Creating your own Call and Email Scripts

by Community Manager a month ago - edited a month ago by Community Manager

In this section

 

 

Create an email script

  1. From Manage on the left navigation panel, select Email Script Library.
  2. Click + Create Script in the top-right corner.
  3. Under Audience, select who your script is designed for by filling out the proper fields (Status, Client Type, Timeline to Transact, and Client Interest.) This will help you locate the script using filters.
  4. Under Type, confirm that this is an Email script.  
  5. Fill out the details of your email script.
    • The subject displays to your contacts as the email subject line.
    • The description specifies what you’re using the script for.
    • The body contain the script content.
  6. Apply any necessary formatting.
    • The Paste from Word tool removes unnecessary formatting you’re copying in from Word.

      Screen Shot 2018-09-06 at 3.33.28 PM.png

    • The Link tool includes URLs.
    • Tags allow you to add personalization to your scripts.
  7. Click Save.

Create a call script

  1. From Manage on the left navigation panel, select Call Script Library.
  2. Click + Create Script in the top-right corner.
  3. Under Audience, select who your script is designed for by filling out the proper fields (Status, Client Type, Timeline to Transact, and Client Interest.) This will help you locate the script using filters.
  4. Under Type, confirm that this is a Call script.  
  5. Fill out the details of your email script.
    • The subject
    • The description specifies what you’re using the script for.
    • The body contain the script content.
  6. Apply any necessary formatting.
    • The Paste from Word tool removes unnecessary formatting you’re copying in from Word.
    • Tags allow you to add personalization to your scripts.
  7. Click Save.

Gloria Choi September 11, 2018