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InterSend AIR System
User Guide


InterSend Terms of Use
InterSend Permission Marketing Policy
Do's and Don'ts - Important Hints & Tips for Success Using InterSend


NOTE: We continuously update our User Guide as we add more exciting features to the InterSend AIR System.


Menu

General Information
Quick Start
Preferences Set First!
Browsing Through the Site
Logging Out
Changing Your Password
Your Account Information Email & Name are Important!
Letterhead - See Applicable Section(s)
Selecting the Default Letterhead
Selecting Letterhead in a Campaign
Changing Letterhead in a Campaign (See Editing a Campaign)
Address Book
General Overview
Viewing Inactive Contacts
Adding a Contact
Removing a Contact
Deactivating a Contact
Reactivating a Contact
Deleting a Contact
Editing Contact Information
Searching for Contact(s)
Contact Categories
Sorting Contacts
Adding a Contact to a Campaign
Deleting a Contact from a Campaign
Status of a Contact
Checking Messages Sent to a Contact
Emailing a Contact
Campaigns
General Overview
Choosing a Campaign
Viewing a Campaign
Viewing Contacts in a Campaign
Adding a Campaign
Editing a Campaign
Deleting a Campaign
Campaign Messages
General Overview
Adding a Message to a Campaign
Editing a Message
Formatting a Message
Testing a Message
Deleting a Message From a Campaign
Returned Email
Checking Messages Sent to a Contact
Emailing a Contact
AIRMail Menu
General Overview
AIRMail Message Vault - NEW!
Creating a New Message
Editing a Message
Sending a Single Email
Sending a Blast
Web Reports
Creating a Report
Editing a Report
Testing a Report
Sending out a Report
Deleting a Report
Web Messenger
Newsletter
Creating a Newsletter
Viewing a Newsletter
Deleting a Newsletter
ActivEdit Editor
General Overview
Referral Network
General Overview
Agent2Agent Talk
General Overview
Forum Categories
To View and Post Topics/Messages


General Information

Quick Start:
The first thing you need to do is set up the Preferences for your account. This is where you tell the system how you want your campaign messages to look. You need to enter a Signature that will be included at the end of each of your messages, choose the Salutation format that you prefer, and choose the Letterhead that you want all of your messages to be sent on.

To set up your Preferences...
Select the Preferences button on the left-side menu.

  • Signature
    Enter your Signature information. This Signature will appear at the end of each message sent so it is very important that you have all contact information and any other information that you want every contact to see. For Example:

    Sincerely,
    Stan Sweet
    InterSend AIR System
    Customer Service
    (877) 247-3843
    service@intersend.com

    www.intersend.com

    "Automated Marketing Concepts"
    See our Basic HTML section for instructions on how to add formatting to your Signature (colors, bold, clickable links, etc)

  • Salutation
    Select the Salutation format that you prefer from the drop-down list. The Salutation is what will "greet" your contacts. Select the one that best fits you and the impression you wish to make on your contacts.
    (NOTE: $FirstName and $LastName will be replaced with the firstname and lastname of each contact)

  • Selecting the Default Letterhead
    Select the letterhead that you prefer from the drop-down list. Click on "See Examples" to view graphics of the different letterhead choices before you decide. To use customized letterhead, see Customized Letterhead. This will show you examples of what you can have created for you and will give you prices. Your customized letterhead selection(s) will be listed above the other letterhead selections in the drop-down box on the Preferences page. You can have more than one customized letterhead, and you can still select any other letterhead whenever you'd like.

    To set up your Account Info...
    Select the Account Info button on the left-side menu.

    You must make sure that when you signed up, you entered your first and last name as you want them to appear in the "From" portion of the messages that will be sent out and that you entered the email address that you want all the messages to be coming from. Make changes if needed.
    (NOTE: If you make changes to your Account Info, you must logout and log back in for the changes to take effect.)

    Sending a test campaign message to yourself...
    Select the Campaigns button on the left-side menu.

    You can send yourself a test message to see if you have everything set up the way you want. Choose a Campaign, then click on "Test" to the right of the campaign message that you want to test. Type in your email address in the "To" box (so you will receive the message) then click "Send." You will receive 2 email messages, a text version and a graphic version. When your campaign messages are sent, both versions will be sent in one message (The version your contacts will see will depend on what email program they are using.) When you receive these test messages, make sure the From Name and Email Address are correct, the Salutation is how you want it, the signature of the message is how you want it and the Letterhead is correct.

    Once you have your Preferences and Account Information setup, you are ready to start entering your contacts and then adding them to the campaigns of your choice.



    Preferences:
    Preferences are important and should be set up before you do anything else. You can change your Signature, Salutation, and choose the Letterhead you like best. (More preferences will be available very soon).

    Signature:
    Since your Signature will appear at the end of each message sent, it is very important that you have all of your contact information here, in addition to any other information that you want every contact to see.

