Creating an Email Template

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

2. Click Add Template

3. Set a template name

Your contacts will not see this name.

 

4. Set the subject and email message

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

6. Select save

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.