Contacts Email Log and the Market Minute Video Plan

Market Minute Videos Now Available as a One Place Plan

We have recently made the Market Minute videos available as a monthly plan in One Place. Now you can set them up to be automatically emailed out to your clients each month. If you’ve never seen a Market Minute Video, check out a sample here.

To set up the Market Minute Video plan,
Log into OurOnePlace.com
Choose mycontacts.
Choose the contact that you would like to set up the plan for (select the contact name to open up the Detail View of the contact record).
Scroll down to the Manage Plans section and choose Add New Plan.
Choose Market Minute Video from the Plan Name drop-down menu.
Select a Plan Start Date (it defaults to today’s date).
Enter the Zip Code of the market area that your contact would be interested in receiving information on.
Choose Add New Plan.

To add the plan to multiple contacts,
Log into OurOnePlace.com
Choose mycontacts.
From the Contacts Summary page, choose Assign Plan from the side bar links.
Choose Market Minute Video from the Plan Name drop-down menu.
Select a Plan Start Date if you need to change it from the default.
Enter the Zip Code of the market area that your contacts would be interested in receiving information on.
Place a check mark in the check box next to each contact that you’d like added to the plan (every one that you select will receive the market video for the Zip Code that you entered in the step above).
Choose Assign Plan

The New One Place Contacts Email Log

We have also created an Email Log that will help you to keep track of what you’ve sent out to each of your contacts. The email log keeps a running log of every email that is sent to a contact through One Place. That includes messages set up and sent manually and ones sent through automated plans. Each of the emails are date and time stamped and allow you to see a preview of the actual message that was sent out.  It will also display the date and time that the email was viewed, if it was viewed, by your contact.

To view a contact’s Email Log,
Log into OurOnePlace.com
Choose mycontacts.
Choose the contact that you would like to view the Email Log for (select the contact name to open up the Detail View of the contact record).
Choose Email Log from the side bar links.
Choose the amount of days back that you’d like to review or choose All.