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. 

Remove Formatting

If you are copying and pasting text into FUB, you will need to remove the formatting from the text. This removes any previous formatting from the text to ensure it is delivered to your contacts the same way it appears in FUB. To do this, highlight the text and click remove formatting. 

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.

Adding HTML

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

FAQs