template with my team.
Using Merge Fields
Merge Fields are fields that will be replaced with the appropriate information. For example, %contact_name% would be replaced with "John Doe" if that is the name of your contact.
Using Email Templates
To use an email template when you are replying or creating a new email to a contact via 1:1 email, you can simply click the Use a Template button, or at the beginning of a line, type '/template name' and you will be presented with a popover with a list of matching templates.
You can also use email templates when sending Batch Emails out to multiple users at once. We advise reading our batch email Best Practices to avoid your emails from going to spam or having your email address marked by the email provider as spam.
HTML can be added to batch emails within Follow Up Boss. For more information, check out Adding HTML to Emails.
When adding merge fields, please make sure you do not edit the text that comes out once you select which merge field you want.
For example: if you click on the Contact Name merge field, do not edit %contact_name%, otherwise, it will not come up.
You should also make sure the field you're pulling data from is filled out. If you use %company_name% but the Company Field is blank, this will not appear in the email for that contact.
Our email templates cannot be edited using HTML. To avoid spam filters marking your email as spam, we decided to keep things simple with our template editor. If you're looking for more advanced edits for things like newsletters or more advanced styles of batch emails, we suggest looking at integrating with a third-party company.