Easy and Effective Email Blasts and Newsletters

Video Transcription

00:00
Welcome back. In this video series, we're exploring the key features of the Agent Elite Max platform, a powerful tool designed to help agents maximize lead potential, save time, grow their business faster, and close more deals. In a previous session, I covered marketing automations, including text and email campaigns. Today, I'll dive into a time-saving feature within the Communications tab. In this video, I'll focus on emails.

00:29
how to create email blasts, newsletters, and any other type of content that you wanna send to your prospects. The Agent Elite platform makes this process simple and efficient. I'll walk you through how to create an email blast and how to use the Agent Elite Max platform to send a newsletter to your lead list. To get started, click the Communications tab at the top of the screen. In the left sidebar, you'll see that you're already in a new email.

00:57
We're going to start this like any other email. Let's put a subject line in there.

01:03
Alright, now that we've put our subject line in, now we need to create our list of recipients. You can add recipients directly from your database by clicking on select lead and choosing the users that you want to target. Or you can create a list by clicking create list. And you can sort your leads by a lot of different criteria here, as you can see. In this case, I want to focus on lead ratings.

01:29
The Agent Elite Max platform automatically gives each and every one of your leads a rating based on their activity. I want to focus on the ones that aren't engaging right now, so I'm going to choose leads that have 0 or 1 star. Once I've made my selection, I'm going to click Add Leads. And then I'm going to click Add Leads again. And you can see that all of the leads that were selected have been added to this email. Now let's start creating the actual email.

01:59
To make this simple, this is a drag and drop situation. So I'm going to grab an image block and drag it over into my email. There's a couple of different ways I can populate this image. First of all, I can upload an image from my computer or I can use our AI suite of tools. I'm going to do that. So I'm going to click generate image. In the AI image generator, you're going to type in a text prompt.

02:27
Once you've entered your prompt, click Next. Within a few seconds, the AI will generate several additional prompts based on your original prompt. Now you can choose one of these replacement prompts or you can proceed with your own. Once you've landed on a prompt, now you'll need to make some stylistic choices. There's several design styles to choose from and you can resubmit again and again. Once you have an image that you like, click on it.

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If you're not entirely happy with the image, go ahead and click the edit button. In this case, I want to change the cropping on this photo.

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and I want to round the corners a little bit.

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Once you're happy with the image, now it's time to add some text. So grab a text block and drag it over into the email.

03:21
From here you can highlight the text and then type over it whatever information you want to send out. To make this even easier, there's an AI tool to help you write exactly what you want. Just type in your prompt, and then click the Smart Text button. There are several options to choose from in the Smart Text menu. We're going to use Expand Text. Within just a few seconds, the AI will generate a paragraph or a few paragraphs.

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based on the text prompt you gave it.

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Now keep in mind that this is AI generated, which means you do need to read through this and make sure that it reflects exactly what you want it to say. To complete the email, let's add a call to action. In this case, we're going to use a button. To add the button, go ahead and grab the button block and drag it down into the email. Now we can customize it. I'm going to start by changing the visible text on the button. Again, the AI tools make this easy.

04:23
I'll enter a general idea of what I want the button to say, and then I'll hit get suggestions. And within a few seconds, the AI will make several suggestions. Now all I have to do is choose the one that I like. Once I've chosen the text, now I need to decide what I want the button to do. In this case, I want it to send an email. I need to enter the email address I want it to go to, the subject line of the email that it will send,

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and the body of the email.

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Keep in mind that this is fully customizable. Spend a little time and you can really make this look and feel the way you want it to. Once you're happy with your design, now it's time to decide when you want it to go out. If you want it to go immediately, simply click send now. You can also schedule it to go out at a later date. Just click send later. And now you can specify the date and time that this email will go out.

05:27
Once you've selected your time, simply hit send. If you're using the Agent Elite Design Studio or even a third party to generate your newsletter, let me show you how to use it here. You'll start like any other email blast. You need to put in a subject line.

05:49
and then of course you'll need to select who you want to send it to. In this case, I'm going to select all of my leads.

06:01
Now I'll drag an image block into my email. I'll click on that and I'm gonna upload from my hard drive. And I'm gonna find the file that I downloaded, in this case it's my HTML newsletter. And once I've uploaded that, as you can see, it's ready to go.

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Now I just need to determine when I want it to go out and then tell the computer when to send it.