    For Example:

    Sincerely,
    Stan Sweet
    InterSend AIR System
    Customer Service
    (877) 247-3843
    service@intersend.com

    www.intersend.com

    "Automated Marketing Concepts"

    To set (or change) your Preferences:

    • Click on "Preferences" on the left-hand menu.
    • In the Signature box, type in your contact information...name, title, company name, your web site address, etc.
    • Make sure to include your slogan, as it is a catchy way to help contacts remember you and your site.
    • Then click on "Edit Preferences," and when you see "Change successful," your preferences have been set up (or changed).

    Salutation:
    How would you like the messages your contacts will receive to begin? What style of salutation best suits you? To select the one you like best:

    • Click on "Preferences" on the left-hand menu.
    • Click on the Salutation box.
    • Select a Salutation from the drop-down menu.
    • Then click on "Edit Preferences," and when you see "Change successful," your preferences have been set up (or changed).

    Letterhead:
    You can choose the type and color of letterhead that you would like to use for your messages (see Letterhead). The choices combine red, green and blue in a variety of ways. You can also have one or more customized letterheads (see Customized Letterhead for examples and prices). The customized letterhead can be created to your specifications and can include photos, logos, or other graphics.

    To choose the letterhead that you feel will be the best for your image:

    • Click on "Preferences" on the left-hand menu.
    • Click on the Letterhead box.
    • Select a letterhead from the drop-down menu.
      • Your customized letterhead selections will be listed above the other selections in the drop-down menu.
      • You can click on "See Examples" to see what each regular letterhead looks like.
    • Then click on "Edit Preferences," and when you see "Change Successful," your letterhead has been changed.


    Browsing Through the Site:
    As a general note, it is best to use the menu on the left and links on the pages to navigate through the system rather than using "Forward" or "Back" buttons on your browser. This is because we are using Session settings while you are logged in so the system knows who you are as you go about your business. Most of the time using the "Forward" or "Back" buttons will work just fine, but occasionally you will get a page has expired error (mostly on pages where data was passed). If you get an error, simply hit "Refresh" or "Back" on your browser until you get back to an AIR system page, then you can click on the menu item of your choice and go about your business as before.



    Logging Out:
    It is very important to LOG OUT rather than just closing your browser or going to another web site. Logging out will close your current session, so if you or someone else on the same computer goes back to the InterSend web site they will have to log back in. If you do not log out, it takes about 15 minutes for the session to timeout and close automatically. During this time, anyone that goes to the InterSend web site on the same computer will NOT have to log in and will have access to your account. Logging out is very quick and easy. Simply click on "Log Out" on the left-side menu or top-right of your screen...and that's it! Your session is closed.



    Changing Your Password:
    This System lets you change your password quickly and easily. Just click on "Change Password" on the left-side menu, type in your old password in the form that comes up, then type in your new password, confirm it and click on "Change Password" just below the form. If you change your mind and want to keep your old password, not a problem. Click on "Reset" before you click on "Change Password" and it stays the same.



    Your Account Information:
    You can change your personal account information at any time. Click on "Account Info" on the left menu and make desired changes. Make sure that your first and last name are as you want them to appear in the "From" portion of the messages that will be sent out and that the email address is what you want all the messages to be coming from. Your billing information is also entered here.


    Address Book

    General Overview:
    When you click on "Address Book" (on the left-hand menu), you will see how easy we have made it to keep track of your contacts. Your contacts are listed on numbered pages, 15 to a page; you can easily move from page to page by clicking on the appropriate number at the bottom. You will first see all of your active contacts listed along with two links: "Add New Contacts" and "View Inactive Contacts" with the number of inactive contacts indicated. Adding new contacts is explained in the next section.

    Viewing Inactive Contacts:
    To view inactive contacts, click on that link. The contact's name and email address are shown, and the list can be sorted in the same ways as the active list. The status will read one of two ways:
    1. Opt Out
    2. Deactivated
    If the status reads "Opt Out," the contact has chosen to remove themselves through the automatic process (see Removing a Contact). The contact cannot be reactivated or deleted. This is to honor their wishes and ensure that they will not receive future emails from you; this also prevents their email address from accidentally being added to your contact list again.

    A "Deactivated" status says that you, the user, have deactivated them. The main reason this might be done is if the email address was bad (you had sent a campaign message to them and received an email indicating the mail could not be delivered for some reason). A deactivated contact can be deleted or reactivated at any time. (See Deactivating a Contact for further information.)

