Advanced Method - AI Editor

Leverage the AI Editor, brokers can seamlessly install it from the CRM marketplace. This powerful application is specifically tailored to assist brokers in crafting visually captivating email templates. With the aid of the AI-powered editor, brokers can effortlessly launch campaigns and promotional materials and enriching their emails. The AI Editor unlocks limitless creative possibilities, empowering brokers to deliver impactful communications with utmost convenience.

A) Marketplace Installation

Install the AI Editor on your CRM by following the steps below:

Step 1

1. Navigate to CRM Marketplace.

   
2. Search for AI Editor and click "Obtain".

Step 2

You will be redirected to a page providing you with a brief background on the AI Editor. Click "Obtain" to proceed with the installation.

B) Use of AI Editor

Step 1

1. Select the recipient(s) of the email. Brokers can either select via each individual client, client group, client tier or to each individual leads.

   
2. Fill in the email subject.

   

Step 2

Navigate to "Advanced" to start using the AI editor.

Step 3

Various tools are available:

1. Content

2. Blocks

3. Body

Simply drag them into the content and amend accordingly.

Please see the detailed breakdown of the AI Editor below:

Content

1. Columns

   • Columns assist you in dividing your content into multiple sections, which can help make it easier to read and more visually appealing.

     
   • You can select the number of columns you require and adjust your content accordingly.

2. Heading

   • Headings are a way to capture the attention of your clients and provide a clear structure for your content.

   • You can add headings by dragging "Heading" into your content and adding the respective content.

     
   • Use the AI to generate multiple titles of different format by clicking "Get Suggestions".

     
   • You can change the tone and select your preferred heading.

     
3. Text

   • Add in texts to your content by dragging it to the respective position.

     
   • Similarly, you can use the AI to generate content by clicking "Smart Text".
   • Select your preferred Smart Text function.
4. Image

   • Add in images to make your content more visually appealing and engaging.

     
   • Use the AI to generate images for you by clicking "Generate Image", or simply upload your own image by clicking "Upload Image".

     
5. Buttons

   • Buttons are a great way to make it easy for your clients to access links or call-to-actions directly from your content.

   • Add in buttons by dragging it into your content.

     
   • Use the AI to generate button texts.

     
6. Dividers

   • Dividers are a useful tool to help separate different sections of your content and make it easier for your clients to navigate.

     
   • Add in dividers by dragging them into your content.

     
7. HTML

   • You can also add HTML into your content to have greater control over the formatting and styling of the content.

     
   • Add in HTML by dragging them into your content and editing the HTML code.

     
8. Menu

   • Menus are a powerful tool for adding interactivity to your content and providing your clients with a range of options to take action.

   • Actions include: visiting a URL, emailing or calling you.

   • Add menus by dragging it into your content.

     
   • Fill in the text and select the respective action accordingly.

     

Blocks

1. Blocks are a versatile tool for organizing your content into distinct sections or subsections.

   
2. Select your preferred blocks and drag it to your content.

   

Body

1. You can format the body of your content.

   
2. The available functions are:

   • Text Color

   • Background Color

   • Content Width

   • Content Alignment

   • And Many More

C) Mobile Optimised

You can also adjust the formatting and style of your content to be optimized for mobile.

Simply click onto the "Mobile" icon and you will preview your content from a mobile device perspective. Make the necessary adjustments to the layout and style of the content.