This article provides instructions for the legacy version of Follow Up Boss, FUB Classic. For updated instructions, please click here.

Still using FUB Classic? Here’s a great overview on how to switch to FUB2!

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Email templates are used to quickly send personalized messages via Follow Up Boss.

Templates are accessible in both the desktop and mobile versions of Follow Up Boss

1. Click email templates in top right corner:

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2. Click "Add Template"

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3. Set a template name:

Your contacts will not see this name.

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4. Set the subject and email message:

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5. You can use merge fields that will be replaced with the actual details of the contact or agent.

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6. Select "Save"

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FAQ

Should I include signatures in my template?

No. In the desktop version Follow Up Boss will use the signature under each agents "My Settings".

On mobile your default phone signature will be used.

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