Hey there! Want to send out awesome, personalized letters to your prospects? It's easy with REI BlackBook's Letter Templates. Here's a quick guide on how to set it up and send them out.
Steps
1. Log In: First things first, log into your REI BlackBook account. Click your name in the top right corner and pick 'System Settings' from the drop-down.
2. Find Letter Templates: On the left, under 'Automation', click on 'Letter Templates'.
3. Start Creating:
a.) Click 'Create Letter Template'.
b.) Name your template.
c.) Add a description (like "for probate prospects").
d.) Use Merge Fields to automatically fill in your prospect's details (like their name and address) from your CRM.
Using Your Letter Template:
1. Go to Contacts: Head over to your Contacts section.
2. Choose a Prospect: Find the prospect you want to send the letter to.
3. Print the Letter:
- Open their Contact Record.
- Click 'Actions' on the right, and select 'Print Letter'.
- Choose your Marketing Profile and the Letter Template you made.
- Review the letter that pops up.
5. Save and Print:
- Hit 'Save'.
- Choose to print immediately or save for later.
6. Print or Save Letter button from the pop-up box, and either save the letter to print later, or print it immediately.
After you print your letter it will be ready to mail out to your prospects!
Quick Tip: Got a template you love and want to reuse? Just click the Copy icon to duplicate it.
Then all you will need to do is click the Copy icon.
Thank You!
If you have any questions or comments on any of the information above, please feel free to reach out to us at any time at support@reiblackbook.com