 Last video, I showed you how to set up your Dynamics Pro mail merge profile, so you could basically run two businesses out of one Dynamics Pro account. That way you don't have to pay for two separate monthly subscriptions to run two different businesses. So, for instance, I'm a Keller Williams real estate agent, and I sell Mary Kay makeup on the side, okay? So it would be very confusing if I did an email blast out of my Dynamics Pro, which is set up with my Keller Williams email address, and all of a sudden I got an email about Mary Kay. It might confuse me because Keller Williams is a real estate company and Mary Kay is makeup. However, I showed in the last video how to purchase a domain through G Suite, and we purchased JessicaHarris411.com because that domain is not connected to real estate or Keller Williams, and it's not connected to Mary Kay makeup. So this is a general domain. And then what we did is we created an email for Jessica at JessicaHarris411.com. That way if you send out an email blast to your Mary Kay people, it's going to come from Jessica at JessicaHarris411.com. And if you send it out to your real estate, it's going to come from that general email. So now that you have your mail merge profile set up, now you want to set up your master email templates for both businesses. So whatever email is inside the settings, mail merge profile, whatever email is in here, whenever the Dynamics Pro sends out emails and things like that, it's going to come from whatever email is in here. So if you have two businesses, you don't want to have the real estate email in here. You want to have something general. So now that you have this set up, we're going to go into the email template area over here to the left hand side. So email templates right here. And you can also do it from the homepage too if you wanted to, if you wanted to go to home. You go to Action Center and go straight down to the email templates right here. And you go inside your email templates once you're inside of the email template area. The first thing I want to show you is whenever you first started using Dynamics Pro, we sent you an email and inside the email was a link that you would click on. You would upload your real estate or your mortgage or your insurance, whatever it is. You would upload your company logo, your company email address like Jessica at kellerwilliams.com or kw.com. You would upload your headshot, that type of stuff. Now if you go in here so you have your email template tab, your header tab, and then the footer tab, if you go to the footer and there's nothing here or it's not specific to you, then email support at mydynamicspro.com and just let us know to send you the link so you can send us your business information. And then once we get that we will set up your email footer area right here. So this one has the real estate one in here. Now I want you to notice it says whenever we see percentage, percentage footer, percentage, percentage in your email templates will replace it with the content below. So anytime it sees this percentage, percentage footer, percentage in your email templates will replace it with the content below. So this is the kellerwilliams real estate. Then the header is at the top. So think of your head being at the top of the email template. So it says whenever you see percentage, percentage, header, percentage in your email templates will replace it with the content below. So it's going to replace with that. So let's go ahead and just see what this looks like real quick. So if I get an email templates right here, this tab, I'm going to look for an email that has a percentage, percentage, header, percentage in it. And basically it's going to replace it with this content, this banner right here. So if I go to email templates and I click on this first one, master email templates and I click on it, you'll see there's the header. So if it sees this, it's automatically going to put the kellerwilliams banner in there. And then the footer, which is at the bottom, is going to put your email signature in there. So let me get out of there. So there's your footer. It's going to replace it with this. So basically, since we have the real estate or the mortgage stuff, all these are going to be specific to the real estate business. So you don't have to worry about these ones. However, you would want to create your master email template for your other business. And in this example, Mary Kay. So I'm just going to go ahead and I'm going to go ahead and use this top one. It doesn't matter which one that you use. Now if you don't see this, all you have to do is go over here to the upper right hand corner and there's a samples over here. You click on the drop down and you just click on master email template, click it and they'll bring it over to the left hand side. If you delete all of them by accident and don't worry, all you have to do is go up to samples, click master template, samples, master email template and you keep them bringing them over. So let's go ahead and use this top one because again, we don't really have to touch these because you already have your real estate header and footer in here. So all these are going to be related to that. However, let's go ahead and create the Mary Kay or your other business master email template. So we're just going to click on this thing and what we're going to do is we're going to call this Mary Kay master email template and I'm just going to copy the same thing put on the subject line because this is just going to be your master email template. So next, what we want to do is we want to get rid of this header percentage percentage because remember that's going to replace it with the real estate stuff and the footer. We want to get rid of the footer thing because that's going to replace it with the real estate stuff. So we're going to get rid of this. So the way that you do that is up here at the top, you're going to click on edit with content designer this button right here. Once you go inside the email template designer, the first thing that we're going to do is we're going to remove the header. Okay. So