Email User Manual
Contents
1. continue Select OK This lets you know your emails were sent successfully Tag added Contact Manager 17 Results m First Last Last Contact A Next Contact Last Action Note Temp Phone Last Updated Email Date Added City Zip Status Actions Taken County Paul Murphy 2 minutes ago today Email Viewed User viewed P O Box 749 1 minute ago this email View Email Barnstable MA 02630 3 months ago jim marketaccessdirect com 508 685 5749 Miead mail lead Broadcast Email 5 4 10 1949 Email Sent 4 Email Viewed Quick Email Wendi Neupert last week Email Viewed User viewed wneupert insurance yshoo com 2 months ago this email View Email 2 months ago Alead agent lead Em il Sent Email Viewed new impot 1 Presse fanran Mllenn lact manth Email Cant Tha cuctam cant Search by Tag Exclude by Tag M 1O Add New Contact 2 D gt gt Invite Contacts Search Contacts Sont ral Search Mail Leads A new tag for the email will be added to the contact s record Quick Email Manage Contact First Paul Last Murphy Company Ema jim marketaccessdirect com Phone 508 685 5749 Moblie Address P O Box 749 City Barnstable State MA Postal 02630 Spouse County Time Zone Anytime Fl Sith 4 10 1949 HR Spouse DOB insurance Care Improvement Plus Fl Premium 250 Referred By Notes From File Import KNOWLEDGE LINK NUMBER 02. 98170493250006 ImageFile C simpleindexOutputi 1298170493250 006 pdf Last Contact Last Update 49 minutes ago 1 hour ago Source Import Owner 1078 Test Agent Temperature None eal Type Uploaded Lead Status Mlead mail lead w an Follow Up 2014 02 18 Bangle waren 3 15 gm Tage x CIE CES Take Action 1 Save amp Go To Next From the contact record select Quick Email Quick Email Quick Email Meeting on Tuesday gt WYSIWYG Text Poston inst Tools I wanted to send a reminder that I will be coming to your home this Tuesday 2 18 at 6pm Ilook forward to seeing you again a Cancel j Quick Email m gt bodr j Email Lists Drip Emails me m sieurs 2 1 Manage Files E certify that this person has opted in to receive marketing emails from me Policy Submission Form Ss Send Email Manage Contact First Paul Last Murphy From File Import KNOWLEDGE LINK NUMBER nnna4mnannnennar Enter you message check the opt in box and click Send Email
3. NA MARKET User Manual Email sending emails from MAX e Monthly Newsletters Sent automatically to everyone in your database with an email address e Broadcast Emails Can select from a list off preapproved emails to send to anyone in your database Single or multiple recipients e Quick Emails Can send a personal email to anyone in your database directly from the contact record page Are delivered in the manner received Delivery times are generally less then 1 hour e Each email sent should be to an email address corrected in the lead or by you These are permission based email address NA MARKET Emails in MAX All emails are given tags so you know what was sent to them You are able to track if your email was viewed You can track if links in your emails were clicked Emails are sent from you at your system email address If anyone responds they are tracked in your system The response is added to the bottom notes section and your record gets a tag of INBOX Newsletter Your Zu LOTS 6 Your picture here PA S i Healt Margaret Audet LIPIOCVOCTE T Insights imo semer Welcome to Our February 2013 Issue Insights your monthly information resource hope you re doing well as we make our way through mid winter Remember those spring flowers will soon be back Sent automatically to This issue has some important Medicare information fitness tips information
4. about a type of insurance that can earn cash and of course another tasty recipe hope you ll try everyone in your database with an email address If can assist with your insurance and financial services needs use the information above to contact me work with all facets of retirement planning and healthcare coverage for seniors l Il do my best to answer your questions about the changing State of Medicare and about your financial needs Spring s coming get in shape While chilly temperatures and snow may still be around in u aS sending a Broadcast Email File Edit View Favorites Tools Help x Google 24 Search Sj Share Bh More Signin Web Decisions SSL VPN m American Senior Benefits 7 CRM Google http www asbagentmn http www myasbagent Login Page E Maximize Social Security P Radio1045 Philadelphia s 5 Suggested Sites v T J J Suter ac common an mis Contact Manager Search 17 Results Search by Tag Bi First Last Last Contact Next Contact Last Action Note 3 Temp Phone Last Updated A Exclude by Tag x Email Date Added City Zip Status Actions Taken County Take Action Alice Walker 4 months ago 2 weeks Contract Lead changed from e 453 Broadway 1 second ago Submitted to Issued by the i AINAN New York NY 10119 Never Issued Auto Status Update 825 555 5228 Policy MA00080326 Client Contract Invit
