Sending a Market Snapshot to a Contact

If you have a Top Marketer license, you can send automatically generated real-time Market Snapshots to your contacts with the intention of cultivating a relationship resulting in leads and listings. Once the contact views the Market Snapshot, they will be subscribed to receive regular updates. Your contacts can change their subscription schedule from within the Market Snapshot, or you can modify or stop their subscription. For more information, see the Top Marketer documentation (accessed from the Top Marketer program).

Note: Before you can complete the steps below, you must specify integration information in both 8i and Top Marketer. For more information on setting this up in 8i, see "Defining a Top Marketer Data Service". For more information on setting this up in Top Marketer, see the Top Marketer documentation.

To send a Market Snapshot to a contact:

1. Open the Contact Record. How?

   1. From the Main Menu bar, go to Contacts > Contacts Summary.

   2. Click the contact's row to open their record.

2. Click Perform Action from the header in the top right, and then click Create Market Snapshot.

   The Market Snapshot Request form appears.

3. Enter the contact’s email address in the Email Address field. This is where the Market Snapshot will be sent.

4. Fill in the rest of the contact’s information, then click Generate Market Snapshot.

   The Market Snapshot is generated and sent to the contact. Once the contact views the Market Snapshot, the contact will receive regular updates.