Connect your email to FUB. Here are 2 simple FUB Support Articles that can show you how to set this up. Step 1 Click here, and Step 2 Click Here.

Create a SendGrid account (Free Options available) and connect it with your Follow Up Boss Account. Click here to view the FUB support article on how to do this. Here is a link to learn more and create an account with SendGrid. If you are wondering why you would want to connect your email with Sendgrid, it gives you better email delivery & open rates, but you can also read more about it by clicking here.

Also, SendGrid released its 2023 Guide on getting better Email delivery. You can view the guide here for free. Click here to learn how to send a batch email with FUB.

Now the fun part beginnings, start sending. Seriously, don’t hold yourself back from creating the “perfect email” that never goes out. If it’s your first time sending a batch email, start by sending it to a warmer audience (a group of people you can filter out in FUB that you know will have a high chance of opening your email, like past clients & friends/family as an example) This will help you warm up your email reputation so that other domains don’t think you're just a spammer. Seriously, even if your first batch is just to 10 people, start practicing creating a relevant message to those 10 people while using the FUB Merge fields for the subject line & context of the email. I highly encourage you to start and send something that you think your selected audience would find valuable (find something to give them that they would appreciate, like an invitation to an event, a link to an article that they might find interesting, a property they might find interesting, or a recent market trends report)

Tips on how to create better emails:

It starts with your audience; use FUB filters to create an audience list. I like to filter by stages (it helps me identify where in the process to segment the message for them) and then a custom field that we have for the primary language being either English or Spanish. For property promotions, we would use the auto tags feature to filter by the Zip Code since FUB always pushes the zip code to the tags section whenever you enable the Auto Tag Feature. If we wanted to we can also filter it a bit more based on the price they are searching for with a custom field showing us the buyer's desired price range.
You got your audience. Perfect. Now, having them in mind, create a subject line that would capture their attention. I have found that asking a question is a great way to peak their interest. A few subject lines that have worked well for us are:

Contact And Relationships First Name, which one is it? 1, 2 or 3?
Am I doing something wrong here Contact And Relationships First Name?
Are you joining us next weekend Contact And Relationships First Name?

Be mindful of your first sentence, as this is what they will read after your subject line. This is why segmenting your audience helps a ton because you can generalize a message just by knowing where this group of people is in their journey. For example, a list of people who can’t qualify because of their low credit score or a group of people who are interested but waiting for prices to come down. You can leverage that information as a way to build up your 1st sense. For example, “Greeting First Name, I remember you are waiting for home prices to come down and thought this might be a good option for you…”
Power Up Your Message with merge fields. Some of my favorite merge fields are as follows:

Contact & Relationship First Name - super useful when you have added relationships to your FUB Contact
Obviously, contact First Name… a great trick to messaging at times, though, is using Contact Last name. One of my favorite lines to include in an email is “I trust all is well with the Contact Last Name Family”. Helps it sound a bit more personalized.
The last 5 Properties Viewed are an awesome merge field. Super useful when you have people engaged on your site, and you have the FUB Pixel installed on the site.
Some of our favorite custom fields are also used as merged fields, like:

Favorite Cusine
Favorite Sports Team
The industry they work in
Primary Language (We use this more as a filter, not a merge field)

If you plan on adding Banners to your newsletter or email, I would recommend using Canva and creating them in the following sizes: (900 × 240 px) or (600 × 150 px) and exporting them as a PNG. They should be somewhere around 200 KB in size which is great. So if we use 4 photos at 200 KB in size for that 1 email, we are still 800 KB in total size below 1,000 KB (AKA 1MB) for the email. That’s good. In my research, PNG & GIF seems to work better than jpeg.
Great emails always include a call to action. That call to action can be creating a templated response like “Reply #1 if you want X, reply #2 if you want Y, reply #3 if you want Z” or it can also be something such as “Click here” to view BLANK. Creating an email where the call to action is clear allows the reader to have clear instructions on how to proceed if they are interested. Very useful.