Before sending out an email

1. Make sure all links are working

2. Compliance table is correct

3. All numbers in mortgage table are inserted

4. Spelling

5. Grammar

6. Images are inserted and correctly identified

7. That the agent’s email in setting has been verified

Email Campaign Management

To separate prospects and reach out to those that have not opened emails or clicked through

1. Open campaign

2. Hit the green Send button

3. Hit the blue Export to CSV button

4. File will be exported to downloads

5. Open file in downloads

6. Highlight top row

7. Hit the Sort and Filter button in Excel and highlight Filter

8. Choose from Blacklisted, Delivered, Bounced, Complained, Opened and Clicked buttons

9. Hit the down arrow, next to the buttons and select No or Yes

10. Once selected the file, hit Control and A buttons on keyboard

11. Once file is highlighted hit Control and C buttons on keyboard

12. Open new file in Excel and hit Control and V button on keyboard to create a new campaign

13. Name campaign and import to create and send

VIEW EMAIL, AND PDFs ONE LAST TIME IN EMAIL PREVIEW