    Adding a Contact:
    It is easy to enter contacts--they can be entered manually or automatically. You can add your new contacts to a campaign at the same time that you are adding them to your database, in addition to adding them to as many categories as you would like to (see Contact Categories). To have your contacts added automatically by adding a form to your web site, see Auto Add.
    • To add manually, click on "Address Book" on the left menu. This brings you to a screen where you can view the active contacts you currently have in your Address Book.
    • Click on "Add New Contact."
    • Fill in the information you wish to have in this file.
    • Select a campaign to add the new contact to (if desired).
    • Select the category or categories you wish to add the new contact to.
    • Click "Add Contact."
      • The only required fields are the first name and the email address.
      • Duplicate names are accepted, but duplicate email addresses are not.
      • If you do not know the first name, you can enter something generic, such as Homeowner or Future Homeowner.
    Removing a Contact:
    Contacts can be removed from your active mailing list in two ways: by the contact requesting removal or by you removing the contact from your list.

    Contact Initiates Removal:
    At the bottom of each email your contacts receive from you, they have the option to be removed from the mailing list.

    • They click on a link at the bottom of the email which takes them to a form.
    • They are requested to confirm that the email address shown is their address.
    • They then click on "Please Remove Me."
    • Their status on your contact list is automatically changed to "Opt Out" to prevent accidental mailings to them in the future.
    • An email is also generated automatically and sent to you so that you are notified of this removal.

    Deactivating a Contact:
    Deactivating a contact means that the contact will not show on your active screen, but all of the information is still in the system. The difference between deactivating and deleting a contact is that deleting a contact permanently removes all of the contact's information from your database.

    • Click on "Active" under the "Status" column to the right of the contact's name. This takes you to a page showing the contact's information.
    • Click on "Deactivate Contact" and in a few seconds, the screen will say that the deactivation was successful.

    Reactivating a Contact:
    Reactivating a contact is simple.

    • When you are at the Inactive page, simply click on "Deactivated" under the "Status" column. This takes you to a page showing the contact's information.
    • Click on "Activate Contact," and when you see "Activation successful," you know the contact is now active.

    Deleting a Contact:
    To completely delete a contact:

    • When you are at the page showing all active contacts, click on "Delete." This brings you to a screen that shows all of the contact's information.
    • Click on "Delete Contact" at the bottom of the page, when you see "Delete successful," then you know the contact has been deleted.
    • Remember: deleting a contact is permanent.
    Editing Contact Information:
    Editing the information on any of your contacts is easy.
    • Click on the appropriate name and you're taken to a page where you can view the contact's information.
    • Click on "Edit Contact" and a form will come up with their information already entered.
    • Change or add the information as you want.
    • Add or remove them from your specific categories if you wish (see Contact Categories).
    • When your changes have been made, click "Change Contact." When you see the phrase, "Settings change successful" in red, then the record has been successfully updated.
    Searching for Contact(s)
    Find the contact you are looking for by using the convenient "Search" feature. The key to this feature is that it will search for any text you enter in the box--and it will search both the name and email address fields of your contacts.

    Be as specific as you can. For instance, typing in "jones" will return all contacts who have "jones" in the first or last name or in the email address. Typing in only a "j" will return all of the contacts who have a "j" anywhere in their first or last name or in their email address. You can also search for partial or whole email addresses.

    Contact Categories:
    Categorizing your contacts allows you to send email blasts to specific groups of people (to notify all of your contacts interested in townhouses that several have just come out on the market, for instance) and to track and/or sort them by the criteria you choose. The categories are like keywords, and contacts can be assigned to one or more categories--or none. You can have simple category names (such as "Buyers") or creative names (such as "First Time Buyer").

    It is easy to create or delete categories and to add or delete contacts from them. Click on "Category Maintenance" in the yellow box at the upper right corner of your screen, then:
    • To add a category: type in the name of the category and click on "Add Category."
    • To delete a category: click on "delete" to the right of the category's name.
    • To add new contacts to one or more multiple categories, use the "Add New Contact" form. (For help, see Adding a Contact.)
    • To add or remove contacts to or from any existing category, go in as if you are editing their information and change the information in the yellow box in the upper right corner. (For help, see Editing Contact Information.) If you are only changing the categories, you do not need to submit the changes. Select the categories as you would like them to be added or deleted and then click "Add to Selected Categories" or "Remove from Selected Categories" as appropriate and then click "Back to Address Book."
    • To view all of the contacts in a category: select the category you want to view and then click on "Search" in the yellow box in the upper right corner of the page.
    Sorting Contacts:
    You can sort your contacts by name, email address or date entered, simply by clicking on the appropriate heading. You can also sort them by the categories you have assigned them to (see Contact Categories). Sorting by name will alphabetize your contacts by their first name. Sorting by email address will, naturally, alphabetize contacts by their email address. Sorting by date entered will sort your contacts by the date they were entered into the System.

    Sorting by date entered is a very useful feature that can be used after entering a number of new contacts. When you are ready to assign them to campaigns, you won't need to wander through your whole list trying to remember who was just added. Instead, just click on "Sort by Date Entered," and they will be sorted with the most recent at the top of the list.

