Marketing Tools - How do you set up an e-blast?

You can set up an e-blast, found in AP Marketing Solutions feature. Please go to Marketing->AP Marketing Solutions. First, you will make an email template to be sent out -- you can either create one from scratch in the "Add/Edit Template" tab, or use one of the predefined email templates. Next, you would create an email list, by going to the "Add/Edit Eblasts" tab and then pressing the "create email list" button. Each e-blast has an associated email list of clients (or leads, or both). By default, the email list you will create will be a list of all of your clients and leads at your location, but you can filter down the list if need be. Give your email list a name and then click "create list". Now, press the "create e-blast" button to actually create the e-blast. Fill in all of the information on the left to include the date and time that the e-blast should go out (if you set schedule now = NO, then that means that the e-blast is not ready to go out yet). Select the email list you created above. Then, select the associated email template on the right, and click "create e-blast". You can view your existing e-blasts by clicking the "my e-blasts" button; you will be able to pause and play e-blasts on this page.