Overview
The Email delivery method delivers lead details in the body of an email template, including a Client Portal link.
Create an Email delivery method
Navigate to the Delivery Methods section and click the Create button in the upper left-hand corner. A pop-up window will appear.
Configure the following basic settings in the pop-up:
Description: Enter a name for your delivery method.
Delivery Type: Select Email from the dropdown menu.
Lead Type: Select the lead type this delivery method will be based on. Important: This setting cannot be changed after the delivery method is created.
Environment: If applicable, set this to "Testing" mode to use a separate testing endpoint.
Once all selections are made, click the Create button.
After clicking Create, you will be redirected to the main settings page for the delivery method, starting on the General settings tab. Review the settings you just configured and, if everything is correct, proceed to the next tab.
Email delivery tabs
Set up the tabs in this order:
Mappings: see Field Mappings Tab.
Email Template (below).
Delivery Settings: see Delivery Settings Tab for Email, CSV Attachment and Batch Delivery.
Retry Settings: see Retry Settings Tab.
Portal Permissions: see Portal Permissions Tab.
Delivery Schedule: see Delivery Schedule Tab.
Notifications: see Notifications Tab.
Email Template
Create a custom email template to send your buyer lead data.
Email Format: Emails can be sent in Rich HTML, Plain HTML, or PlainText. Rich HTML is the default.
Subject: Input the subject line for the email template. This field is required.
Template Body: Add the body content of your email template. You can use the template editor to add images, hyperlinks, text formatting, HTML, etc. You can also use the dropdown below the editor to add tags for inserting variable lead or system data into the email body.
Next step
Next article: Field Mappings Tab