GTM Send an Email to a Producer List

This guide will detail the steps in sending an email for a customer (elevator) within the admin system.

Follow the link here for a step-by-step interactive tutorial:

 Instructions

Sending the email:

1. Log in to the admin system, select the account you are sending the email on behalf of.

2. Select the “Email Updates” side bar and the email updates tab.

3. Once in the tab, select “Add new email update.”

4. Choose the message type and click create message.

   1. Within the message, you can attach pictures, links, etc. and save these as “templates” by copying the source code.

5. Add a subject line and content in the content section .

6. Select the time you want to send the email, the site name, and group(s), then hit “Save Email” to complete the process.