How to send a send from sample
Here are the steps to send yourself a send from sample:
- Go to the Marketing Tab.
- Go to Content Library
- Click Open, to the email you want to do a send from sample.
- There will be a small @ symbol on the top left hand side of the email. (not in edit mode) Click the @ symbol.
- It will open up to have you select a recipient type. If it's a mortgage account, the recipient will be borrower 1. If it's a vehicle loan, the recipient will be vehicle borrow 1. If it's for just contact information, the recipient will be contact. Please reach out to [email protected] if you need help with this step.
- Add the contact you are trying to merge's name. Then select the assets you want to merge into the email.
- This let's you merge in any user information into your email. Pick one of the users off the list.
- Put in your email and send your sample to yourself.