How to Send Emails From the System

Whether you’re following up with someone who missed an appointment or reaching back out to a group of leads in your pipeline, there are multiple ways to send emails through your ProfitShare Site. Here’s a breakdown of each method and how to use them effectively.

---

✉️ 1. Sending an Email to a Single Contact #

From the Contacts Section: #

1. Go to the Contacts tab in your left-hand navigation.
2. Search for or select the contact you want to email.
3. Click the contact’s name to open their contact card.
4. In the lower center of the contact card, click Email.
5. Compose and send your message directly from there.

From a Missed Appointment: #

1. Go to Calendars > Appointment List View.
2. Locate and select the appointment/contact that missed.
3. When the contact card opens, click Email at the top.
4. Send a quick follow-up message—perfect for rebooking attempts.

---

📣 2. Sending a One-to-Many Email (Campaign Email) #

Use this when you want to send a message to a group of contacts—like students in school, EX agents, or a group tagged for follow-up.

Step-by-Step: #

1. Click Marketing from the left-hand menu.
2. Select Campaigns.
3. Click Create Campaign.
4. Use the email design editor to write your message (simple plain-text works great).
5. Once your message is ready, click Review or Send.

Before Sending: #

• Set the Sender Name and Sender Email.
• Add a Subject Line for your email.
• Choose recipients by selecting Tags (e.g., In-School, EX, Cold Leads).

---

💡 Pro Tips for Re-Engagement Emails #

Short, personal, plain-text emails often get the best results. A few examples:

• To In-School Contacts:
  Subject: Just checking in
  Body: “How are real estate classes going? Do you have a test date yet?”
• To EX Agents:
  Subject: Still in the market?
  Body: “Are you still looking for a brokerage? If so, here’s my calendar: yoursite.com/calendar”

IMPORTANT: your calendar my have a different URL depending on whether you are using Profit Share Sites or a Market Center Growth System.

These emails are fast to write, feel personal, and give recipients a clear next step.

---

✅ Final Step: Send or Schedule #

Once everything looks good, click Review and Send. You can choose to:

• Send immediately
• Or schedule the message to go out at a specific time in the future