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sliston  
#1 Posted : Tuesday, June 4, 2019 8:06:07 PM(UTC)
sliston
Rank: Advanced Member

Posts: 119

Preview Cimmaron Marketing Email Templates

Campaign Visualizer lets you preview all the drip campaigns that are available to you in Mortgage Manager. Start by clicking on Visualize Campaign in the Marketing Menu group (Figure 1):

(Figure 1: Marketing – Visualize Campaign)

Click on Choose a Campaign (Figure 2):

(Figure 2: Visualize Campaign - Choose Campaign)

Click on Find Now (Figure 3):

(Figure 3: Visualize Campaign – Choose Campaign – Find Now)

Select a campaign from the list (Figure 4):

(Figure 4: Visualize Campaign – Choose Campaign – Select)

The selected campaign shows the following (Figure 5):

  • The Campaign Name and Description in the upper left area.
  • The Recipients - listed as To the Borrower and Co-Borrower here.
  • The Campaign Details - showing when each Campaign Activity will be sent.
  • The Activities section – displays the individual parts of the Campaign.

(Figure 5: Visualize Campaign – Choose Campaign – Selected)

Use the scrollbar on the right to scroll down and view the text of the current document (Figure 6):

(Figure 6: Visualize Campaign – Choose Campaign – Scroll)

Click on another item within the Activities section to see other documents within the current campaign (Figure 7):

(Figure 7: Choose Campaign – Selected – Activities)

If you would like to see how the merge fields will look, click on Choose Contact (Figure 8):

(Figure 8: Visualize Campaign - Choose Contact)

In the Choose Contact screen, type in part of the First Name and Last Name and click Find Now and then double-click on the contact to select it (Figure 9):

(Figure 9: Visualize Campaign - Choose Contact - Find Now)

Now you can see the contact’s name (with the Co-Borrower included as well in this example) in the preview screen (Figure 10):

(Figure 10: Visualize Campaign - Contact - Selected)

If you would like to see what the email will look like, you can email it to yourself first to get a full preview. Click on Email (Figure 11):

(Figure 11: Visualize Campaign - Email)

Type in your email address and click OK (Figure 12):

(Figure 12: Visualize Campaign - Email - Address)

You will then be able to see exactly how the campaign email will look. Note that campaigns can include:

  • Emails
  • Two-way Text Messages
  • Mail Merge Letters
  • Phone Calls
  • Tasks

By using Campaign Visualizer, you can preview your drip campaigns so that you can customize them to exactly fit your marketing needs.

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