in order to remove this, we're going to click on it. Now you'll notice it brought up this wissy wig editor. We got to get this out of the way because we want to delete this text module right here and we want to replace it with an image module because we want to put our Mary Kay header at the top. Okay. So now to get rid of this wissy wig thing, I got to click on this round circle with these four arrows right here. Once I click it, this will disappear. So click and then now you'll see this trash can where I could delete this text module. So I'm going to hit delete. So now we took the text module out of here. So now it says no content here. Drag new from the content panel over here on the right hand side. You'll see the content panels. Okay. So here's the content panel right here. I'm going to click it. And then now I want to insert my image because I want to put my Mary Kay banner or whatever other company that you have. So I'm going to click and drag. I'm going to hold in my click and then drag it. Now you'll notice you can't just let go here. Don't know where it doesn't know where to go. So you keep on dragging it until this little blue line. Now watch this blue line that shows up. Boom. There it is. Drag it here. Now you can put it up top or at the bottom right here. Doesn't matter. Just as long as it's above this content right here. Okay. So now it says, all right, well now we're ready to insert an image and let's go ahead and browse your computer. So I click on browse button. Okay. Now it's going to bring up your file manager. So your file manager. And now we want to upload or you could also search for free photos. So let's just go in here and see with the free photos if they have a Mary Kay banner, which I don't know if they will. But let's just look. So Mary Kay and I'm going to hit search and they don't. Okay. All right. So of course Mary Kay. I'm sure they provide you with banners. If you're trying to find like a Mary Kay banner logo, you just go to Google and then find a banner and then save it to your desktop. However, I don't really recommend that you do that. I recommend you reaching out to your business and have them send you over an image that you can use. That way there's no copyrights or anything like that. All right. So what I'm going to do is I'm going to click on upload. And I have this Mary Kay banner saved to my desktop. Now upload is in progress. So you'll see this line and it says 99% done. It's going to process it. Now it's going to put it in my file manager. And there it is right there. And I want to click this blue insert. So I'm going to click it and boom, there it is right there. Now remember, I still want to get rid of this footer right here and replace it with my Mary Kay signature. So anyway, what I did was, now I'm not deleting this because I need a text module right here to be able to put in my information for Mary Kay. So what I'm going to do is I am going to, you can either leave it over, I'll leave it over to left. You can do it any way you want. You can do different fonts. I can do 14. I'm just going to leave it to 12. And then you start putting in your name. So Jessica Harris, Sales Rep, Mary Kay. And then maybe my cell and maybe my email will be Jessica at MaryKay.com. And then maybe give me Jessica Harris.MaryKay.com. I'm not sure how all that works, but and I'll go ahead and hit save. All right. So now, so now you see I have my master and my Mary Kay master email template. So I have my header and I got my footer right here. And I'm going to go ahead and hit done editing. Okay. And then I'm going to hit save. And there we go. My master, my Mary Kay master email template. And then I may want to create a folder right here and call it Mary Kay. Just so because all these are my real estate ones. So I might just go and click on this folder right here. And I'm going to create a new folder right here with this button. I'm going to call it Mary Kay. Hit save and move. All right. So now if I'm like, all right, I just want to see all my Mary Kay emails. I can just click on this drop down of this folder right here beside this Rolodex. There's a little folder with this drop down. I can just click on Mary Kay. And here is all my Mary Kay email templates. Now let's just say that I want to start building my email templates inside of my Dynamics Pro. All I could do, I don't have to use this one. I could just go over here and I could click on this copy this email template. Click on it. It says, are you sure you want to make a copy of this email template? I hit okay. And then I'll go over here. So now I created a copy right here. So now I'm going to click on it. And this will be my, I'm going to call it my Mary Kay intro. And then now the name is just the name of the email template. The subject line is what the recipient of this email will actually see. So if I'm sending it to Brian Bailey, then this is going to be the subject line. So remember, it's going to come from the email Jessica at JessicaHarris411.com. And then it will have this as your banner. So anyway, let's go ahead and take a look. And we're going to, we are going to, let me think here. We'll call it Jessica Harris, your Mary Kay, I don't know, specialist. There we go. And then I'm going to click on edit with content designer. All right. Now that I'm in the content designer, basically all you do is you click anywhere that you want to edit. So if I want to click on my signature, my header, or I want to click on this, I could put and then the first name will automatically populate wherever we send an email out from, you know, the system. So we'll go something like Nathan, very nice to meet you at the marketing event. We didn't get to talk much about what products I have. So please let me know if you would like to sit down or copy whatever you want to put in there. Hit save. And then there you go. And that could be your intro. And now if I go hit done editing, I go in here and I can hit save. And then there's my Mary Kay intro. Okay. Maybe I have a YouTube video that I put on my YouTube channel that I did a video introduction. And I said, Hey, this is