    Adding a Contact to a Campaign:
    You can add your contacts to a specific campaign(s) when you are looking at your list of active contacts. You can also add your new contacts to a campaign at the same time that you are adding them to your database. In addition, you can view which campaign(s) any contact is in by clicking "Campaigns" to the right of the contact's name. (You can then view the campaign messages sent by then clicking on "View" to the right of the campaign name.)
    • Check the box by the contact(s) to be added to a specific campaign.
    • Click on "Add Selected to a Campaign."
    • Select the appropriate campaign from the pull-down menu.
      • Note that the name(s) you are adding are listed to the left of the campaigns. This is a good way to double-check that you are including everyone you want to include in that campaign.
    • Click "Add Contact" and in a few seconds you will see a message indicating that the contact(s) have been added.
      • Again, the names are listed on the left for your review.
    Add contacts to different campaigns by then clicking "Address Book" on the left-hand menu and repeating these steps as many times as you like.

    Deleting a Contact From a Campaign:
    To delete a contact from a specific campaign:
    • Click on "Campaigns" on the left menu.
    • Click on "Contacts" to the right of the appropriate campaign.
    • Select the contact(s) you want to delete, then click on "Remove Selected From Campaign." The contact(s) is then removed.

    Status:
    The Status of a contact is either Active or Inactive. When you view your Address Book you will see a list of Active contacts. Click on View Inactive Contacts to view a list of your Inactive contacts. They are broken into two categories:
    1. Opt Out - If the status reads "Opt Out," the contact has chosen to remove themselves through the automatic process (see Removing a Contact). The contact cannot be reactivated or deleted. This is to honor their wishes and ensure that they will not receive future emails from you; this prevents their email address from accidentally being added to your contact list again.

    2. Deactivated - A "Deactivated" status says that you, the user, have deactivated them. The main reason this might be done would be if the email address was bad (you had sent a campaign message to them and received an email indicating the mail could not be delivered for some reason). A deactivated contact can be deleted or reactivated at any time. (See Deactivating a Contact for further information.)
    Checking Messages Sent to a Contact
    You can review which emails have automatically been sent by your InterSend account at any time. Simply click on the "Campaign" link to the right of the contact in question. Then click on "View" next to the appropriate campaign and you will be viewing the messages that have been sent to that contact.

    Emailing a Contact:
    Emailing a contact has never been easier! All you need to do is click on their email address, and an email form with their address already in it will pop up. Type in your message and click "Send."


    Campaigns

    General Overview:
    The InterSend AIR System's Realtor account comes with 16 professionally-written email marketing campaigns and the Lender account comes with 11 campaigns. You can use these pre-written campaigns as they are, modify them to fit your needs, and/or design your own. To view the available campaigns, click "Campaigns" on the left-hand menu. The page that comes up lists all of the pre-written campaigns and gives you the option to create a new campaign.

    Selecting Letterhead in a Campaign:
    You can also create a more personalized impression by selecting different letterhead for various campaigns (see Adding a Campaign). You can use the standard letterhead that is provided with your account or customized letterhead. To use customized letterhead, see Customized Letterhead. This will show you examples of what can be created for you and will give you prices. You can have more than one customized letterhead, and you can still select any other letterhead whenever you'd like.

    Choosing a Campaign:
    Which campaign do you start with? This is a very important part of the system. You will need to evaluate your business in order to decide. If you want to work with past clients, then choose the “Stay-in-touch” campaign. If most of your leads are buyers, use the “Buyer Campaign.” If you choose to work with For Sale By Owners, use the FSBO campaign. You get the picture. Whatever the decision, make sure you read the campaign. Put your individual style into the messages. Add P.S.’s, your promotions, etc. The first message is the most important one. For example, in the “Stay-In-Touch” campaign, you will want to re-introduce yourself to your past clients. In the FSBO campaign, you may decide to see the prospect first, and then send the letter. Your initial message should reflect that. Remember, the campaigns are most effective when they sound personal.

    Viewing a Campaign:
    To view a campaign:
    • Click on "Campaign" on the left-side menu. A list of the campaigns will come up.
    • Select the campaign you want to view and click on it. You will see a list of all messages contained within the campaign, along with when each message will be sent and the options of editing, deleting, or testing each message (see Messages for further information).
    Viewing Contacts in a Campaign:
    We have made it very easy to view the contacts you have assigned to a certain campaign. Click on "Campaigns" on the left menu, then click "contacts" to the right of the campaign you wish to view. The contacts are then listed for you along with their office and home phone numbers and their current status.

