eblasts
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eblasts [2018/09/24 15:15] travis |
eblasts [2019/07/15 16:12] corey Consistency of formatting |
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| ====Sending eBlasts==== | ====Sending eBlasts==== | ||
| - | To send eBlasts (available only to Admins and Team Leaders, or Agents who have been granted eBlast privelages), 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. | ||
| - | - 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.txt · Last modified: 2020/05/28 20:44 by michaels
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