Summary

While reviewing Email Marketing Content, there are additional filters that can be used to locate a specific template.

Step by Step

admin > email marketing > content > filter icon

1. Starting on the home page, select the email marketing tab

2. Once on the Email Marketing tab, select the Content tab

3. Click the funnel/filter button to open the filter menu

4. Adjust filters to locate desired content

Definitions/Context

• Name: Search by name of saved content
• Subject: Search by subject of saved content
• Creator: Search by designer of content
• Type: Search by type
  • personal
  • agent
  • company
• Company: Search by company (if multiple)
• Status: Is the content active or archived?
• Category: this is a custom field

How does this differ for agents?

As this is part of the Email Marketing tab, this is viewable to admin, brokers, and agents.