SendGrid is the official batch email integration supported by Follow Up Boss. It is used for sending large amounts of emails 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.

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 do not 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 integration is recommended for those with a custom domain. 

1. Create your SendGrid Account

Go to SendGrid.com to create your free trial account. 

2. Upgrade to a Paid Account 

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. 

3. Complete SendGrid Authentication

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: If you already completed the integration with SendGrid and FUB, disconnect the integration 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. 

4. API Integration

The owner and admin users can complete the API integration with FUB.

1. Log In to SendGrid > API Settings

2. Click Create API Key

3. Name the API Key Follow Up Boss and provide Full Access Permissions

4. Select Create & View > Copy the API Key 

5. Log In to Follow Up Boss

6. Go to Admin > Integrations

7. Select SendGrid

8. Paste the SendGrid API Key in the field provided

9. Connect

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.

FAQs