Follow the steps below to send a previously created flyer.
To send a flyer as a link in an email message
On the My flyers page, select the flyer to send and click Send by email from the action menu.
- or -
While viewing a contact for which you have previously created a flyer, click Send flyer from the action menu. Select the saved flyer and click OK.
If the flyer has not yet been published to the Web, click Yes to publish the flyer. Otherwise, skip this step.
The flyer is published to the Web.
If prompted, select the contact(s) to whom you want to send the flyer and click OK.
The Send by email link page is displayed, where you can select and edit the email template. The link to the flyer will appear in the body of the email, and the To field of the email will already be populated with the contact's email address.
Optionally insert additional content into the email. More Info:
To insert your signature at the current cursor position, click Insert signature. To create or customize your signature, see "Creating a signature".
To merge a picture when printing this item, click Insert picture merge code and selecta merge code from the list.
To insert specific contact or agent information into the email, click Insert merge code and select the merge codes to insert.
To insert a link to the flyer at the current cursor position, click Insert flyer link.
To insert a marketing link at the current cursor position, click Insert marketing link. For more information on marketing links, see "Marketing links".
To remove the contents on this message, click Clear message.
Click Next to proceed to the View or edit email for [contact] page, where you can edit each recipient's email message.
When only sending the flyer to one contact, this step may be redundant, but for multiple recipients, it allows for personalization. Click Previous and Next to change between recipient's emails.
Top Producer 7i checks the email addresses to ensure that they have the proper syntax and they do not have an unsubscribed email status. If there are any recipients with an unsubscribed email status, they are removed from the email and are displayed in a dialog box. Review this list and select the check box next to the contacts you wish to add back to the email.
Click Send.
The flyer is sent to the recipients.