Email

Email History Google Re-Authentication

Due to a Google security policy update, if you have integrated your Google account with Email History you will need to re-authenticate to continue using this feature after July 16, 2019. Note: If you have not integrated a Google account with Email History this article does not apply to you. Please continue using Top Producer

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Email Marketing Best Practices: Avoiding Spam Filters

When composing your marketing emails, it is important that you adhere to some best practices to help reduce the chances that your message will be flagged as spam email – which will prevent your email from being read. Most email providers and programs have some type of spam filter enabled. Spam filters scan all received

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Effective Email Marketing Strategies

Email delivery in today’s internet can be frustrating and difficult to understand. Many of you may see bounce back messages from emails you have sent to your clients without fully knowing why your messages were not delivered. To help with this we’ve come up with some tips that will help you in improving the chance

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Viewing Email History in your Contact Records

No more switching to your email program to see the message you received from John Smith about his listing. Now all you have to do is tell Top Producer CRM where you get your email, and then the messages you’ve sent and received in these accounts will automatically appear in the appropriate Top Producer CRM

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The Mass Email Feature

The Mass Email feature allows you to combine email templates from the Template Library with marketing and communication features of Top Producer CRM. This lets you send an email to multiple contacts at the same time while personalizing the message for each recipient. The feature is used whenever you perform any of the following: Select

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Saving and Viewing Email Attachments

Top Producer CRM allows you to receive email attachments in your Top Producer inbox. Any emails that contain attachments will be indicated by an attachment icon on the left side of the email message To view or save email attachments, follow the steps below. Click on an email to open it below in the preview

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Searching for Emails in your Inbox

If you have a lot of emails in your email folders, you can search for specific ones. To search for specific emails follow the steps below: Select the folder from the left hand side to display a list of all the emails contained in that folder. Click the more options link in the upper right

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Sending a Mass Email

The Mass Email feature allows you to send marketing messages via email to individual or multiple contacts at once. Follow the steps below to compose a mass email message. From the Email main menu item, click Compose Mass Email. The Compose Mass Email page opens. Use the Contacts Look-up tool to the right to drag

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Sending an Email from the Email Inbox

Within the email inbox you are able to send an email by either composing a new email or responding to emails already in your inbox. Sending emails from the inbox is ideal for sending an email to either an individual or a small group of contacts. For larger groups of contacts, or if you wish

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Setting Up the Email Spam Filter

The Spam Filter monitors incoming email for unsolicited messages when using an @topproducer.com email address. Setting Up the Inbound Spam Filter Follow these steps within Top Producer CRM to configure the Spam Filter: Open the Top Producer Settings. Click on the Email tab Click on the Spam Settings tab. Click anywhere on the settings to

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Setting Up Top Producer to Receive 3rd Party Email

There are two methods in which you can receive email from 3rd party email providers inside Top Producer CRM: POP3 or Email Forwarding. Each method requires a different type of setup and also requires that your 3rd Party Email provides the necessary features and configuration options. It is possible to use POP3 for one email

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Linking a Message to an Existing Contact

If you’ve received or sent an email for existing contacts, the system automatically links the email to your contacts when: The contacts’ email addresses for messages you send match any of the addresses in the email’s To, Cc, or Bcc fields. The contacts’ email addresses for messages you receive match any of the addresses in

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Organizing Your Email Inbox

If you want to further organize your emails you can create personal folders from within your Email Inbox. From the main menu, hover over the Email menu and click Inbox. To create a personal folder: On the left hand side of the inbox, click the Add link beside Personal Folders. A text box will appear

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HTML Email Stationery Setup

Top Producer CRM has the ability to set HTML email stationery that can be applied to all email messages which are sent out of the program. Before you can begin using email stationery, you must choose your template, edit it to include any custom content, and select which type of email marketing messages should use

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Email Overview

Top Producer CRM’s email feature is similar to other web-based email applications that allow you to work with emails and attachments. The added benefit of Top Producer’s email feature is its full integration with your contact database. There are two email tools that are accessible from the Email main menu icon: Inbox: Use this web-based

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Creating a New Contact from an Email Message

If you’ve received an email from someone who’s not yet a contact in your database, you can easily create a new contact by following the steps below. Click the email you received from the person you want to add as a contact. It will appear in the preview area below. Click the Add to contacts

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Adding and Editing Email Signatures

Top Producer provides you with the ability to specify multiple signatures and assign them to specific types of email messages. This can be useful if you use different signatures depending on the situation or type of marketing you are sending. To access your signature settings: Open the Top Producer Settings. Select the Email tab. Select the

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