Marketing your deal | DealCentre

You only have to perform this step the first time you send a marketing email.

1. In the Deal List, click the deal for which you want to send marketing emails.
2. From the Tasks menu, select DealMarketing.
3. Click Get Started.
4. In the First DealMarketing Phase field, enter a name for your organization's initial phase.
5. Click Setup. The DealMarketing screen is displayed.

For each phase, there are two sections. The Tracker section contains a list of companies that have been sent outreach emails. The Drafts section contains a list of outreach emails that are in progress.

You can create as many phases as you need. 

1. On the DealMarketing screen, click Add Phase.
2. Enter the phase name and click the checkmark icon.

Documents can be shared as links or as attachments. If you share documents using a link, you can set a 6-digit passcode. You can share documents that have been uploaded to the Internal Documents tab.

1. In the Deal List, click the deal for which you want to share documents.
2. From the Tasks menu, select DealMarketing.
3. Click the phase for which you want to share documents.
4. Click Create emails.
5. In the Delivery field, select whether to share documents using links or attachments.
6. (Optional.) If you are sharing using links, enter a 6-digit passcode.
7. (Optional.) In the Deal Display Options field, select whether you want to display the pursue and pass buttons to the buyer. The pass and pursue buttons allow the potential buyer to click their choice, which automatically updates the buyer's status to pass or pursue. You can manually change their status later.
8. Click Select Documents.
9. Select the documents you want to share and click Select Documents.
10. Click Add Selected Documents.
11. (Optional.) Select the following options.

    Download - Allows target groups to download documents from the buyer view.

    Watermark - Displays the watermark according to how the watermark was configured on the settings page for all PDF documents.

    Print - Allows target users to print shared documents.

12. Click Next.
13. (Optional.) If you have any saved email templates, in the Message Template field, select the template to use.
14. In the From field, select who the email is from. 
15. (Optional.) To add CC or BCC recipients, click Add CC. Enter the recipients email addresses or copy and paste them from another application.
16. In the Subject Line, enter the subject of the email.
17. Enter the body text. You can also use the following variables: /Title, /FirstName, /LastName and /Company. Variables are fields that will be automatically populated by the corresponding field in the potential buyer's contact information.
18. Click Next.
19. Click one of the following options:
    • Add Email Addresses - Add addresses separated by spaces, commas, or semicolons, and click Add Recipients.
    • Add Recipients from Contacts - Select the contacts you want to add and click Add Selected Contacts.
    • Copy from Another Phase - Select the phase from which you want to add contacts, and select the status of the contacts you want to add and click Copy. All contacts in the selected phase with the selected status are added.
20. Review the email and settings, make any changes, and click Create Emails.
21. In the Create Email Template dialogue box, click Create Template if you want to use this email in future emails, or click Do Not Create if you do not want to reuse this email.
22. An email confirmation is sent when the outreach emails are generated. The email contains a Download button that brings you to a dialog box. Click Download Again to download the emails. Outreach emails are in EML format that are downloaded as a ZIP file. When you unzip the file, you can add the emails to your email program, review them, and send them.

Downloading outreach emails

You can download emails from the email notification or from the tracker. To download from the tracker, perform one of the following actions:

• From the tracker, click the three dots menu and select Download Emails. In the row of the outreach, click the Download Emails icon.
• From the Tracker, click the Download Emails icon in the row of the company for which you want to download emails.

Deleting outreach emails

When you delete an outreach email, its tracking information is also deleted. Deleted emails cannot be retrieved.

1. From the tracker, select the email you want to delete.
2. Click Delete.
3. Click Delete to confirm.

After you have sent an outreach email, the Tracker will display a list of the companies to which you sent emails, with the status. When a buyer responds to an outreach email, the status in the tracker is automatically updated with passed or pursued and the date on which the buyer responded. If you have chosen not to display the pass and pursue buttons to the buyer, you can update the status manually when you are contacted by a buyer with a response.

1. In the Deal List, click the deal for which you want to view tracking information.
2. From the Tasks menu, select DealMarketing.
3. Click the Tracker section in the phase for which you want to view tracking information.
4. (Optional.) Use search to find a particular company.
5. (Optional.) Click Filters to filter the list by Created Date, Responded Date, and Status.
6. (Optional.) Click Preview to view the buyers' view.
7. (Optional.) To remove buyers' access to shared documents, select the company, and click Remove Access. Note that buyers will still be able to access and documents that they downloaded.
8. (Optional.) To manually change a company's status, click the company name, click the Status field, and select the status.

If you need to share potential buyers' interactions with marketing materials with other bankers, you can export the phase details. The phase details are exported as an Excel spreadsheet.

1. In the Deal List, click the deal for which you want to view tracking information.
2. From the Tasks menu, select DealMarketing.
3. Click the Tracker section in the phase for which you want to export phase details.
4. From the three dots menu, select Export All Phase Details.