Now you’re only one click away from making a meaningful touch. How? With the Done-for-You functionality, the system will pre-select the message AND value item when it’s time to reach out – all you need to do is review and send. No more trying to decide what to say and no more additional time browsing through articles to find the best one.
Here’s how it works
Under Engage, select the name of one of your contacts within the contacts column on the left. To the right of the contacts' name will appear their Action Center with a Send Email button listed at the top. Select Send Email followed by Smart Message listed below the "Subject" field. Once selected, a pre-generated message and value item will list for your contact in the body of the email.
Dial it in
What if you don’t like the message? Simple. Select the right or left arrows next to Template or Value Item to change the message or article. You can even select from a list of templates by clicking on Template or filter the articles by a specific interest by selecting Value Item.