Adding Emails

If you data is loaded with email addresses, your message can be delivered during the session. You can setup unique messages for each data type or Status allowing you to send tailored messages to each Status during a single session.

  • From the main navigation menu in the portal, click on "Leads ->PowerDialerBeta -> Settings"
  • Click on "Email Templates -> Active"
  • Click "+ ADD EMAIL"

  • Enter a unique Name
  • Select the List Type - during a session you will be able to send separate messages to each lead type or Status based up on the List Type the email is assigned. For example, if you have a list with FSBO and Expired in it, the system can send different messages based upon the status.
  • Default Email - (Yes or No) each List Type can have it's own Default that is sent out. However, you can override this setting with another template when queuing a session.
  • Add Headers & Footers - (Optional) you can add an image file which will automatically be placed at the top and bottom of each email
  • Enter in your email text
    • Formatting tools are available to bold or italicize important text.
    • Use the "Add Tag" drop-down to insert dynamic fields into you script. For example you can have the Property Address populate into the script dynamically
  • Attach File - (Optional) you may choose to have file attachments such as .PDF files sent along with your emails
  • Click SAVE

Click on "Actions" to Edit, Print, or Archive your emails.