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This training article is designed for end users (Loan Officers, Account Executivesloan officers, account executives, and other sales team members) who are sending content to clients.
See the Content Library: Creating | l Editing Content article for administrator features.
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There are two options for previewing the content.
Click the image in the Content Panel.
ORClick the eye icon in the Content Panel.
Both options open the Content Preview panel.
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Cloning content in the Content Library duplicates an existing piece of content and allows you to use it as a starting point to edit and create a new version of the content.
Click the clone icon.
The Clone Content Panel panel opens, allowing you to edit the content using the content editor.
Send a test email.
Click Save to save a new version of the content.
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Creating a task gets content ready to send. You can easily share and reuse pre-approved preapproved content. Based on your permissions, you will be able to send a task for approval or send it directly to an audience.
Click the Send icon.
Complete the 5-Step Task Approval Process that is initiated. It includes the following steps:
Step 1: What do you want to send?
Step 2: Who is your audience?
Step 3: Who is this to/from?
Step 4: Let’s schedule it!
Step 5: Review and submit.
Step 1: What do you want to send?
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The application name or Partner name
Creation date
Status
The campaign to which the application belongs
The last activity taken on the application
The current population total who will receive the content (this This is included next to the step rather than the list of applications.)
Filter Content by Header Columns
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The information that auto-populates in the Audience section is subject to the settings in your User Preferences. The Customer Type default setting controls the audience results.
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Select the time zone to send from. This field defaults to the user's setting in User Registration. Click Next step when the time zone, date, and time are set.
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Date
Select the date to send the content. Click Next step when the time zone, date, and time are set.
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Select the time to send the content. Click Next step when the time zone, date, and time are set.
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Step 5: Review and
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Submit
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This step allows you to review the content and delivery schedule and submit it. The template name, audience size, action type (e.g., email), and scheduled date and time are on this screen. If everything is accurate, you can add any necessary notes or click Send to complete the setup for sending the content. If you need approval before sending it, you can submit it for review and wait for the approval. Once approved, the content will be automatically delivered to the selected recipients at the scheduled time and date.
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