Composing an Email Message

Important: Your Top Producer 8i Inbox is only active if you have configured your Email settings to use either your @topproducer.com account or another external email account. If you have not done so then the Inbox email application is not relevant to you.

Tip: You can set up custom-branded email stationery that can be automatically merged into outgoing email messages. For more information, see "Setting Up Email Stationery".

To compose and send an email message:

1. Open the Compose Email screen. How?

   • From the Main Menu bar, go to Email > Compose Email.

2. Select the recipients for the email. More Info:

   • Click the Show CC and Show BCC links to view these fields, if desired.

   • To select recipients you can:

   • Drag and drop recipients from the Contacts Look-up onto the To, Cc, and Bcc fields.

   • Click the To, Cc, or Bcc buttons to use the Search for Contacts feature to select your recipients. For more information on the fields available when performing a search, see the "Search for Contacts Screen (Email/Mass Email)" reference topic.

3. Type a Subject for the email.

4. Click the Attachments' Browse button to attach a file, such as a picture or document, to the email.

   Tip: Make more room on the screen by clicking to collapse the Recipients section.

5. Compose the message body. You can use the toolbar commands to format your email message.

6. Optionally do any of the following:

   • To remove the text and link that enables email recipients to opt out of your mailouts, clear the Include unsubscribe text check box.

   • To insert a marketing link at the current cursor position, click Insert Marketing Link.  See " Inserting a Marketing Link into an Email Message".

   • To request that your recipient send you a confirmation after receiving your email, select the Request read receipt check box.

7. Click:

   • Send Email to send this email. Top Producer 8i checks the email addresses to ensure that they have the proper syntax and none of the recipients have an unsubscribed email status. If there are any recipients with an unsubscribed email status, they are removed from the email and are displayed in a dialog box. Review this list and select the check box next to the contacts you want to add back to the email.

1. • Save Draft to save the message to your Drafts folder and continue modifying the message.

   • Save Draft & Close to save the message to your Drafts folder and return to the previous screen.