Step 1: Create the Email Template in ActivePipe
Create the email in ActivePipe.
Save the email.
Click 'Share' to copy the shareable link.
Open the link in a new tab or browser window.
Step 2: View Source Code
Open the window with the shareable link.
View the source code by either:
Using the 'View' menu and selecting 'View Source' under 'Developer'.
Right-clicking on the page and selecting 'View Page Source'.
Step 3: Copy Source Code
Copy the source code by either:
Using the 'Edit' menu and selecting 'Copy'.
Right-clicking on the page and selecting 'Copy'.'
Step 4: Create Email Template in Follow Up Boss
Sign in to your Follow Up Boss account.
Navigate to the 'Admin' tab (1), then 'Email Template' (2)
Create a new email template (3), name it (4), and set a subject. (5).
Switch to HTML input (6) mode.
Paste the copied source code.
Insert the code, preview the email, and save the template in the 'My Email Templates' folder.
