Email Blast to Network Producers
Utilize the Direct Email feature within the Prospect Generator to send email messages to all network producers. Send an email to one permission group of producers or select multiple permission groups to communicate to all producers at once. This feature allows an administrator to send out specific email messages to specific permission groups.
Email Blast to Network Producers
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1 Click on Prospect Generator, then on the Tools sub tab.
2 Navigate to the Direct Email block.
3 In the Send To field, choose Network Users.
The Window will refresh.
4 In the Permission Groups field, select a permission group.
To select multiple permission groups, on your keyboard,
click and hold Control and then click on each permission group.
5 In the Email Message dropdown menu, select an Email Message to send.
Click on View to preview the Email Message.
6 Click Send Message.
All network producers within the selected permission group(s) will be sent the selected email message.
Email Blast a Category of Prospects
Direct Email allows you to email blast a pre-written email message to all prospects in the Group account within a Category. Have an announcement? New information you want to share? Send a direct email and stay in communication with your group prospects.
Send an Email Blast to a Group of Prospects
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1 Click on Prospect Generator, then on the Tools sub tab.
2 Navigate to the Direct Email block.
3 In the Send To field, select Prospects
4 In the Category menu, select a Category.
To select multiple Categories, on your keyboard select
and hold Control and select multiple categories.
5 In the Email Message dropdown menu, select an Email Message to send.
Click on View to preview the Email Message.
6 Click Send Message.
All prospects within the selected Category will be sent the selected Email Message.
Import Prospects
Import prospects from a spreadsheet document, like Microsoft Excel or any compatible spreadsheet. The First Name, Last Name and Email of a Prospect can be imported.
Import Prospects from Excel
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1 In an Excel spreadsheet, highlight the fields that you want to import. (First Name,
Last Name, Email Address)
2 Once you have highlighted the fields, right click with your mouse. A window will
open up - click "copy"
3 In Lead Generator, go into "Prospects", and then into "Import Prospects".
4 In the white box, right click your mouse. A new window will open. Click "Paste".
5 Your data will now be in the white box. Now Click on "Analyze" Data.
6 Match up the columns to the correct fields. Example: Column A = First Name,
Column B = Last Name, Column C = Email address.
7 If you want these imported prospects to go into the same Category, choose which
Category from the drop down menu.
8 Click the "Import Data" button.
Your prospects have been added. If you did not choose to import these prospects into a Category, you can now manually move each lead into the appropriate Category.