Wise Agent Instructions

Wise Agent Instructions

9/20/12

Tips:

Ø  To “clean up” formatting and content--Paste from Notepad, not Word.

Ø  Do NOT use Internet Explorer- it currently has a bug and HTML issues with Wise Agent.

Ø  When sending yourself a test- make sure to uncheck the boxes that say Send copy to yourself and Add message to client contact notes.

Creating a Newsletter

Ø  Mouse over Marketing

Ø  Click on Newsletters

Ø  To Create a New template- At the bottom under the Spanish newsletter versions- Click>Start With Blank Custom Newsletter link. To “clean up” formatting and content--Paste from Notepad, not Word.

Ø  To Create Copy of Existing Newsletter template- Choose template to make copy of from the Drop down window under Existing Custom Newsletters.

Ø  Click your cursor anywhere in the edit box, and on your keyboard - click "CTRL", "A" to select all content.

Ø  Now, click "CTRL", "C" to copy the content.

Ø  From the single row of buttons at the top of your account – mouse over Marketing

Ø  Click on Newsletters.

Ø  Towards the bottom of the page - click the Start with blank custom newsletter link.

Ø  Click Skip this Step

Ø  Click your cursor in the blank edit field.

Ø  Now, on your keyboard - click "CTRL", "V" to paste the content.

Ø  Finally, you will name / save the newsletter and you're ready to make any changes to the template.

Sending a Newsletter in the Body of the email

Ø  Mouse over Email

Ø  Click Email Clients

Ø  Scroll down to the bottom to select the correct contacts

Ø  Scroll back up- When sending yourself a test- make sure to uncheck the boxes that say Send copy to yourself and Add message to client contact notes

Ø  Subject- Type in the appropriate subject line information

Ø  Salutation- Leave Blank

Ø  Name Format- Don’t Show Salutation

Ø  Branding- Choose the branding set up for client if there is one

Ø  Click in body of email

Ø  On the left- under drop down window for My Newsletters, Choose the appropriate newsletter to be sent.

Ø  Scroll down and Click Preview to see final email

Ø  Close Preview window

Ø  Click Send to Send the newsletter to the selected contacts.