Gmail or Outlook

Step 1

Give the E-mail a click.

Get your clickin' finger ready for some email-opening action! First things first, find that email from Loan Options and give it a little click. Then, get ready to double-click on the super cool attached HTML email. It'll open up in your browser like magic! Get excited, because things are about to get awesome!

Recommended browser

Google Chrome Download PDF

Step 2

Get your copy on.

All you have to do is copy and paste that juicy content! Simply highlight the content by clicking somewhere on it, hold Ctrl + A (or Command + A for Mac users), then copy it by pressing Ctrl + C (or Command + C for Mac users). And that's it! You're now ready to share that awesome content with your clients and boost your business. So go ahead, copy and paste your way to email success!

Step 3

Let’s get pasting!

Are you ready to get your copy on and take your email game to the next level? Great! Here's what you need to do: Open up a new email in Gmail or Outlook and click into the body of the email. Are you there? Awesome! Now, it's time to show off your sweet Ctrl + V (or Command + V for you cool Mac users) skills and paste that amazing content you copied earlier. And just like that, your email is ready to be sent out into the world!

Step 4

Add a Subject Line

Want to make sure your Loan Options email gets noticed? Here are two quick tips: First, double-check that your email looks good and includes an unsubscribe option. Then, make your subject line stand out by writing something that really speaks to your audience. That's it! Now go ahead and send that email with confidence.

Step 5

Add recipients & send

You're almost ready to hit send on that Loan Options email, but first, let's talk about the 'who'. You don't want to broadcast your client list to everyone, so it's good practice to BCC all your recipients. Plus, this way you'll avoid any reply-all catastrophes. And remember, only send emails to people who've given you their seal of approval – we don't want to be spamming anyone!

Mail Chimp

Step 1

Give the E-mail a click.

Recommended browser

Google Chrome Download PDF

Step 2

Copy the code.

Right-click on that file and select View Page Source. You’ll see a whole page of code. To select all at once, hold Ctrl + A. This will highlight all the content. Copy it by pressing Ctrl + C. The same works on Macs too – just use the Command (⌘) key instead of Ctrl.

Step 3

Create a new email.

Log into your Mailchimp account and select Create from the top of the left hand sidebar menu. Then select Design Email option.

Step 4

Choose Audience.

At this point you can add the recipients, who you want the email to come from and the subject line (you can also do this later.) Once you’re done, click on Design Email to proceed.

Step 5

Paste the code.

From the menu row along the top, select Code your Own. Then select the first option, Paste in code. Click on the big black box on the right hand side and then press Ctrl + V to paste in the code you’ve copied earlier. ( ⌘ + V for Mac) The EDM should appear momentarily.

Step 6

Final Check.

As Mailchimp adds its own unsubscribe link, you’ll need to manually remove the copy that reads “To opt out, click here” as this is intended for those sending their emails from simple email platforms like Gmail that do not include unsubscribe link by default. Simply highlight it and hit delete on your keyboard. Once you’re done, click Save. And then Continue at the top right hand corner

Step 7

Schedule or Send.

If you’ve already filled out your subject lines etc, you’re ready to go. If not, take care of that now and then either select Schedule or Send, depending on whether you’re ahead of your deadline or not.

Gmail or Outlook

Mail Chimp

The cool people.