Nathan. This is Nathan Montgomery with Mary Kay. I've been a Mary Kay specialist for, you know, 10 plus years. It was nice meeting you at the marketing event. We didn't get to talk much because, you know, we're just building relationships. But if you want to talk about, you know, the different products I have, I'd love to sit down and have some coffee with you. So if you did this video and then you uploaded it into your YouTube account, maybe you want to send out a video email instead of a boring text email. So what you can do is now what you can do is you can just take this intro. You go over here, make a copy right here with this little copy button. Hit okay. And now you go into this copy and then you could put video, video intro. Okay. And then click with edit with content designer. And so maybe you want to add a instead of having this right here, you're going to replace it with a video. So what I'm going to do is I'm just going to click on it. And again, if the wissy way got it or pops up in your way, you just click on this round thing and then I'm going to delete. So now they're, now it's missing. So now I want to go to the content and I want to add my video. So down here is a video module. So I'm just going to click and drag it. And right here I would pop, I would just click this button. And then right here I would put in my YouTube URL right here. All right. So we'll go. So for instance, let me just go to the channel and let's just say I want to pop. Let's just say that this is my video intro that I did. I would just, you know, I uploaded it into my YouTube system. And I would just copy this URL up here at the top at the address bar. And then I would just add it over here, pop it in and boom. There's my video, my, my Mary Kay intro. Save changes done editing. Save. And there we go. We've got Mary Kay intro and Mary Kay video intro. All right. So there's all of my email templates for both businesses. And here is my Mary Kay master email template. And again, I want to see all my Mary Kay ones. So I'm going to click on this drop down and then I'll do my Mary Kay. And there's all my Mary Kay ones. All right. So now if I wanted to send out to Kathy Allen right here. Now the first thing I would want to do before I send it out, I probably want to flag her. Just let her know that, or just in my database, just to make sure I knew that she was a Mary Kay client, not a Kelly Williams. I'd click on flags and then I would go to add new flags. So right here is a little hyperlink where you can add flags right here. And then this shows all your active flags. And I can just click on this add new flag button right here. Click it. And then I'll just call it Mary Kay. And we're going to put a, put a diamond in there. And I'll go ahead and use this pink right here and hit save. And now here's my Mary Kay. All right. So now if I want to send Kathy Allen my intro, because I just saw her at a marketing event or Chamber of Commerce or something. I go in, you know, I got her business card at the Chamber of Commerce thing and I put her information in there and I flagged her as a Mary Kay prospect. You know, maybe I go in here to this edit content or edit contact button up in the top right hand corner. And my source would be maybe it's a friend referral. And instead of past client, lead is the buyer lead or something. We put in all their information here, phone numbers, all that type of stuff. Probably want to go in here to like the notes and add notes, what you guys talked about. And then if I want to send Kathy Allen an email from Mary Kay, I'm just going to click send email. And then right here I'll say, would you like to compose a brand new email or do you want to send your email template? And I want to send, I want to send her my video intro. So I'm going to click on this dropdown. And right here, I could either search it by just going through all of them or I could just hit this dropdown and find my Mary Kay folder and then pop in my Mary Kay intro video and boom, there it is right there. And hit the send email and it's going to send it right out. And you can add an attachment right here if you like to. So that's basically how you would set that up to send out an email if you want to use two different businesses with one Dynamics Pro account. So now if you want two separate ones, you just have to purchase another monthly subscription for a separate business. But I find this much easier and it's going to go out to, so this will go out to Mary Kay client. But I could also, if I wanted to, I could also send out an email to Jose Anderson and let's just say he is a Keller Williams person. So I'm just going to add a flag and I'll put real estate and I'll put my house here. There's the house and green for money because we're going to sell this guy a house. And now if I want to send, hit send email and remember everything that's out of that. So this is Mary Kay. This is my Mary Kay, but everything else is going to be my real estate. So I'll be like I'm four sell by owner and here is my four sell by owner report, which is attached and I hit send email. So remember percent percent, a hundred percent percent is going to put your Keller Williams banner in there and the percentage, percentage footer, percentage percentage is going to put in your Keller Williams email signature. But remember, no matter what you do, what email templates send out, it's always going to come from this one email address because there's only one mail merge profile. So it's only going to come from one email. So that was the whole purpose of setting up, getting your own domain that's not attached to Keller Williams or attached to your other business and then setting it up in your mail merge profile. And then you create the email signatures inside the email template area. And then that's how you kind of get around from having to pay for an extra, an extra monthly subscription for a separate Dynamics Pro. But if you want to do that, we could also connect that for you too. So anyway, I hope you enjoyed this video. If you have any questions, email support at mydynamicspro.com. Thanks for watching.