5. e Contacts ES EES SEES ftaieani ProductType Fixed Annuity Search Contacts Paul Murphy last month tomorrow Email Sent The system sent 1 P O Box 749 19 seconds ago this email ASB December Barnstable MA 02630 3 months ago Newsletter 3 Search Mail Leads jim marketaccessdirect com pa 508 685 5749 Milead mail lead Broadcast Email 3 4 10 1949 Email Sent 3 2 Search Submitted moon mon ss accent 2013 nous a Jessica Beacham 3 months ago Contract Update lead from T 254 York Road 3 days ago 65 to Submitted Use the tag selector and search box at the top right to create your email list Select Contacts I ARKET ACCESS DIRECT File Edit View Favorites Tools x Google amp Web Decisions SSL VPN m American Senior Benefits R CRM Google http www asbagentmn E http www myasbagent 3 Login Page Maximize Social Security P Radio1045 Philadelphia s io Suggested Sites v Help X BS Search Share Ss More gt SignIn j Search a 17 Results Search by Tag v First Last Last Contact Next Contact Last Action Note Temp Phone Last Updated A Exclude by Tag Email Date Added City Zip Status Actions Taken a County Take Action Alice Walker 4 months ago 2 weeks Contract Lead changed from Add et i New tact 453 Broadway 1 second ago Submitted to Issued by the IO New York NY 10119 Never Issued Auto Status U
6. emp First Last Phone Email City Zip County Alice Walker 453 Broadway New York NY 10119 825 555 5228 Last Contact Next Contact Last Updated A Date Added Status Actions Taken 4 months ago 2 weeks 1 second ago Never Client Contract EE CES DEN Paul Murphy P O Box 749 Barnstable MA 02630 jim marketaccessdirect com 508 685 5749 4 10 1949 last month tomorrow 19 seconds ago 3 months ago Mlead mail lead Broadcast Email 3 Email Sent 3 import martr t65 december 2013 newsttter Jessica Beacham 254 York Road Tumersville NJ 08012 Jessica12 gmail com 878 433 2224 8 23 1945 3 months ago 3 days ago 5 months ago Submitted Contract Last Action Note Contract Lead changed from Submitted to Issued by the Issued Auto Status Update Policy MA00080326 ProductType Fixed Annuity Email Sent The system sent this email ASB December Newsletter u Contract Update lead from T 65 to Submitted CarrierName Care Improvement Plus ProductName Med SBa Search by Tag Zi Exclude by Tag zi Take Action 1O Add New Contact Invite Contacts ta Search Contacts search Mail Leads 2 Search Submitted Actions for Selected P O Purchase Service I Broadcast Email i Email Lists Drip Emai m Click Broadcast Email button on t
7. he right and follow the instructions on that page select and send Message Broadcast Email The names of the contacts selected are listed under the To Message section ASB Happy Birthday Happy Birthday ivi enr i M Subject Exclude by Tag Ml Happy Birthday What s Next Preview Edit Template X Delete Tempiale p Send to Me Only wp Send Now amp Schedule Email Send Cancel Need Help Submit Help Request SINCUCAIt SENIOR BENEFITS Select the email from the dropdown list that you want to send the people you selected Click Send Now send message roadcast Email TE sich Comana To Search Message Search by Tag M ASB Happy Birthday Happy Birthday Subject Exclude by Tag M Happy Birthday What s Next Preview Edit Template X Delete Template i f gt Selecting OK will submit the request to process emails this action ED cannot be undone Are you sure you wish to submit these emails mp Send to Me Only Need Help f Submit Help Request Happy Birthday Select OK to confirm your action women gem Ouen send message four message has been successfully sent To see your updated Contact Manager Refresh This Page Otherwise click OK or close this box to
8. pdate 825 555 5 228 Client Contract EE CEs oo Paul Murphy P O Box 749 Barnstable MA 02630 jim marketaccessdirect com 508 685 5749 4 10 1949 last month 19 seconds ago 3 months ago tomorrow Mlead mail lead Broadcast Email 3 Email Sent 3 import martr 165 december 2013 newsietter Jessica Beacham 254 York Road Tumersville NJ 08012 Jessica12 gmail com 878 433 2224 8 23 1945 3 months ago 3 days ago 5 months ago Submitted Contract Policy MA00080326 ProductType Fixed Annuity Email Sent The system sent this email ASB December Newsletter u Contract Update lead from T 65 to Submitted CarrierName Care Improvement Plus ProductName Med Invite Contacts T Search Contacts Search Mail Leads Search Submitted Actions for Selected 3 P 1O Purchase Service INg Broadcast Email Use the checkboxes on the left to select all the contacts that you want to email sending the Email ARKET ACCESS DIRECT File Edit View Favorites Tools Help x Google amp Web Decisions SSL VPN m American Senior Benefits R CRM Google http www asbagentmn S http www myasbagent 3 Login Page Maximize Social Security P Radio1045 Philadelphia s io Suggested Sites v X BS Search gj Share amp More gt gt Signin 17 Results m T
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