Editing emails

View help video HERE
 
Go to Leads>Campaigns>Campaign Manager. Click the "Manage Emails" tab. Select the email you'd like edit from the "Select Email To Edit" drop down.
 
 
Use the Steps near the top of the screen to edit the email.
"Step 1: Initial Setup" you can edit the subject of the email, what the recipient sees, and the email name, what you see.
"Step 2: Select a Layout" you can edit the layout of email. If you change the layout of the email, it will erase all content.
"Step 3: Select a Style" you can change the color scheme of the email.
"Step 4: Add Content" you can edit the content of the email. When you have completed editing the email, go to "Step 5: Preview." If you email looks correct, you can now "Save Email." Different browsers view email differently.
 
If the email looks different in the Preview compared to how it looked in the "Add Content" send a test email to yourself. The test email is how it will look when it goes to a borrower.
 

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