When sending an email to a recruit, you've got plenty of ways to punch it up and make sure it leaves the right impression.
From Brokerkit, select a lead to open their profile and click Email along the top action bar.
Images
To add an image to an email, click the Add Image icon at the top of the email, and select the image you'd like to insert. If you click on the <> button, you can also add custom HTML code to your email.
To add a link, you have a few options:
- Select the text you'd like to turn into a hyperlink and click the Add Link icon at the top of the email. Then, type or paste the URL you're directing people into the dialogue box and click the + icon.
- Type or paste the URL into the body of the email. Brokerkit will automatically detect it and turn the text into a link.
- If you'd like to turn an image into a clickable link, first insert an image with the Add Image icon. Then, click the image and select the link icon that appears. Type or paste your URL and hit the + icon.
Can a PDF appear in the email like a picture?
A PDF cannot display inline as an image in the email body. To make a flyer or PDF page appear like a picture, first save or convert that page to a PNG or JPEG, then use Add Image or paste the image into the email editor. If you keep the file as a PDF, use Insert Document for a trackable Document Library link or Add Attachment to send the file itself.
Video
- Sending videos by email is also quick and easy in Brokerkit.
- See our help article here for more details.
Attachments and documents
You can share files in an email in two ways:
- To send a file directly with the email, click Add Attachment and select the file.
- To share a document as a link, upload it to your Brokerkit Document Library. Then click Insert Document, select the document, and click Insert. Brokerkit adds a link to the document landing page in your email.
Use Add Attachment when recipients should receive the file with the email. Use Insert Document when you want to share the document through a Brokerkit link.
Tracking Clicks on Links in Emails
With the Engagement option in Quick Filters, you can filter on leads or agents who have clicked on a link (or opened an email) in the last 30 days. If you include an image linked to a video like the above and make that the only link in the email, you will know who clicked on it and went to your video to watch it. You can also go to the lead/agent profile and see the number of times they clicked the link (or opened the email) in the bottom right of the email.
