Take advantage of the hundreds of templates in Top Producer 8i and use them to send targeted messaging on an automated basis

Top Producer 8i’s Template library is pre-loaded with powerful communication tools that make it easy for you to stay in touch with with your contacts. Best of all, you can customize any template with unique text, images and more- all in just a few clicks. Here’s how it’s done:

1. Login to Top Producer 8i and select Marketing from the main menu to open the Marketing page.

2. The Template Library is divided into 7 categories: Flyers, Presentations, Letters, Emails, Envelopes, Labels, and Postcards. Click the Library link of any category to see the available templates.

3. You can make changes to any template by saving a personal copy, then revising it using the Top Producer Editor. To save and edit a Letter for example, click the Letter name and it will open up in Preview mode. Click the Create Personal Copy link at the bottom of the preview pane.

4. Give your Personal Template a name and create a Personal Category, then click the Save and View Letters button.

5. Click the Edit Template in Editor button to begin modifying your presonal copy, using the standard word processing tools. You can add or delete text, adjust images, set custom margins, etc.

6. Merge codes in the template appear in yellow boxes. To remove a merge code from the template, simply click and delete it. (Merge codes act like markers to tell you what kind of data will be pulled from a contact record when it’s time to use the template.)

7. To add merge codes, first place your cursor where you want to add it in the template. Then click the Insert Merge Code link at the bottom of the page to open the Insert Merge Code segment below.

8. Select Text or Picture from your type options, then select a specific category from the dropdown menu and click the Insert Merge Code button if you are finished, or Insert and Add Another Merge Code if you want to add more.

9. When you’re satisfied with the changes you’ve made to the template, click the Save Template button to return to the preview page. It will show you what your template looks like with sample data where you inserted merge codes. Click the Close button to return to the Letter Library page.

Visit Top Producer Campus for more timesaving tips for Top Producer 8i.

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