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Video: Creating a Newsletter or other picture-rich emails (Part 4 of 4)

This is a how-to for creating a newsletter template, an email invite, new product announcement or other type of email using pictures, images, links, icons, text and more. Watch the Part 3 of this session: HERE

Video: Printing a Letter using Merge Fields (Part 3 of 4)

How to print a formal letter using a template with merge fields, how to add your logo to make letterhead and more. (Approx 13 minutes) Watch Part 4, creating a newsletter or email with multiple images HERE Watch Part 2 in this series HERE

Video: Sending an Email with Video: Merge Fields (Part 2 of 4)

Watch the step-by-step guide to sending an email using merge fields. This is part 2 in the series of creating and using merge fields. To view Part 3 in this series on creating a letter using merge fields: To view Part 1 in this series on creating the email being sent in this video: HERE

Video: Using Merge Fields in a Casual Email (Part 1 of 4)

Watch this video to see how you can benefit from using a template and merge fields in your daily routine. Step-by-step instructions and ideas for using this resource to increase productivity (approx. 20 minutes): See Part 2 in this training to see how to use and send this email:

Video: Automated Follow Up – real life examples (open training 10/28/19)

The open training session steps through 3 real life examples of using automated features to leverage your time and resources. Examples include: follow up for referral outreach/referral sources, automated drip campaign and a coaching philosophy turned into automated, prompted follow up. Watch this to see how automation can help you achieve your goals: Automated Follow Up Examples

Video: Using the Mailbox Tab

Using the features in the Mailbox tab. Did you know, you can reply, save incoming emails into the history of a contact and turn emails into to-do items? Watch this video to see how to use these features (Approx. 3 minutes):

Video: Open Training – Notes and activity, tasks, Taskomatics and follow up assistant, saved searches and groups and voice dictation with microphone

Watch the 7/9/19 Open Training Recording – learn more about Notes and activity, tasks, Taskomatics and follow up assistant, saved searches and groups and voice dictation with microphone. The most requested topics asked during training sessions.

Video: Automated follow up workshop – Part I

How to created automated follow up, discussing TaskoMatics, tasks, follow up and more. Watch how to create, use and stop automated follow up with in-depth discussion on when to use and how to create.(Approx. 38 min.)

Video: The Follow Up Assistant and How to use it

In this video we explore the Follow Up Assistant and how to configure and use it. Examples of how to configure and use the Follow Up Assistant to ensure no one falls between the cracks, be more productive, efficient and ensure your team is using the proper materials for your follow up objectives. (Approx. 43 Mins.)

Video: Making Creative Email Templates

Learn more about using the editor to make creative email templates. This is an in depth look at creating an email newsletter or invite from scratch. Includes ideas and resource links for FREE inspiration and images. (Approx. 44 mins.) Click play below:

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