Download and Install the MarketSharp Plug-in
Click on
Send Email to get to the send email page
Then click on
Email Current Contact (Example Name) Using Outlook
Close Microsoft Outlook if it is open
Click
Get the MarketSharp M Outlook Addin (each person will need to install this once per computer if they wish to log emails or edit and create templates)
Click
Install
When the install is finished, this message will display
How to Create an Email Template:
Open Microsoft Outlook
Click on the
Add-Ins tab at the top of Outlook
Click
Login to enter MarketSharp M login credentials into Outlook to allow the two to sync.
Once logged in, click New Email from the Home tab to create a new email
Create the template, including a
Subject line.
Merge Fields can be inserted via the
Addins Tab
After the
Template is complete, click
Save As Template on the
Addins Tab
How to Edit a Template:
Click
Open Marketsharp Template, and a box will pop up, choose an email template to edit.
Make the necessary edits, then click
Save as Template
How to Send And Log an Email (from Outlook):
Click New Email from the home tab to create a new email.
Type up the email, including the
To and
Subject fields. Click
Send and Log Email on the
Addins Tab
How to Email via Outlook from MarketSharp:
Go to the
Contact Record, click on the
Send Email link
Then click on
Email Current Contact (Example Name) Using Outlook
Choose which
Template to send to the contact
Choose the corresponding data to merge with the template
Click
Download Outlook Email File
Open the downloaded file, it should automatically open in Outlook.
Send and log the email by pressing
Send and Log Email (this will create an activity in the person’s contact record that an email was sent, and it will send the email at the same time)
NOTE: To log incoming emails a user can click
Log Email
