43 – Fancy Formatting Letters & Emails using RealtyJuggler Real Estate Software


Lets create a RealtyJuggler Mail Form with
fancy formatting. By fancy formatting, I mean styled text, use
of fonts, addition of images, and links. First, I’ll sign into RealtyJuggler. Next, lets upload two files into RealtyJuggler. That way, we can embed them into emails and
printed letters. I’ll click on the “All Files” icon and then
click “New Attachment”. From here, I’ll select a PDF File and upload
it. I’ll convert this PDF file to an embedded
image. That way, there is no need to download the
PDF to see its contents. I do that by checking off the “Convert to
Image” check box. I’ll check “Enable Web Link” as well and describe
the document. I’ll also upload a second PDF document. For this second document I am not going to
convert it to an image. Instead, I am going to use it as a link. Now that I have the two things that I want
to include in my email, I’ll go back to the “Main” section of RealtyJuggler, click on the “Mail” icon, and then click on the “Mail Forms” icon. We are going to create a single customized
letter, however these same techniques can be applied to a Drip letter sequence as well. Click on the “New Mail Form” button at the
top of the screen, and scroll down to the bottom of this form and select from one of the letters in our letter library. This is the easiest way to start out, because
these library letters will already have mail merge variables laid out like we need them. We will also fill in our “Description” and
“Email Subject”. The Description is used to name the letter
is not seen by the recipient of the letter. The Email Subject is the subject of the email and is used if you send the letter by email. RealtyJuggler is unique in how it handles
email and letter templates – We use the exact same templates for both emails as well as printed letters. All we need to do now is to fill out the body
of the letter. For printed letters, don’t include the date
or recipient’s address. That will be automatically added later. I am going to bold some text and change the
font size like this. Next, I’ll add a photo by first clicking where
I want the photo to be inserted and then clicking on the small icon that looks like the Mona Lisa. As you will recall, we converted our PDF document
into an image. I’ll pick that image here. That will add the image to our letter. I can double click on the image to resize
it, and click OK. There is a spell checker built into this field
– if I misspell a word, the word is underlined in red. If I right-click on the misspelled word, I
can correct it. Next, I am going to add a link to that PDF
document I uploaded earlier. I am going to select some text, and click on
the paperclip icon. I’ll select the PDF file we uploaded earlier. Finally, lets add a link to an external web
page. In this case, I’ll type some text, select that text, and then click on this special link icon of a world at the top here. This will allow me to enter a web address
to create my link. I can preview my letter as an email by clicking
on the “Get Sample Email” link here. This sends an email to me with the formatting,
links, and photo added. Now that we have created a custom mail form,
lets use it in a bulk email. From the “Main” screen, I’ll click on the
“Mail” icon and then the “Bulk Email” icon. I’ll select from the “Select mailing To” drop-down
“All Contacts Matching Show Category” and then I’ll pick my category “Newsletter” from
the upper-right corner of the screen. Instead of “Standard” I am going to Change
to “Custom” since I have a custom Mail Form. I’ll pick my Mail Form “Fall Newsletter” from
the “Custom Template” drop-down. I am going to send myself a sample by clicking
on the “Get Sample Email” button and I’ll check my email for that sample. OK, my sample looks perfect, so I am ready
to send my bulk email. I’ll click on the “Create Email Batch” button
and that will schedule those emails to go out to everyone in my “Newsletter” category. I used my custom mail form to send a bulk
email. I can also use a custom mail form to print
letters. To do that, I’ll go back to the “Main” screen
and then click on the “Mail” icon. From here, I can click on “Mass Print
Letters” and follow pretty much the same steps as before. The only difference is that instead of emails,
I will end up with a mail merged Microsoft Word document suitable for printing. I can also use my custom Mail Form for individual
emails, printed letters or even DRIP letters or emails. Information on those capabilities is available
by going to the “Main” screen and then clicking on the “Tutorials” icon.

Leave a Reply

Your email address will not be published. Required fields are marked *