Email Marketing – Point 101

As promised, today is all about email marketing materials to multiple

BJ Bounds


The first thing you must do is create a template.

  1. From the Navigation Panel, select Templates.
  2. Click Report & Marketing.
  3. Click New.
  4. In the Report Title: field, enter a name for the template.
  5. (Optional) In the Description: field, enter a description of the template.
  6. Enter a Field Name of Borrower E-mail and a Field ID of 112. (If you are e-mailing the custom form to all co-borrowers, enter a Field Name of Co-borrower E-mail and a Field ID of 162).
  7. In the Output Options section, select Use Result For Mail Merge Marketing Document.
  8. Click Add Link.
  9. In the Document Type: section, select E-mail.
  10. In the E-mail Options section, enter the Subject which will show in the Subject field of the e-mail.
  11. (Required) In the Email Address Field: select the email address field from the drop-down list. (You must enter the e-mail address field into the report template prior to completing this step. You can only use the borrowers e-mail address or the co-borrowers e-mail address)
  12. In the Email/Custom Letter Content Document section, insert a check next to the custom form document that you are going to e-mail.
    ◦Use the Create New… or Edit… button if you need to create a new custom form or edit an existing one. See article 0066 Creating and editing custom forms if you are going to create a new custom form to send in a mass e-mail.
  13. Click OK.
  14. From the report template window, click File > Save from the Menu bar.
  15. Enter a File name and click Save.

The second step is to generate the marketing report.

  1. Generating the marketing report
  2. From the Navigation Panel, select Reports & Marketing.
  3. In the Navigation Panel, select the data folders for which you want to generate the e-mail.
  4. Select Prospect, Borrower, or to Include Co-Borrower.
  5. From the Workspace, select Marketing.
  6. Select your marketing report template from the drop-down list.
  7. Optional) Use the Status and Status Between Date fields to narrow the search results.
  8. Click Generate.
  9. The report results window appears.
  10. Click Generate.
  11. The Custom letter will open. From the Marketing Tools – Email window, click Send E-mail.
  12. The custom letter will be sent to each borrower that generated with an e-mail address on the report.

If you’d like to see illustrated instructions on this topic, go to article 0559 on our Knowledge Base or call 800-342-2599 for technical support

4 Responses to Email Marketing – Point 101

  1. David Hall says:

    Great info and break-down…thanks!

  2. Black Belt Live Case Study Review says:

    Nice to see that there are blog owners that care about their blogs and not post all kind of useless stuff but rather try to keep it clean and valuable for the sake of their subscribers. You’ve done a great job and i thank you for that and also for not traumatizing me with useless garbage and spam.

  3. Julie McMahon says:

    How do you adjust the closing costs on a loan comparison without losing all the original closing costs i already entered.

    • CalyxCorner says:

      You can only edit values in the Prospect Program column. To edit values in either of the Alternative columns, click Swap to Edit. Clicking Swap to Edit exchanges the scenarios in the Alternative 1 or Alternative 2 columns with the scenario in the Prospect Program column so you can modify the values and forms.

      For more detailed step-by-step instructions, check out the Knowledge Base article #408.

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