Follow-up emails won't turn on

Follow-up emails are switched on in Emails → Follow-up emails. When the card reads "Follow-up emails are off" and the switch is greyed out, a yellow note under the Send through Follow Up Boss card says why. It starts "Nothing goes out yet." Here is each note and what to do.

"Connect Follow Up Boss in Settings first."

Trevy isn't connected to Follow Up Boss. Go to Settings → General, and under Connections click Connect FUB. If that doesn't work, see Follow Up Boss won't connect.

"Set up sending through Follow Up Boss above first."

Trevy sends only through FUB, so the Send through Follow Up Boss card, at the top of the same page, has to be switched on first.

1. On the Send through Follow Up Boss card, follow the steps and click Check setup until it says "Setup checks out."
2. Switch on sending.
3. Switch on follow-up emails.

For help with the steps, see sending through Follow Up Boss and fixing problems with sending through Follow Up Boss.

"Your free trial has ended. Add a card in Billing to send."

Once the free trial is over, nothing goes to your contacts without a card. Add one in Settings → Billing. See the free trial.

"This Follow Up Boss account has already had its free trial. Add a card in Billing to send."

Each Follow Up Boss account gets one free trial, and yours was already used under another Trevy login. See Trevy says this Follow Up Boss account already had its free trial.

"Your team's sending through Follow Up Boss is off. Ask your team lead to switch it on."

You're signed in as an agent on a team. Sending through Follow Up Boss is set up and switched on from your team lead's Trevy login, so ask your team lead. Once it's on, you can switch on follow-up emails yourself. See what agents see.

"Switch on sending through Follow Up Boss first."

You may see this at the top of the Emails page, or above the Start Trevy button at the end of setup. Trevy checks again when you switch on follow-up emails, monthly reports, tour times or timely emails, and found sending through Follow Up Boss off. Nothing is switched on. Switch on sending as above, then try again.

Switching sending off also turns follow-up emails off

If anyone switches off Send through Follow Up Boss, Trevy turns follow-up emails off too, since it has no other way to send. When you switch sending back on, follow-up emails stay off until you turn them on again.

The other switches follow the same rule

On the Emails page, the Monthly market report, Tour times and Timely emails switches can't be turned on until sending through Follow Up Boss is on either. Switching sending off doesn't turn them off, but nothing they send goes out until it's back on. See timely emails.

The switches for each kind of follow-up email (New listings, Market updates, Check-ins and notes) work at any time.

What happens when it turns on

The first time you turn on follow-up emails, Trevy sets up its standard flows: New Lead, Gone Cold, Re-engaged and Property Hot. You can see them, and switch each one on or off, on the Flows page. To check who they'll email, see choosing who Trevy emails.