YGL doesn't actually have e-mail capability because all of our partners use different email clients (i.e. Outlook, Gmail, Hotmail, etc.) and it would be difficult to program this functionality into the software without knowing what email client partners are using--however there are a few different methods for performing this action on your end nevertheless. See below:
1) Open Leads Tab (or Source Tab)
2) Remove any unwanted filters on the leads tab.
3) select filters that you would like by selecting the purple filter box on the left side of the screen
5) On the right side of the screen select the 'export to excel' function. (looks like a piece of paper with an X on it)
6) Open the excel document
7) Are you emailing resident contact or primary contact? Using the scroll bar to the bottom right to find the appropriate column
8) With your mouse, highlight the entire column except for the title header
9) Right-click with your mouse and select copy
10) Open new email
11) Right click either in BCC or CC and then select 'Paste'
- Some partners may also use or utliize third party email blasting software in conjunction with the exported data from YGL
Again, this really comes down to your personal preference or method of wanting to email blast your contacts.
0 Comments