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If you have other questions about the Agent Elite Max platform, check out the rest of this video series on our knowledge base, help.agentelite.com. Thanks for joining me today.

Video Summary

In this session, we’ll walk through how to create email blasts, newsletters, and other types of email content using the Agent Elite Max platform. This tool simplifies email creation, helping you save time while maintaining effective communication with your leads.

1. Accessing the Email Tools
Start by logging into the Agent Elite Max platform and navigating to the "Communications" tab at the top of the screen. In the left sidebar, you’ll see the option to create a new email. From here, you can begin drafting your email just like you would in any other email platform, starting with a subject line.

2. Selecting Recipients
To add recipients, click on "Select Lead" to choose from your existing leads database, or use the "Create List" option to sort leads based on specific criteria. For example, you can filter leads by their activity level, allowing you to target less engaged leads—those with a rating of 0 or 1 star. This helps focus your outreach on leads that may need extra attention, increasing the chances of re-engaging them.

3. Creating and Customizing Your Email
Agent Elite Max offers a drag-and-drop email editor that makes it simple to design your email. To add images, drag an image block into the email, then upload images from your computer or generate them using the built-in AI tool. After choosing or customizing an image, move on to adding text by dragging a text block into your email. Use the Smart Text tool to generate content based on your prompt. Though AI-generated, always review the text to ensure it aligns with your message.

You can also add a call-to-action (CTA) by dragging a button block into the email. Customize the button text and link it to the desired action, such as sending an email or redirecting users to a webpage. The AI tools can help suggest text for the button to further streamline the process.

4. Scheduling and Sending Your Email
Once your email design is complete, decide when to send it. You can either send it immediately or schedule it for a specific date and time by selecting the "Send Later" option. If you’ve designed a newsletter using the Agent Elite Design Studio or another tool, simply upload it into the platform and follow the same steps to schedule and send it.

The Agent Elite Max platform provides a user-friendly interface for creating and managing email campaigns. By leveraging the AI tools, you can easily design, customize, and schedule email blasts and newsletters. With features like lead filtering, personalized content, and drag-and-drop functionality, this platform helps you reach the right prospects at the right time, ultimately driving engagement and increasing conversions.

Step-By-Step Instruction

1. From the Performance Dashboard access the Communications Tab
   1. Click on the Communications tab at the top of the screen.
   2. In the left sidebar, confirm that you’re in a new email.
2. Add a Subject Line
   1. Start by entering a subject line for your email.
3. Choose Your Recipients
   1. Select from existing leads:
      1. Click Select Lead and choose specific leads from your database.
   2. Create a custom list:
      1. Click Create List to filter leads by criteria such as lead rating.
         
         1. Example: Select leads with a 0 or 1-star rating to target less-engaged contacts.
      2. After making your selections, click Add Leads.
4. Design Your Email Using Drag-and-Drop Blocks
   1. Add an Image:
      1. Drag an image block into your email.
      2. Upload an image from your computer or use the AI image generator.
         1. Using the AI Image Generator:
            1. Enter a text prompt to generate an image.
            2. The AI will provide several alternative prompts—choose one or continue with your original prompt.
            3. Make stylistic adjustments (e.g., design styles, cropping, or rounded corners) until satisfied.
   2. Add Text:
      1. Drag a text block into your email.
      2. Highlight the placeholder text and type your content.
      3. Using AI for Text Creation:
         1. Enter a text idea and click Smart Text.
         2. Choose from the options (e.g., Expand Text) to generate paragraphs.
         3. Review and edit the AI-generated content to match your tone and message.
5. Add a Call to Action (CTA) Button
   1. Drag a button block into the email.
      1. Customize the button text using AI-generated suggestions.
      2. Set the button action (e.g., send an email) by entering:
         1. Email address
         2. Subject line
         3. Email body
6. Schedule or Send Your Email
   1. Send Now: Click Send Now to send the email immediately.
   2. Send Later: Choose Send Later to specify the date and time for scheduled delivery.

How to Use a Newsletter Template from Your Design Studio (Step-By-Step)

1. Start with a new email blast.
   1. Add a subject line and select your recipients (e.g., All Leads).
      1. Drag an image block into your email.
      2. Upload your newsletter template:
2. Click on the image block and upload the HTML newsletter file from your computer.
3. Review the design to ensure everything is correctly displayed.
4. Schedule the Newsletter
   1. Choose whether to send the newsletter immediately or schedule it for a later time.