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LeadManager: Emails: Managing Emails      

 

TOPICS COVERED IN THIS ARTICLE:

  • Accessing Emails
  • How LeadManager Email Work
  • Manage Emails Page
  • Making Edits
  • Add An Attachment To An Email Adjust Send Delay/Condition Settings on an Email

 

  

 

 

ENVIRONMENT:

  • LeadManager

 

 

 

DETAILS:

 

 

 

How Lead Manager Emails Work

 

The Velocify™ email system helps you keep in touch with potential clients quickly and consistently. Here are some key points:

  • In general, email strategies adhere to a 'drip campaign' style where messages are sent to specificleads at specific points along your sales cycle (statuses). For example, leads inContact Attempt statuses may receive 'Trying-to-reach-you' emails, while leads that have moved to a Contacted status would receive 'Thank-you-for-speaking-with-me' emails. This allows for a ‘conversational’ format.
  • Most leads are touched with several emails over any period of time, and these emails are tailored to what is happening with that lead at any given point.

Advanced Edition - Also see:  How do I setup an automatic email or drip campaign?

 

 

Accessing Emails

 

Navigate to Menu>Administration>Manage Emails. 

 

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Manage Emails Page

 

The Manage Emails page list all emails in alphabetical order. The Title and Subject of each email is displayed, and ability to enable or disable individual emails is accessible on the Enabled column. 

 

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Making Edits

 

  1. Click on the Edit link to edit the content of the email.


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  1. Edit your email content
  2. Click Applyto save.
  • Writing an email message here is very much like composing an email in any email client (such Gmail or Outlook). One difference is the ability to use Field Tags. Field Tags act as placeholders that allow lead-specific information to be included in your email copy. For example, the lead's first name can be included in the email salutation by using a Field Tag.

 

Also see: Emails: Using Field Tags

 

 

 

Add An Attachment To An Email

 

Files, such as PDFs and Word documents can be attached to automatic emails.  

 

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Adjust Send Delay/Condition Settings on an Email

 

Advanced Edition clients have access to the Settings link. This link opens the Delivery/Drip Settings tab on an email. Details are available here.

 

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