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eblasts [2018/03/02 21:18] kat Removed the extra note |
eblasts [2019/03/15 16:14] corey Linked to Merge Fields doc, updated Merge Field format |
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====Sending eBlasts==== | ====Sending eBlasts==== | ||
- | To send eBlasts (available only to Admins and Team Leaders), go to Lead Manager: | + | To send eBlasts (available only to Admins and Team Leaders, or Agents who have been granted eBlast permissions), go to Lead Manager: |
- 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. | ||
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**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 CRM 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. |