Top Producer^® X CRM: Creating and Sending Email Templates

Personalize your email marketing by creating custom email templates in Top Producer^® X CRM. Templates you create can be set to auto-populate customer information, saving you time and maximizing your productivity.

Creating an Email Template

To create an email template, follow these steps.

1. Go to Marketing > Template Library > Email. You will see a list of all available email templates, organized by category. Click on a template to view the contents.

   

2. If you would like to start with a blank email template, click Add from Scratch.

   

   To use an existing template as a base, open the template viewer by clicking Add from Library. Select the template you would like to use, then click Customize Template. This will create a copy of the template for you to modify.

   

3. Enter a name for your template, select a template category, enter an email subject, and the body of the email.

   

4. To enter a merge code, such as customer name, click the Template button . Search in the template list for the merge code you’d like to add, and click to add it to the email.

   

   The merge code will be inserted into the body of the email.

   

   When you later compose an email, the merge code will be automatically replaced with the appropriate information.

   List of Merge Codes

   Here is a list of merge codes you may wish to use:

   Name	Code	Description
   First name	contact.primaryPerson.firstName	The first name of the contact.
   Full name	contact.fullNameFirstNameFirst	The full name of the contact.
   Last name	contact.primaryPerson.firstName	The last name of the contact.
   Spouse first name	contact.secondaryPerson.firstName	The first name of the contact’s spouse.
   Spouse last name	contact.secondaryPerson.firstName	The last name of the contact’s spouse.
   Address	contact.address	The contact’s full address.
   Street address	contact.address.addressLine	The contact’s street address only (i.e. 1234 Main St).
   Agent name	agent.agentName	Your full name.
   Agent first name	agent.firstName	Your first name.
   Agent last name	agent.lastName	Your last name.
   Agent email	agent.agentEmail	Your email address.
   Agent business phone	agent.businessPhone	Your business phone number.
   Agent mobile phone	agent.mobilePhone	Your mobile phone number.
   Agent website	agent.agentWebSite	Your website.
   Office address	agent.agentAddress	Your full office address.
   Company website	agent.companyWebsite	Your company website.
   Office map link	agent.googleMapsLink	A link to your office on Google Maps.

   Note: Agent and office details can updated under Settings > My Information.

5. Once you’re done editing your template, click Save Template.

Congratulations, your template is now ready for use. If you’d like to make any changes, click the template name in the Template Library to open the template for editing.

Sending an Email Template

To send an email template, follow these steps.

Note: To send email, first connect your email account. See Integrate Your Email Account for more information.

1. Click the Compose button and select Send Email , or click the Compose Email button in the Email tab of a contact record.

2. Click the Template button to view merge codes and email templates. Your personal templates will appear at the top. Click the one you wish to apply.

   

3. The template will be automatically applied to the email, and any merge codes will be auto-populated.

   

Edit the email as desired, and click Send Email to send.

Log in to create an email template.