Marketing Emails Marketing>Contacts

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Overview

Marketing Emails a user to create an email within the Marketing applets and send them to everyone in the Marketing List. More on Marketing Lists

Keys to Setup

•	A valid email addresses must be associated with any Employee, Contact, Firm or Opportunity that is intended to receive the email. The Valid email must be entered in the Main Email, Work Email or Home Email associated field located in the "Detail" pop-up of the Marketing applet.

•	The SMTP needs to be setup correctly for this option to function. More on setting up SMTP and emailing within InFocus

•	SMTP should be configured by an internal IT person. This is not handled by Clearview.

Field Descriptions

•	SMTP Relay Account - SMTP Accounts that are configured in Global Settings>SMTP Relay Servers.

•	Email Address Field - This is the email address that you would like to send the email to. Typical selections may be:

o	Contact Home Email (Contacts)

o	Contact Work Email (Contacts)

o	Main Email (Firms & Opportunities)

Message Tab

•	Subject - This will be the Subject of the email that is sent.

•	Body - This will be the Body of the email that is sent.

•	[...] button - This allows for a file to be attached to the email.

•	Preview button - Displays a preview of what the email will look like (Preview Tab)

•	Send button - Sends the email.

•	Cancel - Cancels the email

Preview Tab

•	Displays a preview of what the email will look like