Emails and Letters

Viewing Default Email Templates

If you view the list of available email categories, you’ll notice the Letter library contains the same categories. This is because Top Producer provides a corresponding default email template for every letter template, to ensure your customers get the same marketing message, regardless of how it’s delivered. Email and letter templates are stored separately within

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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 include the word plan at the end of their names, such as the 10-Year after

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Printing Labels and Envelopes with Your Letters

Top Producer CRM’s template library also comes with a number of label and envelope templates you can print out when sending out your letters. When it comes time to print your letters, Top Producer CRM allows you to select label and envelope templates and print them out at the same time as your letters, instead

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Editing a Personal Letter Template

Follow the steps below to change the look or content of a personal letter template. Click the Marketing icon on the main menu to open the Marketing landing page. Click the Letter Library link to open the Letter Library page. From the Letter Library page select your personal category from the Show Category drop-down list.

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Editing a Letter Template for One Mail Out Only

There may be situations where you don’t need to create a personal copy or a new template, but rather just change a letter template for one activity or contact. Top Producer CRM gives you the added flexibility of changing a template on-the-fly. Modifications will only appear for the one run of the activity. Open the

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Editing a Personal Email Template

Top Producer CRM uses the email editor any time you make changes to email templates. Follow the steps below to change the look or content of your personal email template. Click the Marketing icon on the main menu to open the Marketing landing page. Click the Email Library link to open the Email Library page.

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Creating a New Email Template

If you’ve reviewed the available default email templates but you don’t see anything you want to customize, there are two ways to create a template from scratch. Copy the default Blank Email Template The Blank Email template contains merge codes you may find useful for personalizing your email. You can always remove any unwanted merge

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Creating a New Letter Template

If you’ve reviewed the available default letter templates but you don’t see anything you want to customize, there are two ways to create a template from scratch. Copy the default Blank Letter Template The Blank Letter template contains merge codes you may find useful for personalizing your letter. You can always remove any unwanted merge

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Creating a Personal Copy of a Letter Template

You may find a letter template you like but that doesn’t perfectly suit your needs. Since you can’t make changes to default templates, you’ll need to create a personal copy. All default templates are stored in default categories. Personal templates must be stored in their own personal categories. You can create a personal letter template

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Creating a Personal Copy of an Email Template

You may find an email template you like but that doesn’t perfectly suit your needs. Since you can’t make changes to default templates, you’ll need to create a personal copy. You can create a personal email template category from the Email Library page. Similar to default templates, which are stored in default categories, personal templates

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