Setting Up Email Stationery

You can set up custom-branded email stationery and include links to any web sites you choose. There are several stationery themes and colors available, so you can choose the style that reflects your personal branding. This stationery can be automatically inserted into the different types of email you send from Top Producer 8i.

Warning: If you plan to use Top Producer 7i after you have set up the Stationery feature in Top Producer 8i, the stationery will appear on all auto-send emails from both 7i and 8i if you specify its usage for "Email Activities" (step 6 below). All other email types in 7i (e.g. compose email, mass email, etc) will not be affected and will not merge in the stationery.

To set up email stationery:

1. Open the Stationery tab. How?

   1. From the [User name] menu in the top right, select Settings. Example:

      

   2. Click the Email tab.

   3. Click the Stationery subtab.

2. Click the Edit Stationery Settings action link.

3. In the Layout section, select one of the three styles available by selecting the appropriate radio button. To view a sample of each style, click the Preview icon.

4. Select the Color scheme you want to use by clicking the color. To view a particular style in a selected color, click the Preview icon.

5. In the Link [number] sections, specify the Link Text and URL you want included in your stationery. More Info:

   1. Select predefined Link Text from the drop-down list, or add your own by clicking the Add link.

   2. Specify the URL for the web site you want to launch when the link is clicked. You can verify the URL by clicking Test.

6. In the Stationery Usage section, select the types of email you want the stationery automatically included on by selecting the appropriate check boxes.

   Note: Stationery will not be included when replying or forwarding an email from the Inbox.

7. Click:

   • Save & Edit Stationery if you want modify the stationery further. A preview of your stationery appears. Proceed to step 8.

   • Save & Close to save the stationery without modifying it.

8. To edit your stationery, click the Edit Stationery in Editor button. More Info:

   • Modify stationery text and use the toolbar commands to format your stationery.

   • Insert merge codes and marketing links into your stationery.

   Note: Do not remove the System.template merge code as this is the code that will merge in your email body content.

   • Add images to the top or bottom of your stationery, or modify existing photo properties. For more information, see step 2 in the "To insert a picture file" section in the "Adding a Picture to an Email Message" topic.

9. When finished, click Save Stationery.

Your stationery will appear on the outgoing email types you selected.