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Video Information

Reference #: SPTV 6-104B
Created: 00.00.00
Last Revised:07.15.13

Emailing through Spectra

See how to send email to clients and prospects individually, in bulk, and automatically.

Please note: Because we are continually updating our library of training videos as new versions of our software are released, this video will likely show an older or newer version of StudioPlus Spectra/myStratus than you have installed. Don't worry! The video will still give you a great overview of this feature.

 

Outline:

1. Messages Hub
   1. Email Inbox
   2. Viewing Options
   3. Linked or Unlinked
2. Sending Email
   1. One at a Time
      • Communication tab of the ribbon
      • Blank email, form letter, or HTML email
      • To, CC, BC
      • Email type and status
      • Attachments
   2. In Bulk
   • Tools > Communication Wizard
   • Choose client group, client status, marketing plan, or filter
   • Fine tune list
   • Form letter or HTML email
   • Email subject
   • Format (HTML or plain text)
   • Attachments
   • Notes
   • Test email
3. Automatic (Triggered)
3. Tracking Sent Emails
1. Client's Record
• Communication detail tab
• Notes tab (status notes)

Additional Information

» Next video - "Adding or Removing Clients from a Group"
» Spectra Training Checklist
» Online Help topic(s) - Sending Email, Communication Wizard