    Adding a Campaign:
    To add a campaign:
    • Click on "Create a New Campaign" on the campaign list page.
    • Fill in the title for your new campaign.
    • Complete the description for your campaign. Make sure you describe it well enough so that in a few months, you can easily determine the purpose of the campaign from the description.
    • Select the letterhead you would like.
      • Your customized letterhead selections will be listed above the other selections in the drop-down menu.
      • To see examples of the standard letterhead, click "See Examples."
      and click on "Add Campaign."
    • Return to the campaign page and click on the new campaign.
    • Then click on "Add Campaign Message" and fill in the information for the first message to begin adding messages (for further information, see Messages).
    Editing a Campaign:
    You can change the title or description of the campaign easily. You can also change your letterhead selection at any time. When you have selected a specific campaign, click on it and follow these steps:
    • To change the title or description of the campaign, click on "Change Campaign Title/Description" at the top of the Campaign page.
    • Type in the information you'd like shown for the title/description.
    • To change your letterhead, simply select your new choice in the drop-down box near the top of the Campaign page.
    • Click "Change Campaign Info."
    • To edit a particular campaign by changing, adding, or deleting messages, see Messages.
    Deleting a Campaign:
    An entire campaign can be easily deleted by clicking on "Delete" found to the right of the campaign name. Just click, confirm you want it deleted, and it's deleted.


    Campaign Messages

    General Overview:
    A campaign is comprised of a set of messages. They are essential to an efficient campaign. You can add messages, delete them, edit, and even test them. Since messages are the components of the campaigns, you access messages through the Campaign screen. Click "Campaigns" on the left menu to follow the next set of instructions. All instructions for this section will assume you are looking at the Campaign screen.

    Adding a Message to a Campaign:
    To add a message to a specific campaign, choose the campaign that you want to add the message to and click on that campaign.
    • Click on "Add Campaign Message" above the list of messages.
    • Type in the information as you want your contacts to see it.
      • Subject: This will be the subject of the email that your contacts will receive. It should be descriptive and catchy to make them want to click on your message to read more.
      • Send Day: This is where you decide when the message should be sent. Should it be sent immediately? Or 3 days after they were assigned to the campaign? Or 14 days? Or 130 days? Your decisions will be based on the content of the messages and your style of prospecting. Remember, though, that although you do not want the contact to feel harrassed by too many emails too quickly, neither do you want them to forget you.
        • You can also make the send day "0," which means the message will be sent to the contact as soon as they are assigned to the campaign. This is a good idea for the first message in each campaign; it shows them right away that you mean what you say and really will get back to them quickly.
        • Remember that your contacts will not see the "Send Day" field in their emails.
      • Body of the Message: Now click in the large white area (called the ActivEdit WYSIWYG HTML editor) and type your message.
        • Note: The ActivEdit editor allows you to easily format your text, create tables and links and much more. For further instructions on using the ActivEdit editor, see the ActivEdit editor.
      • Your Signature: This information will automatically be inserted between the body of the message and the Post Script (P.S.).
      • P.S.: This area can be used for any brief thoughts you want emphasized at the end of the message after your Signature, such as reminding your contacts that you're available 24 hours a day, asking them a pertinent question, etc.
    • Click "Add Message" and the message is added. Another blank form comes up so that you can easily add as many messages as you'd like to.
    Editing a Message:
    We have made editing a message simple.
    • Click on the campaign containing the message you would like to edit.
    • Click on "Edit" to the right of the message you want to edit.
    • Click in the large white area (called the ActivEdit WYSIWYG HTML editor) and make your changes as desired.
      • Note: The ActivEdit editor allows you to easily format your text, create tables and links and much more. For further instructions on using the ActivEdit editor, see the ActivEdit editor.
      • Remember: your signature will be automatically inserted.
    • Click on "Edit Campaign Message" and wait until you see the confirmation message at the top of the page.
    • To continue editing messages in the same campaign, click "Return to this Campaign" and proceed.
    • To edit messages in a different campaign, click on "Campaigns" on the left menu and then proceed.
    Testing a Message:
    Testing a message is a quick, useful way to see how the message will look when your contacts receive it. It instantly sends you the message for evaluation. To test a message:
    • Click on the campaign containing the message you would like to test.
    • Click on "Test" to the right of the message.
    • Fill in your email address (so that you will receive the message).
    • Click on "Send Test Campaign Message," and watch for the confirmation message.
    • Click on "Return to this Campaign."
    • Check your email and read the message that should have just arrived (depending on your Internet Service Provider).
    • Evaluate the message and, if you want to make changes, edit the message.
    Deleting a Message From a Campaign:
    • Click on the campaign containing the message you would like to delete.
    • Click on "delete" to the right of the appropriate message.
    • Confirm by clicking on "Delete Campaign Message" and watching for the confirmation message.
    • Then return to the the list of messages.
    Returned Email:
    Messages "bounce" (are returned) for a variety of reasons. These include: the wrong email address, their account was closed, a typo was made or that their account was full (over quota).
    • When you receive notification from InterSend that a message has bounced, you need to look at the reason the message was returned.
    • If your contact's account was too full, you do not have to do anything--and, hopefully, by the time another message is sent to that contact, they will have cleared their account.
    • If their account was closed or it is the wrong address, you need to deactivate or delete the contact. Failure to deactivate or delete contacts when necessary:
      • Takes up extra space and "junks" up your email account.
      • Wastes system resources.
      • Clogs the Internet with bad email that takes up bandwidth.
    For help on deactivating or deleting contacts, please see the appropriate sections.


