SendGrid is the official batch email integration supported by Follow Up Boss. It is used for sending large amounts of email and is necessary if you wish to send a batch email to more than 10,000 contacts every 24hrs through Follow Up Boss.
You can sign up for a free trial account with SendGrid. The free plan will cap at 100 emails per day. More details on SendGrid's Paid Plans that allow you to send 10,000+ emails and include additional benefits are outlined on their website.
Log In to SendGrid HERE to be directed to your API Settings
Click Create API Key
Name the API Key Follow Up Boss and provide Full Access Permissions
Select Create & View > Copy the API Key
Log In to Follow Up Boss
Go to Admin > Integrations
Paste the SendGrid API Key in the field provided
How the SendGrid Integration Works
When you use SendGrid with Follow Up Boss, you can send batch emails directly from Follow Up Boss through your personal SendGrid account (instead of your connected email). You have no need to leave Follow Up Boss to send batch emails to a large group of contacts.
- With SendGrid integrated, batch and action plan emails are sent from your FUB login email. We recommend that your login and connected email in FUB are the same for email syncing.
- You only need one SendGrid account for everyone on your team.
- Unsubscribes, Clicks, and Opens WILL sync with this connection.
- This is not recommended if you are using an @gmail.com email address.
To remove the 100 email sending limit, you will need to finish setting up your account. In order to do this, you will need to take the following steps outlined in this SendGrid Guide.
Note: Disconnect your SendGrid account from FUB during the verification process. Once you are verified, connect SendGrid to FUB again to update the integration.
Domain Authentication (recommended)
Before you can remove the 100/day sending limit, you must authenticate your domain. SendGrid requires customers to verify their Sender Identities to maintain the best possible sender reputations and to uphold legitimate sending behavior. You can begin the domain authentication process here. For more information see this article.
Single Sender Verification
Domain authentication is required to remove your sending limits however, Single Sender Verification can be used on the free plan and is useful for testing. Here is how to set that up:
Choosing a Plan
Once you've completed your account setup and would like to send over 100 emails per day, you will need to change your plan. Be sure to choose the Change Plan option under Email API. The Marketing Campaign Product does not integrate with Follow Up Boss.
Batch Emailing Best Practices
Please make sure to take a look at our batch emailing best practices for tips on helping make sure your email content is consistently delivered.