 In today's video, I'm going to be going over how to send out an email from the Dynamics Pro. I'll also be showing you how to send out an email blast to multiple people through Client Touch. So the first thing I want to go over is your email template area. Your email template area is in the Action Center area. And if you go down the first column, you'll see email templates. So this is basically a storage for email templates that you may send over and over again. So for instance, I have this basic Homebuyer Workshop email template. And this is just an example. So you'll see the name of the template. So the recipient will not see the name. This is just for your reference, the subject line. Now this is the subject line that will be in the recipient's email. And then you'll notice that they have these merge fields, which are from right here. And you'll see it's real weird. It says Percentage Percentage Header Percentage Percentage. And then you'll see Percentage Percentage First Name Percentage Percentage. And then of course, this is just placement text right here. And let me go ahead and correct that because it's going to bug me. And then you have the Percentage Percentage Footer in here. So the way that you insert these, and you may not understand what these are right now, but first I want to show you how to insert these, is if you go to this merge field, click on the dropdown, and then go down to special fields, you'll see the header template. And if you click on that, it basically inserts this Percentage Percentage Header Percentage Percentage. Now what this does is this will automatically insert the header of the email. So usually this is your picture, your company logo, your name and your title. And then the footer is of course at the bottom. And this is your email signature. Now let me show you where this is. So if I go back down here and I just hit, actually let me go ahead and hit save. You'll notice up here in the email template area, there's these tabs that say header footer. So if I click on header, you'll notice that up here at the top, it says whenever we see Percentage Percentage Header Percentage Percentage in your email templates, we'll replace it with the content below. So that's what that is. So how we did the merge field and we put the header in there, it will automatically insert this wherever the Dynamics Pro will insert this wherever it sees the header merge field. Now the footer, whenever we see Percentage Percentage Footer Percentage Percentage in your email templates, we'll replace it with the content below. So basically the system will replace this merge code with what's down here. Now if you go into this area and you don't see your header and footer, go to form.jotform.com forward slash 72815901718157 and you can fill out your form and then we will build you a header and footer for your emails. So let me go back and then go back to this basic Homebuyer Workshop email. Again, so the Percentage Percentage Header Percentage is going to be replaced with the picture and then the footer will be the email signature. So let me go ahead and show you how to send out an email and then I'll show you what it actually looks like. I'm going to click on add contact. You type in the first and last name and then the email address. Click on save. Now you'll notice that there's a great box around the email. So if you try to actually send out an email by going up here to the actions dropdown and click on send email, you'll notice that it says this contacts email address is not opted in. Cannot send email. Now the way that you opt them in because Mark has given me permission to send them emails, all I'm going to do is click on this envelope to the right. It's a green circle with a plus in the middle. You're going to click on it. It says this system is permission based email system where the rules are strictly enforced. This means that you can only send emails to people who have given you prior permission to send them emails. I understand and agree and continue that I will not send them spam. I absolutely have permission to send emails to this contact and add to opt-in list. Now you'll notice that there's a green box that goes around this. Now you can send out an email. So if you click on the dropdown, send email, now it brings it up. So if I want to use this template, if I click on this dropdown, it'll bring up all my email templates and then this is the one that I was looking at just a few minutes ago. You'll click on it and it will actually put this information in there. Again, this is where the percentage-percentage header was and then down here, this is where the percentage-percentage-footer-percentage-percentage was and then now I can send this email out. Next, what if I don't want to use an email template? What if I just want to send an email and I just want to type something in there? So you could skip past this part, go down the subject line. This is a test email and then what you can do is you could actually type in percentage-percentage-header-percentage-percentage. You could even type in percentage-percentage-first-name-percentage-percentage. Now what if you can't remember that? You could just click on this merge field, contacts-first-name and then it's going to automatically insert that in there. So then I'll put a comma after it and basically it's going to insert his first name which is mark right here and then it's going to put my header which is the picture. This is where your email message goes and then percentage-percentage-footer-percentage-percentage. Now just remember these two, these two are a super easy header of an email and the footer of an email. Now you're kind of like, alright, well this kind of looks weird. Why didn't it populate the picture? Any time it sees this it's going to automatically populate the picture. So if I click on send email, I'm going to go to my split screen real quick and then go back over to this demo account that I have for mark. So the first email that I sent, this was the email template and this is the one that I composed myself. So if I click on this one and you'll see it put my header right here and then my footer. Now your footer probably won't have your picture if you have your picture up here. This is just as an example. Now if I go back, now this is the one I composed. You remember it was kind of real weird. I put in the percentage-percentage-header-percentage-percentage. So if you click on it, you'll see that it actually does replace it. So I did want to show you that and let's see here. Let's go ahead and slide this back over. Now if I go down here and I click on this little analytics thing, it'll show me when the email was sent and then when the email was actually opened. So it actually shows when mark opened that email. And you do this by when you're in the contact card you go down to the notes and then you hit this and it'll open it up. You can actually see the analytics to see how many times someone opens something up. That's good for subject lines and things like that to see if people are opening up based off subject lines and things like that. Let's just say though that you want to send an email to all of your clients. Maybe like a newsletter or whatever it may be. So if you click on client touch right here, you can actually, client touch is when you're working with a group of people. So client touch. And then if I go over here to this button over on the right hand side, it says add everyone. I could click on add everyone. And I could even go to this manage and say, all right, I want to remove Jessica Curry. I want to remove Edward Johnson. So I want to remove all these people. So you could actually remove those people if you wanted to. You just click remove check from work group. And then it'll change from 363 to 361. So if I click remove check from work group, you'll notice that this goes to 361 right here. All right. So that's a way of removing people from the contact. So then if I go to the actions tab, I'll say, okay, well, what do you want to do with this group of people? I want to send an email blast to everybody. And then I'm going to select a template by hitting the dropdown just as I did before. Select it. And then I can add an attachment down here at the bottom if I want to. And then I could also send this email to the other contact. So if there's a spouse or something in the contact card like Mark and Donna Pickens, then you'll be able to send it to Donna also if you have her information in that contact card. And add a note about this email blast. I always just check both of these. And then you could send the blast now or schedule the blast for a different time. So if I click on schedule blasts and I'm working at, you know, 11 o'clock at night, I could actually say, all right, well, Monday morning at 7am, I want this email blast to go out. And then that's how you would send out an email blast to a group of people. And a lot of people say, well, if I put that in there, will everybody see the other emails and that email addresses with the group of people? And the answer is no, it will just send it off. It looks like a one off email. And it kind of like basically it doesn't do this, but it's like a blind carbon copy where it won't show the other emails in the group. So you don't have to worry about it. It looks like it just went out to one individual. So that's how you'll send out an email inside the Dynamics Pro. And I do highly suggest going to the homepage, going to the video tutorials, and then just going over managing your contacts and email. And then you could also go down to the How Do I? I mean, really, it'd be a good thing to watch all these just to see how the whole system works. Thanks for watching.