    AIRMail Menu

    General Overview:
    This feature, found by clicking the "AIRMail Menu" button on the left-hand menu, is designed to let you easily email a one-time message to a single contact, all of the contacts in a particular campaign or to other agents. It automatically inserts your Signature in the body of the message. When you send the message, your Salutation and Letterhead are included just as you have them in your preferences.

    AIRMail Message Vault:
    This is a great way to create and save one-time messages. They can be sent to single user or as a blast to all of your contacts, as well as to an entire campaign or category. Since they can be saved, it's quick--and easy--to edit them for future sendings. This is real handy for making cusomized changes that only apply to one particular mailing. For instance, you can save a listing announcement message and only need to change the address each time you send it. You can also delete any of these messages when they're no longer needed. Spice them up by adding in HTML code--bold and center your headings, for example, or put phrases in italics.

    Selecting Letterhead in the AIRMail Message Vault:
    You can also create a more personalized impression by selecting different letterhead for various AIRMail messages. You can use the standard letterhead that is provided with your account or customized letterhead. To use customized letterhead, see Customized Letterhead. This will show you examples of what can be created for you and will give you prices. You can have more than one customized letterhead, and you can still select any other letterhead whenever you'd like.

    If you choose to use one of the sample emails provided, make sure you personalize it by adding in your own information, such as the url for a listing. You do not need to include a salutation; it is automatically inserted from your preferences, as is your signature. Remember to send a test email to yourself first to make sure it is the way you want it.

    Creating a New Message:
    To create a new message:
    • Click on "AIRMail Menu" on the left menu.
    • Click on "AIRMail Message Vault."
    • Click on "Create A New Message."
    • Enter a short, descriptive phrase in the "Title" box that will encompass the basic message--this is for your reference only and will not be seen by your contacts.
    • Enter a short, descriptive phrase in the "Subject" box describing the content of the message for your contact. (This is the phrase that will appear as the subject in the email your contacts receive.)
    • Click in the large white area (called the ActivEdit WYSIWYG HTML editor) and type your message.
    • Note: The ActivEdit editor allows you to easily format your text, create tables and links and much more. For further instructions on using the ActivEdit editor, see the ActivEdit editor.
    • Remember: do not add either the salutation or your signature; they will be automatically entered for you before the message is sent.
    • Click on "Add Message."
    Editing a Message:
    There are two ways to edit a message. To decide which one to use, first consider: do you want the original message changed or do you only want it changed for this sending?

    To edit an original message:
    • Click on "AIRMail Menu" on the left menu.
    • Click on "AIRMail Message Vault."
    • Select the message you wish to edit and click on "Edit" to the right of the message.
    • Click in the large white area (called the ActivEdit WYSIWYG HTML editor) and make your changes.
    • Note: The ActivEdit editor allows you to easily format your text, create tables and links and much more. For further instructions on using the ActivEdit editor, see the ActivEdit editor.
    • Remember: the salutation and your signature are automatically entered for you before the message is sent.
    • Click on "Edit Message."

    To edit a message for one sending only:
    • Click on "AIRMail Menu" on the left menu.
    • Click on "AIRMail Message Vault."
    • Select the message you wish to edit and click on either "Send Single" or "Send Blast" (for additional information on these, see the Sending a Single Email or Sending a Blast sections).
    • Click in the large white area (called the ActivEdit WYSIWYG HTML editor) and make the desired changes in the body of the message.
    • Note: The ActivEdit editor allows you to easily format your text, create tables and links and much more. For further instructions on using the ActivEdit editor, see the ActivEdit editor.
    • Send the message as usual.
    • Note: Messages edited in this way will not change the original message; this is effective for one sending only.

    Sending a Single Email:
    To send an email to a single contact:
    • Click on "AIRMail Menu" on the left menu.
    • Click on "AIRMail Message Vault."
    • Decide which message you would like to send and click "Send Single" to the right of that message.
    • Type in the email address you'd like the message sent to in the "To" box.
    • Very Important: In the body of the message, make sure to type in your contact's name in the salutation. You will see that the salutation from your preferences has been automatically inserted, but it will be generic. (For example, if your preferences specify to use the contact's first name, the body of your message will begin with "Hi FirstName." Be sure you type in the contact's name and delete "FirstName.")
    • Since your signature is already inserted for you, just click "Send AIRMail Vault Message" and your message will be sent.

    Sending a Blast:
    To send an email blast:
    • Click on "AIRMail Menu" on the left menu.
    • Click on "AIRMail Message Vault."
    • Decide which message you would like to send and click "Send Blast."
    • There are two ways you can select the contacts you want to send this message to.
      1. By Campaign: click on the first drop-down box to select the campaign you would like. You can also select "All Contacts" in this drop-down box to send it to all of your contacts.
      2. By Category: click on the second drop-down box to select the category you would like.
    • Click "Send Email Blast." Be sure to only click this once; otherwise, your contacts will receive your message multiple times.

