Customizing Market Snapshot Email Text

The Market Snapshot service uses a number of automatically generated email messages to maintain communication with leads. You can use the default messages or customize the content of the messages sent from the Email Text Customization page to reflect your own style.

Available Email Types

• Pre-Market Snapshot Email: Automatically sent to leads who request a Market Snapshot report.

• Assigning Agent: Sent to leads obtained from the Home Insight Web site where you are selected as the lead recipient.

• Market Snapshot Delay: Sent when the Market Snapshot report fails to generate, usually due to MLS server load. The system retries until the report is generated.

• Market Snapshot Ready: Sent when an initial Market Snapshot report is ready for a lead.

• Market Snapshot Update Ready: Sent upon each scheduled or manual update to a lead's Market Snapshot report.

Warning: Do not use the Microsoft Windows copy-and-paste method to add images to your custom email messages. While the image appears to be in place in the message body when you click the Preview Email button, it will appear as a "broken" image on the recipient's computer.

To customize the content of an email:

1. Open the Market Snapshot Email Text Customization page. How?

   • From the Top Marketer Control Panel > Setup click Market Snapshot Email Text Customization.

2. From the drop-down list, select the type of email message you want to customize, and clear the Use Default check box. This enables you to edit the Subject and Email Content text fields.

3. Select the radio button next to the color scheme that you want the message to use.

4. Make any changes to the text.

5. To insert merge codes into your message, place your cursor in the Email Content text area, then select the merge code you want to insert from the Predefined values drop down list.

   A Merge Code is a marker that you position in the text. When the email is generated, it is replaced with relevant dynamic text.

   Once the merge code is inserted, you can select it and apply styling that will be applied to the real text when the email is sent. To delete a merge code, place your cursor after the merge code and then press Backspace.

6. When your changes are complete, you have the following options:

• Click Update to save your changes and return to the Top Marketer Control Panel.

• Click Preview to see your changes.

• Click Reset to return the current page to its original values and remain on the Email text customization page.