Setting Up the Follow Up Boss Integration in Click2Mail’s CRM Hub

Introduction

Integrating Follow Up Boss (FUB) with Click2Mail’s CRM Hub enables seamless mail piece generation by leveraging FUB’s tag system. This guide outlines the step-by-step process to configure the Follow Up Boss integration in Click2Mail, including selecting your account, setting up the database, and mapping data fields.

Steps to Set Up Follow Up Boss Integration

Step 1: Select Accounts

1. Log in to Click2Mail’s CRM Hub.

2. Navigate to the Integrations tab on the left menu and click “Create Integration” in the top-right corner.

3. In Step 1: Account Selection, select:

   • Your Click2Mail account.

   • The CRM account you want to integrate (e.g., Google Sheets, Salesforce, Follow Up Boss, GoHighLevel).

Step 2: Select the Database

1. In Step 2: Browse Selected Source, choose People as the Follow Up Boss database object.

2. Specify the Tag Name to be used for triggering the mail piece.

   • Example: Enter a custom tag name such as "Beta" to associate with mail generation for specific contacts.

   • Note: Ensure the tag name matches the one you plan to use in Follow Up Boss to trigger mailings.

Step 3: Select a Template

1. In Step 3: Click2Mail Template Selection, choose the mail merge template previously created in Click2Mail.

   • Templates must align with the mail piece’s design and required data fields.

Step 4: Map Data Fields

1. In Step 4: Click2Mail Fields Mapping, map the fields from Follow Up Boss to the corresponding mail merge fields.

   • Example: Map the First Name and Last Name fields to create a combined Full Name in your mail piece.

   • Only map the fields relevant to the mail merge template. Leave unnecessary fields unmapped.

Step 5: Generate Proof

1. In Step 5: Proof Generation, download and review the automatically generated proof document to verify that all fields have been mapped correctly.

2. Approve the proof by checking the confirmation box and entering your initials.

3. Click “Finish” to complete the setup.

Notes and Best Practices

• Tag Consistency: Ensure the tag name in Follow Up Boss matches the one configured in the integration.

• Tag Reformatting:

  • After a mail piece is successfully triggered, the assigned tag in Follow Up Boss will automatically change to include the current date in the format {TagName}[Date].

  • Example: If the tag was "Beta" and the mailing occurred on October 1, 2024, the tag will update to Beta01OCT2024.

  • If a mail piece is sent more than once on the same day, a counter will be appended to the tag (e.g., Beta01OCT2024[2] for the second mailing).

• Data Accuracy: Verify all required data fields are complete and accurate before assigning tags in Follow Up Boss.

• Template Review: Regularly review and update your Click2Mail templates to ensure they align with current mailing needs.

Conclusion

Setting up Follow Up Boss in Click2Mail’s CRM Hub is straightforward and ensures efficient mail piece generation. With the database object and tag system in place, you can seamlessly trigger mailings and monitor their status.