Preparation: 1. Tools, Email Templates, Add New 2. Once you're happy with the template (and have Previewed it), press Save.
Testing (optional): 3. Activity, Inbox, New 4. Choose the Template you created. Address it to your personal email and Press Send. 5. Go to your personal email and check the email you sent to yourself. Check the formatting, check the spelling, check the links.
Sending: 6. If you're happy with the email you received, find the group that you want to send to (start by clicking Search, Prospects, or Search, Purchasers, or Search, Agents. Add any filter criteria to narrow down your list. 7. Click Send Email to send to all the entries that are displayed (non-opted-in and opted-out entries will be skipped automatically). 8. Choose your Template. Preview it. Don't make any changes. If you need to make changes go back to step 1, but choose Edit instead of Add New. 9. If you're happy with the email, click Send to send it to the group.
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