1. Open a Lead in your Leads tab.
2. On the top right corner of the page, select the dropdown arrow in the Owner section.
3. In the Owner section, select the entry and change it to yourself.
4. Once the Owner shows your name, save the record update.
5. Select ClickDimensions Quick Send on the top navigation bar.
If the button does not appear on the navigation bar, select the three vertical dots to show more options; it should appear there.
6. Select an Email Template at the top of the Quick Send window to load a template.
7. When the template loads, select Open Editor to make edits.
The email templates contain dynamic fields that will automatically fill in using data from the lead or contact record. For example, "Hello Professor ${Recipient.Lead.lastname[0]!””}" will autofill with the recipient's last name. DO NOT try to edit these fields in the email template.
8. Select the content box you want to edit.
For example, in this template you would change the time availability options to suit your needs.
9. Select "Save" in the top left corner of the window.
10. Select the linked video section to update video links or add a blog article.
11. Select the video or content box you want to update.
Selecting an element will open a menu panel on the right side of the window. To change the link, select "Edit URL." If you change the video URL, you will also need to change the text under the video by selecting it to make the text line editable. You can delete the entire content block by selecting "Delete Block."
12. When you are done editing, you can select "Test & Preview" to check the email, or "Save & Close" to close the edit window.
13. Select "Send" from the Quick Send menu on the bottom right.
14. A record of the email is added to the Timeline in the Contact Record. When a reply is received, it will go to this Timeline as well as your Outlook.
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