    Web Reports:
    Reports, while similar to campaigns and their messages, are different in that they give your contacts additional information that is too long to be contained in a message. This information is often specifically requested by your contact. The reports have been grouped by category to help you find the one you want.

    Click "AIRMail" on the left menu to follow the next set of instructions, then select "Web Reports." All instructions for this subsection will assume you are looking at the Reports screen.

      Creating a Report:
      To create a report:

      • Click on "Create a New Report" on the report page.
      • Type in the category in the "Category" box. This category is where the System will put the new report.
        • Carefully consider the category you put the report in. This will be your method of locating the report. Make sure you put it in a logical category.
      • Type in a brief summarization of the content of the report in the "Subject" box.
      • Click in the large white area (called the ActivEdit WYSIWYG HTML editor) and enter the information into the body of the report.
      • Note: The ActivEdit editor allows you to easily format your text, create tables and links and much more. For further instructions on using the ActivEdit editor, see the ActivEdit editor.
      • Click "Add Report."
      • After receiving the confirmation message, you can either continue to add reports by repeating these steps or return to the reports page.

      Editing a Report:
      Editing a report is easy.

      • Click on "Edit" to the right of the report you want to edit.
      • Click in the large white area (called the ActivEdit WYSIWYG HTML editor) and enter the information into the body of the report.
      • Note: The ActivEdit editor allows you to easily format your text, create tables and links and much more. For further instructions on using the ActivEdit editor, see the ActivEdit editor.
        • If you change the category the report is in, remember the name of the new category.
        • Remember that your signature will be automatically inserted.
      • Click on "Submit Changes" and wait until you see the confirmation message at the top of the page.
      • Click on "Return to Reports" to edit a different report and follow the steps above.

      Testing a Report:
      Testing a report is a quick, useful way to see how a report will look when your contacts receive it. You can instantly receive your report to ensure that the content and appearance is how you want it.

      To test a report:
      • Click on "Test" to the right of the report you want to review.
      • Fill in your email address (so that you will receive the report).
      • Click on "Send Test Report," and watch for the confirmation message that the report was sent.
      • Click on "Return to Reports."
      • Check your email, read the report that should have just arrived (depending on your Internet Service Provider).
      • If you want to make changes, then edit the report as outlined in Editing a Report.

      Sending out a Report:
      To send out a report:

      • Decide which report you want to send, and click on "Send" to the right of that report.
      • In the "To" box, type the address where you wish to send the message.
      • Click on "Send Report" to send it.
      • You will soon receive a confirmation that the message was sent and where it was sent.

      Deleting a Report:
      A report can be quickly deleted by simply clicking on "Delete" found to the right of the report name. Just click, confirm you want it deleted, and it's deleted!
    Web Messenger:
    A fantastic way to send one email to one person, this feature is much like the Email Blast. Your signature is inserted into the body of the text, and the Salutation is automatically inserted (from your preferences) when the message is sent.

    There are two ways to access and utilize the Web Messenger:
    1. Click on "Address Book" on the left menu.
      • Click on the email address of your contact.
        • Note: The email address is automatically inserted into the "To" box.
      • Type your subject in the "Subject" box.
      • Click in the large white area (called the ActivEdit WYSIWYG HTML editor) and type your message in the body of the message.
      • Note: The ActivEdit editor allows you to easily format your text, create tables and links and much more. For further instructions on using the ActivEdit editor, see the ActivEdit editor.
      • Click on "Send Web Message."
      • A confirmation will then appear, confirming that the message has been sent and showing the address.

    2. Click on "AIRMail" on the left menu.
      • Select "Web Messenger."
      • In the "To" box, type the address where you wish to send the message.
      • Type your subject in the "Subject" box.
      • Click in the large white area (called the ActivEdit WYSIWYG HTML editor) and type your message in the body of the message.
      • Note: The ActivEdit editor allows you to easily format your text, create tables and links and much more. For further instructions on using the ActivEdit editor, see the ActivEdit editor.
      • Click on "Send Email Blast" to send it.
      • You will soon receive a confirmation that the message was sent and where it was sent.
    Newsletter:
    Keep in touch with your contacts by using your very own, personalized newsletter! Send it out every couple of months, once a month or every few weeks. You can include anywhere from 1 to 3 articles in each newsletter. It can be sent to all of your contacts or only to a specific campaign.

    This newsletter is sent out on our "Housing Market Update" newsletter letterhead. In addition to selecting a name for your newsletter, you can include anywhere from 1 to 3 articles and their titles. Your newsletter is saved so that you can later send it to individuals who are interested receiving your newsletter. You can also send it to contacts who signed up after the newsletter was sent.

