Blueprint | Staging Advisor Email in Red Tail
This video walks you through how to set up an advisor email in Red Tail for Blueprint and its partnering firms. View the Email Staging section on this Google Doc for additional steps, specifically for staging Blueprint's Monthly Note emails.
Note:
Make sure that the staged email has the following filled out for you to copy and paste (these should be in the email's corresponding Word Doc):
- Name
- Subject
- Category
- Email Body
- Use Ctrl + Shift + V to remove any formatting
- Any yellow highlights signify a copy update or variable tag is needed – make the appropriate updates
- For variable tags, as long as they are properly inserted, no update is needed – see here for reference: https://help.redtailtechnology.com/hc/en-us/articles/1260801550750-Broadcast-Email-Fields
Updating Spacing between paragraphs
- For variable tags, as long as they are properly inserted, no update is needed – see here for reference: https://help.redtailtechnology.com/hc/en-us/articles/1260801550750-Broadcast-Email-Fields
- Update any bullets/lists
- Any teal highlights signify a link is needed
- Use the tracked URL in the Word doc
- If the advisor instead attaches a PDF rather than sharing links, this step will not be needed and the PDF will be added later in the process
- Check the last two boxes:
- Save Copy as Note
- Send User A copy
- Save email template