This guide will show you how to easily create HTML emails using the VacationPORT email tools in AgentPORT, and send them to your customers using ClientBase Windows. You or your agency system administrator can also import email tracking information into ClientBase Windows client profiles. (Please see the “Importing Tracking Information from VacationPORT into ClientBase Windows” document).
The connection between AgentPORT and ClientBase Windows can now be turned on at any time through your VacationPORT Administration site.
Accessing the AgentPORT email tools can be done in one of two ways:
- Log into AgentPORT directly, or
- Log into AgentPORT through the ClientBase Windows Internet Manager
Once you are logged into AgentPORT, you use the email tools to create your email exactly as you would use them normally. The first change you will notice is in the “Show ClientBase Tokens” hyperlink in the “Enter Message” section of the email tools. By selecting this hyperlink, a list of available ClientBase merge fields will be available to insert into your email.
To insert ClientBase merge fields, click on a merge field hyperlink such as <<First Name>>, then click on the place in the email where you want the merge field inserted and select Paste using the Ctrl + V keys or Right Click + Paste. You will see the merge fields in the “Preview” section of the email tools.
Select Next and move to Address and Send. Here you will notice the ‘Prepare for ClientBase’ button. To import your email into ClientBase Windows, click this button.
When selecting ‘Prepare for ClientBase’, your email will be displayed and your email content and formatting will be imported into your computer clipboard. Now you can switch over to ClientBase Windows, open the email tool, and paste the email body into the ClientBase email tool using Ctrl + V or Right Click + Paste.
Below illustrates the email that is received by your client. When your client clicks on one of the ‘More Details’ links in the email, they are taken to your VacationPort consumer view to see information on the full product offer.
Creating and sending emails to your clients is easy with ClientBase Windows and AgentPort. Now you have a powerful tool that will help you effectively leverage email marketing, better understand your client’s needs, and increase your sales!
Support: If you don’t find the answers you are looking for in this documentation, you can submit technical support questions using the online support form. After you complete the online help request, click the Submit Help Request button, and a support representative will contact you to help resolve any technical issues.