    To get into the newsletter feature:
    • Click on "AIRMail Menu" on the left menu.
    • Click on "Real Estate Newsletter."
    Your 3 options at this point are: create and send a new newsletter out, view prior newsletters or delete newsletters previously sent.

    Create and send your own newsletter!
    • Click on "Send New Newsletter."
    • Select who to send your newsletter to (a specific campaign or to all contacts).
    • Type your newsletter title in the "Newsletter Title" box. Be careful to be accurate here, as this is the primary focus of the current newsletter. The title, along with the date you enter, will become the subject and will be your way of identifying which newsletters contain what information.
    • Type the date you want shown in the "Newsletter Date" box (depending on the frequency of your newsletter, you can select a month and year, a month, date and year, etc.).
    • Type in the title for Article 1 in its box.
    • Type in the body of Article 1 in its box.
    • Repeat for Articles 2 and 3 (if desired).
    • Click on "Send Newsletter" to send it out.
    • Click on "Back to Newsletter Maintenance" at the top after the newsletter has been sent. A copy of the newsletter will be saved at this point for future use and reference.

    To view sent newsletters:
    • Click on "View Sent Newsletters." A list of newsletter subjects and their dates will appear, in addition to the date the newsletter was sent.
    • Click on the subject corresponding to the newsletter you wish to view or send again.
    • You can then review the newsletter again (if desired).
    • Type in the email address of the contact you wish to send the newsletter to. Saved newsletters can only be sent to one person at a time.
    • Click "send." The confirmation message will show the email address the newsletter was just sent to.
    • Select to either go back to newsletter maintenance or back to this current newsletter and continue.

    To delete previously sent newsletters:
    • Click "View Sent Newsletters."
    • Click "Delete."
    • Then click "Delete this Newsletter."
    • You will receive a message confirming that the deletion was successful. You can then go back to "Newsletter Maintenance."

    ActivEdit Editor

    General Overview:
    The ActivEdit editor allows you to easily format your text, create tables and links and much more. You can also use bullets--even insert pictures. It is very easy to use, and you can keep things simple or make them as complex as you like. Experts can even toggle to the HTML mode and edit in straight HTML. All of the common formatting functions, such as bold, italics, text sizes, etc., are available on the editor toolbar. Here are some of the things you can do using the ActivEdit editor:
    • Format text
    • Cut, copy, paste
    • Align text
    • Add bullets
    • Insert special characters
    • Insert tables
    • Insert images
    We will be using the ActivEdit editor in many areas of our Web site. To learn how to use this, go to the ActivEdit Tutorials. This tutorial will teach you step-by-step how to use the editor. For additional information on using the ActivEdit editor, see the detailed ActivEdit editor instructions.


    Referral Network

    General Overview:
    The InterSend AIR System Referral Network is an easy way you can earn money--by referring family, friends and colleagues to us and receiving a free month of InterSend Basic Services for each referral who joins! To learn more, click on Referral Network.


    Agent2Agent Talk

    General Overview
    The Agent2Agent Talk Forums section is for real estate professionals to share ideas with each other, to find hints and tips to using the InterSend AIR System and to learn about new features and updates to the System. You can browse the topics in the forums, post messages, change your Agent2Agent Talk forum preferences and profile, look at the forum FAQs and send private messages to other InterSend users. Any changes made to your settings in the forums section will not affect your settings/preferences in your InterSend account. Go to this Forum by clicking on the "Agent2Agent Talk" link on the left-hand menu.

    The Agent2Agent Talk Forums section is broken up into 2 categories: Agent2Agent and InterSend AIR System.

    Agent2Agent Category:
    This category contains forums related to real estate professionals communicating with each other. The current forums are:

    • HOT Listings ~ HOT Buyers
    • Real Estate WebTips
    • Recommended Services and Products
    • General Real Estate Topics

    This is a great place for asking questions and sharing your ideas and solutions with others.

    InterSend AIR System Category:
    This category contains forums related to the InterSend AIR System. The current forums are:

    • Site News
    • Questions About InterSend
    • Suggestions
    • InterSend Success Stories

    This forum will let you easily find out the latest features and updates to the InterSend AIR System and hints and tips to using the System. This is a great place to offer suggestions for improving our System and any features you would like to see added. We'd also love to hear how InterSend AIR System has helped you!

    To View and Post Topics/Messages:
    To view the topics in a forum, click on the forum title..."Site News" for example. You will see all the topics in that forum (Topics are like a subject of converstion. If you have something to say about a topic you can reply to it and others can reply also, creating a thread or conversation.) You can read about the topics that interest you by clicking on the topic title. You will see the entire message and any replies to that topic message. You can post a message to this topic by clicking on the "Post Reply" button or if you want to post something on a different subject (topic), click on the "Post New Topic" button. When posting a new topic, make sure you are in the most appropriate forum for your new topic.

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