Designing your communications Now that you have your territory divided into groups, it’s time to design your communications. You can setup templates for any kind of marketing message you can dream up! For example, perhaps you like to email prospects with a listing of the most recent closings in their neighborhood (that’s my personal favorite to receive). Or perhaps you like to send out real estate industry news. Or tips & tricks for sellers. If you already have a template, then select Write | E-mail message (from template). If you want to design a new one, then create it using by using the template designer: select Write | New Letter/E-mail Template. For more information on designing email templates, You can also watch the mail merge feature tour by selecting Help | Feature Tours | Mail Merge. When you’re ready to send a marketing piece, go to the groups list and highlight the group you want to send to. Then select Write | E-mail Message (from template), select the appropriate template, and fire it off through your email client (or your printer). If you want to send a newsletter through the mail, select Write | Other Document (from template) … and the marketing piece will be sent to your word processor for printing. If you prefer to use a wizard, then select Write | Mail Merge and follow the detailed instructions. |