Online Training Session – Lesson 5 This online training session was recorded on 3-8-17, entitled Lesson 5 – Searches and Saved Searches (Approx. 50 minutes – Click play below to watch :Learn about using searches, creating and saving Searches and how to use them in day-to-day uses like Search & Deploy (sending bulk email). Click play below:
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Video: Online Training Session – Topic: Bulk Email (Recorded 3-1-17)
Online Training Session – Lesson 4 This online training session was recorded on 3-1-17, entitled Lesson 4 – Bulk Email (Approx. 65 minutes – Click play below to watch :Learn about creating a custom bulk email from scratch and sending it! Tips for sending one email, and handful of emails or thousands of emails. Click play below:
Video: Online Training Session – Topic: Segmentation (Recorded 2-22-17)
Video: Online Training Session – Topic Contacts (Recorded 2-15-17 )
Video: Recording Deposits in Senior Living
Creating an Email Template
How to create an email template and use this template to send an email. Great for repeatedly used emails or letters. Shows creation and use of email template using Advantage Anywhere merge fields for both the contact the email is being sent and Advantage Anywhere fields for the sender. (Approx. 4 min.)