Follow Up Boss Integration Best Practices

Always review the subject line, message, merge fields, links, and contact information before sending an email or adding it to an automation.

KCM provides the content and strategy, but adding a personal introduction, local insight, or direct call to action can help the message feel more relevant to your audience.

Before activating a Follow Up Boss automation, confirm that the emails are arranged in the correct order and that the timing aligns with the recommended KCM Playbook schedule.

Consider testing the email or automation with yourself or a small internal list before applying it to a larger group of contacts.

Before creating a new automation, confirm that the same KCM Playbook or email sequence is not already active in your Follow Up Boss account. Duplicate automations may cause contacts to receive repeated messages.

Confirm that you are using the correct tag before adding contacts to an automation. Review the automation carefully before applying its trigger tag to your full audience.

Follow Up Boss manages your contact-based emails and follow-up activities. Your KCM Playbook remains your primary guide for the complete strategy, including social media, video, calls, and other marketing activities.

 Questions? Reach out to your KCM Support team — we're here to help!