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eblasts [2018/09/24 15:16]
travis Added that agents can be given eBlast permissions
eblasts [2019/07/15 16:12] (current)
corey Consistency of formatting
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   - Go to the leads page.    - Go to the leads page. 
   - Perform a search or click the checkbox next to all leads you would like to reach.   - Perform a search or click the checkbox next to all leads you would like to reach.
-  - Click the '**Actions**' ​button and select ​'**eBlasts**".+  - Click the "**Actions**" ​button and select ​"**eBlast**".
   - Choose to send the eBlasts to only those checked or all leads in your current search.   - Choose to send the eBlasts to only those checked or all leads in your current search.
   - From the popup, you can choose an existing email template to modify, or you can start from scratch.   - From the popup, you can choose an existing email template to modify, or you can start from scratch.
   - Edit the Subject and Body as needed. As with workflow emails, you can add merge fields like %%{{LEAD_FIRST_NAME}}%% to automatically insert lead information.   - Edit the Subject and Body as needed. As with workflow emails, you can add merge fields like %%{{LEAD_FIRST_NAME}}%% to automatically insert lead information.
   - Also as with workflow emails, any leads that are missing data for a merge field will not receive the eBlast.   - Also as with workflow emails, any leads that are missing data for a merge field will not receive the eBlast.
-  - Take a moment to carefully proofread your email, then click '**Next**'+  - Take a moment to carefully proofread your email, then click "**Next**"
-  - Verify the action on the confirmation screen. Once you click **Send eBlast**, there is no way to cancel delivery!  +  - Verify the action on the confirmation screen. Once you click "**Send eBlast**", there is no way to cancel delivery!  
-  - Click '**Send EBlast**' ​to queue your emails for delivery.+  - Click "**Send EBlast**" ​to queue your emails for delivery.
  
  
-**Important:​ After clicking ​'Send eBlast' ​there is no way to cancel delivery, so please carefully proofread double-check your email and the leads you want to reach. Emails will be queued for delivery, so they will not arrive immediately. ​+**Important:​ After clicking ​"Send eBlast" ​there is no way to cancel delivery, so please carefully proofread double-check your email and the leads you want to reach. Emails will be queued for delivery, so they will not arrive immediately. ​
 ** **
  
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 **b.** **Optional:​** If you have already created an eBlast template you want to use, you can select it. However, in this example, we are creating a new one.  **b.** **Optional:​** If you have already created an eBlast template you want to use, you can select it. However, in this example, we are creating a new one. 
  
-**c.** From: Choose whether you would like the eblast ​to appear from the "​Assigned agent" or the Default sender. ​+**c.** From: Choose whether you would like the eBlast ​to appear from the "​Assigned agent" or the Default sender. ​
  
 **d.** Enter the subject of your email. You can use the Merge field dropdown to automatically insert Lead and Agent information. ​ **d.** Enter the subject of your email. You can use the Merge field dropdown to automatically insert Lead and Agent information. ​
  
-**e.** Write your message. You can add Merge fields to automatically insert Lead and Agent information,​ such as %%{{LEAD_FIRST_NAME}}%% to insert the Lead's first name and %%{{SENDER_SIGNATURE}}%% to insert the Agent'​s signature. (Note: Some of the merge fields will not work if you are running a test)+**e.** Write your message. You can add Merge fields to automatically insert Lead and Agent information,​ such as %%{{FIRST_NAME}}%% to insert the Lead's first name and %%{{AGENT_EMAIL_SIGNATURE}}%% to insert the Agent'​s signature. (Note: Some of the merge fields will not work if you are running a test) Click [[merge_fields|here]] for a complete list of available Merge Fields (under Drip Merge Field).
  
-**f.** **Optional:​** ​you can add a specific calendar date to send the eBlast. ​+**f.** **Optional:​** ​You can add a specific calendar date to send the eBlast. ​
  
 **g.** You can send a test email to yourself to see how it looks. ​ **g.** You can send a test email to yourself to see how it looks. ​
eblasts.1537802174.txt.gz · Last modified: 2018/09/24 15:16 by travis