James Ibanez

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Articles

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  • Customizing Button Colors in System Emails

    Brokers and admins now have the ability to customize the button colors in emails that are automatically generated by the platform. This new setting allows for further customization and branding for...

  • Layouts BETA

    Boston Logic has released the BETA version of our new layout builder!   Boston Logic's new layout builder allows brokers to establish standardized messaging and branding by building generic layouts...

  • How to Create a New Layout

    A layout is the skeletal outline of the email, consisting of placeholder components for you to add content to later on. This is a broker/admin only function and is useful for creating a basic struc...

  • How to Manage Categories (for Email Content & Layouts)

    Custom categories can be created to better organize your Email Assets. Use categories to filter, sort or manage your Layouts and Email Content. These categories will then make it easy to find your ...

  • List and Card views for Marketing Templates

    Path:  Marketing > Email Content You can now view marketing templates in a card view, in addition to a list.  The page defaults to the list, but now, you can click on “Card View” and see previews o...

  • How to Create New Email Content

    You will use Layouts (created by the admin/broker) in the platform as a foundation to create your email structure, but you'll need to use Email Content to add in the body of the email and personali...

  • How to Test an Email

    Path: Marketing > Campaigns > Drip Campaigns or Marketing > Campaigns > Single Email Events On this page you will have the ability to send a test email for any of your unsent Newsletters or any Dri...

  • How to Add Contacts, Agents and Employees to Lists

    Marketing Lists can be created for special user types, such as Contacts, Agents and Employees. The process of creating these lists works much like it does for adding Leads to lists: Create a new m...

  • How to Create a Smart List

    After you've built a List under the Marketing tab, you can automate the segmenting of your Leads by using Smart Lists. Smart Lists leverage our lead search functionality to automatically create and...

  • Training: Email Marketing (Video)

    We hold daily training sessions of the Boston Logic Platform.In order for you, our customers, to fully benefit from and optimally use the tools integrated with our platform, you'll need to have a s...