Create an E-Newsletter
*Note: You may send an E-Newsletter to a single contact or to a list of contacts (provided they are subscribed to receive E-Newsletters). To do this you can go through the Property Card, the Contact Card, or following an Advanced Contact Search or an Advanced Property Search. To generate an E-Newsletter, follow the steps below.
1. Click the E-Newsletter Action icon
2. Select a Template and click Save & Proceed
3. Refine the recipients' list (not available if sending direct to a single contact via their contact card)
4. Select who the E-Newsletter will be sent from (Regular Users can create and send E-Newsletters on behalf of anyone else in their Team, Master users can send on behalf of the office, any agent, or from each recipient's Primary Owner).
- Enter the E-Newsletter Subject.
5. Add Sections by selecting from the Add Section drop-down menu and clicking Add, to Edit/Remove a section click inside the red dotted lines and an edit box will open
*Note: The Add Section feature is available on select templates only e.g. General E-Newsletter templates.
6. The sections will be inserted in the order you add them, however, you may reorder the sections by clicking on the Order button
7. Click and drag sections into the required order and click Save.
*Note:
- If you create an e-newsletter via a property or advanced property search the saved/sent e-newsletter can only be accessed from other properties or property searches.
- If you create an e-newsletter via contact or advanced contact search the saved/sent e-newsletter can only be accessed from other contacts or contact searches.
8. You are able to Send for Testing if you wish to send a copy to yourself to check the format or you can press Preview.
Press Send/Schedule when it is ready to be sent to Prospective buyers/tenants.
9. You can either decide to Send now which will send immediately or, you are able to Schedule a time for the E-Newsletter to be sent.
Once you select Confirm, E-Newsletter will send to selected contacts.