Marketing

What are Merge Codes?

Merge codes are merge fields that you insert into your templates in locations where you want information from your Top Producer CRM database to appear. Each merge code represents a piece of information that Top Producer CRM will retrieve from your database and merge into the template when you perform a mail out or print

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Using Other Correspondence Template Libraries

Other correspondence template types, such as envelopes, labels, and postcards, can be copied and changed the same way you would letters and emails. To view these libraries, click the Library link for a template category from the Marketing landing page. Envelope Library Top Producer CRM has the standard envelope sizes available as templates, and each

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Using the Editor

Customize your email and letter templates and the email you compose in Top Producer CRM with the easy-to-use editor. You don’t have to install anything to use it and can insert images/tables and format text to enhance your communications. The editor is available when you compose email and create/edit your letter and email templates. Formatting

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The Perform Mail Out Wizard

The Perform Mail Out Wizard allows you to print marketing material for contacts using three easy to follow steps. Whether you want letters, envelopes, or labels, the Perform Mail Out Wizard provides a consistent and simple method to print your mail out immediately. Note: There are multiple methods to perform mail outs in Top Producer

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The Template Library

Top Producer CRM allows you to create personalized marketing messages for your contacts by including specific information that’s directly relevant and of interest to them. The template library comes pre-loaded with an extensive library of over 440 default templates. Each template contains merge codes that are linked to fields in your database records, such as

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Sending Out Your Marketing Message

Top Producer CRM provides you with a variety of ways to search for contacts and send out your marketing message. Sending Out Correspondences to One Contact You can either create an activity or compose an email to send out your marketing message to individual contacts. Using Templates with Activities Use the Contacts Look-up tool or

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Performing a Label Mail Out

Printing mailing labels from Top Producer CRM is a quick and easy way to market yourself to all the contacts within your database. Labels are an invaluable tool for sending out calendars, holiday cards, and other forms of mass mailing that will keep your name and services front and center in your clients’ minds. Follow

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Merge Code Types

Merge codes are simple to insert into your templates, but certain rules must be followed to ensure that you get the results you are expecting. While all system merge codes are always visible from the Insert Merge Code in-line control, certain categories of merge code are only relevant and/or applicable in certain types of templates.

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Editing a Personal Postcard Template

Once you’ve created a personal postcard template, you can open it to make format and content changes. For more information on creating a personal postcard template see: Creating a Personal Postcard Template. Follow the steps below to access your personal postcard templates. Click the Marketing main menu icon to open the Marketing landing page. Click

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Creating a Personal Envelope Template

Note: Mac users are currently able to edit email and letter templates, but no other template types. Windows users are able to edit most templates using Firefox or Chrome, but must use Internet Explorer 10 or 11 to edit Labels and Envelopes. Top Producer CRM comes with Default Envelope Templates that are preformatted and available

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Creating a Personal Postcard Template

Top Producer CRM comes with default postcard templates that are preformatted and available in most standard sizes, both single and double-sided. If you’d like to customize a postcard to add, change, or remove content, follow the instructions below: Important: Before beginning, it is recommended you ensure that you have purchased a postcard size that matches

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Connecting Top Producer CRM to Popular Marketing Services

So you use MailChimp or BombBomb for your marketing campaigns. You’d like an easy way to send these campaigns to your Top Producer CRM contacts, right? You got it! All you have to do is connect Top Producer CRM to your marketing service, and then send your Top Producer CRM contacts to MailChimp or BombBomb!

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Adobe Print Settings for Standard Top Producer CRM Mailings

Note: This article covers Adobe Acrobat Reader configuration for use with Top Producer CRM real estate software. If you are not a Top Producer CRM user or need further assistance with Adobe Acrobat Reader, please visit Adobe Acrobat Reader Learn & Support. Top Producer CRM relies upon Adobe Acrobat to output printed materials such as

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