Common questions

Does Trevy email from my agents?

Yes. Trevy's emails go out through your Follow Up Boss account from each contact's assigned agent, with the agent's own signature and your account's unsubscribe footer. Agents don't connect Gmail or Outlook to Trevy, but each needs their email connected in FUB. See sending through Follow Up Boss.

Will Trevy email my past clients?

Only if their stage or tag is among the ones you pick for Trevy. If you include them, they don't get homes for sale unless they've started shopping again since they bought; they hear about the market instead. See choosing who Trevy emails and buyers and sellers.

Will Trevy email agents, lenders or vendors in my database?

No. Contacts whose stage or tags mark them as an agent, lender or vendor get no follow-up emails, timely emails or market reports, and don't count toward your price, unless they're buying or selling a home themselves. To keep them out whatever they do, add their stage or tag to Leave out on the Contacts page.

Does Trevy send texts?

No. Follow Up Boss doesn't give Trevy a way to send texts, so everything Trevy sends your contacts is an email. With hot-lead alerts on, Trevy writes a suggested text that the agent sends from their own FUB number using the "Trevy: suggested text" template. See hot-lead alerts.

Can I pause Trevy?

Yes, on the Emails page. Switch off Follow-up emails to stop the follow-up emails, or switch off one kind under it (New listings, Market updates or Check-ins and notes) to stop just that kind. Switch off Monthly market report to stop the reports. Switch off Send through Follow Up Boss to stop every email Trevy sends your contacts, market reports and timely emails included; that turns follow-up emails off too. To restart, switch sending on first, then follow-up emails.

Can I change Trevy's flows?

No. Trevy runs its own flows and decides what each contact gets and when, from what they do. You choose which kinds of email go out on the Emails page, and who gets them on the Contacts page. The Flows page lists the flows Trevy runs, each with a switch to stop it. See How Trevy's emails work.

Can I change how Trevy's emails sound?

Yes. On Your page, How Trevy sounds sets the voice of your team's follow-up emails: Warm, Professional or Casual. The team lead sees it, and so do agents on the team who are an Owner or Admin in Follow Up Boss. Each email is signed with the agent's first name, and Follow Up Boss adds the agent's own signature.

What does Trevy cost?

One flat team price, set by how many contacts Trevy works for you, with no per-agent fees. It starts at $199 a month for up to 2,500 contacts, and paying yearly is 20% off. A contact counts when they have an email address, are in the stages and tags you picked, aren't on your Leave out list, and haven't unsubscribed. See plans and pricing.

Is there a contract?

You pay monthly, or yearly at a discount. You can cancel any time in Settings → Billing with Cancel Plan, and your plan stays active until the end of the period you've paid for. See payment and cancelling.

Do I need a card to try Trevy?

No. The 14-day free trial starts when you connect Follow Up Boss. If you add a card during the trial, the first charge still comes when it ends. Without one, Trevy stops emailing your contacts when the trial ends, and nothing is deleted. See the free trial.

What does Trevy add to my Follow Up Boss?

Custom fields named "Trevy Subject" and "Trevy Message" (plus "Trevy Message 2" and up) and an email template called "Trevy Send". You build one automation, also called "Trevy Send". Trevy writes each email into the contact's Trevy fields just before FUB sends it, then empties them. With hot-lead alerts on, Trevy also adds notes, a "Trevy Text" field with a "Trevy: suggested text" text template, and, depending on the style you pick, tasks or a "Trevy Hot" tag.

What happens when a contact unsubscribes or replies?

A contact who unsubscribes in FUB goes on Trevy's do-not-contact list and never hears from Trevy again. A contact who replies to a Trevy email stops getting follow-up emails so a person can take over. See unsubscribes and replies.

Where can I see what Trevy has sent?

Home shows emails sent, opened, clicked and report visits for the last 30 days, Call these people: the contacts hot-lead alerts flagged whom nobody has reached yet; and Most engaged lately. Your agents don't have to log in to see who to call: each hot lead is a task in their FUB. Your page shows how your report page is doing. The team lead also gets the team report: weekly, on Monday unless they pick another day, a short daily note, or both.