Viewing Default Letter Templates
To view default letter templates, click the Marketing main menu icon to open the Marketing landing page. From the Letters category, click the Letter Library link. A list of default templates opens.
You’ll notice that many of the letter categories have the word “plan” at the end of their names, such as the “10-Year after sale prospecting plan.” Any categories with the word “plan” at the end of its name means it’s linked to the corresponding action plan with the same name. Therefore, by selecting the “10-Year after sale prospecting plan” category from the Show Category drop-down list, you’ll see all the letter templates that are used in activities for that action plan.
Opening a Letter Template
To open a letter template simply click on a template name. The template opens in edit mode.
Note: If you didn’t install the Top Producer Editor when you first set up your Top Producer account, you’ll receive a pop-up message asking you to install it when you try to view a template. For information on how to set up the Top Producer Editor, click here.
Important: At this point you are viewing a default letter that cannot be edited. If you make changes to the template and click Save
If you would like to preview the template, click the Preview button. When you preview a template it opens a new window or tab that contains a PDF version of the letter, and it shows not only the prewritten body text, but also sample contact information, so you get the full sense of how the finished document will look. While you can save or print the previewed letter, it will contain the "sample" watermaks visible on the screen.
