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How To Create A Live Leads eDM

📺 Watch the video

1. Start a campaign

From the Email Campaign screen, click the + icon in the grey action menu to open the New Email Campaign screen.

2. Add listings to your campaign

Click Add in the Listings section.

  1. Filter your selection by yard, and by whether a video is available for the listing.
  2. A minimum of three listings is required to send a campaign.
  3. If you choose a listing without a video, you'll be prompted at send time to schedule the video build. You'll be notified when it's ready, and can send the campaign then.

3. Complete the details

  1. Select your template. Choose a Live Lead template to ensure the campaign sends as a Live Lead.
  2. Choosing a Live Lead template reveals the Follow Up Settings, where you can choose Manually Follow Up or a pre-defined setting.
  3. Email From defaults to the logged-in user, but can be changed to any user set up with the Email Campaign role.
  4. Email To lets you select an existing group, or build a custom contact list.
  5. Subject is mandatory.
  6. In the Message field, click Standard Text to open the Standard Text popup and insert any of your available standard text options.

4. Add/edit attachments

Add JPEG, PNG or PDF files by clicking the upload icon to open File Finder, or by dragging and dropping. With multiple attachments, you can single-select, multi-select or select all, then delete via the rubbish bin icon.

5. Save, send and other options

  1. Click Save.
  2. The Preview option now appears at the bottom right of the screen.
  3. From the grey action menu's More section, you can also:
    1. Send a test email to the logged-in user
    2. Download attachments
    3. Delete the campaign
    4. View the audit, if you have the View Audit role

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