When creating or editing correspondence whether as an email template, as a step in a campaign or on an individual borrower’s or partner’s email, BNTouch Mortgage CRM offers many options for customization.

Most of these toolbar icons are common with other programs. BNTouch Mortgage CRM offers five toolbar icons that are specific to BNTouch.

1.       Insert BNTouch Form

2.      Insert MetaTag

3.      Insert YouTube video link

4.      Insert File/Picture

5.      Insert Content

Insert BNTouch Form

This option is only used when editing pages for a website. This will allow the website to include forms that have been previously created from Options tab, Webform Manager menu choices.

The Options tab > WebForms Manager link is where you can add or edit the list that you see in the Insert BNTouch Form dialog.

 

Insert a MetaTag

Metatags allow you to create a generic template and let BNTouch do the work of pulling borrower, partner and company specific information into your correspondence. To add a metatag make sure your cursor is where you would like the information from BNTouch to merge to and choose the metatag icon from the toolbar.

Search for the data you would like to be merged into your correspondence using the dialog box provided. Once the correct metatag is chosen out of the list click Insert and continue with your communication.

 

Insert YouTube Video

Share a YouTube video with the recipients of an email or to a website post. Click the YouTube button for the dialog that will allow you to paste the video link from YouTube.

Once the YouTube video link has been added choose OK.

 

Insert a Picture or Image

Choose the Insert File button from the toolbar.

The File Manager will open up to allow you to select an image.

To add a picture that isn’t already in your BNTouch Mortgage CRM choose the Upload option from the File Manager.

You can then drag and drop the picture you would like in your correspondence into the dialog or click the dialog box to get an explorer option that will allow you to navigate to where your picture is stored on your local computer.

 

Insert more complex Content

The content uploader allows you to upload and use complex HTML templates in your BNTouch marketing campaigns or as email templates.

 

Simply select the HTML code and images of the email that you would like in BNTouch and drag them into the drag-and-drop dialog that opens.

 

Additional options when creating correspondence within BNTouch Mortgage CRM

Create a Link

This option allows you to create a hyperlink to a website/URL with text that is already within the email or by creating the text and link at the same time. If you have already typed the text that you would like to become a hyperlink to a website highlight the text. If you have yet to add the text make sure your cursor is where you would like the hyperlink to be and the choose the link toolbar button.

 

The dialog that opens will provide you with a place for the URL, the text to be displayed in the email (which will be pre-filled if you highlighted text prior to choosing the hyperlink option,) the title for the Hyperlink and the target which will determine if a new window will be opened by the hyperlink or not. Once done choose OK to complete.

In this case since text was selected before choosing the insert link icon the text to display is already completed. This can be changed or added as needed.

 

View in Full Screen

To view your email dialog and options in full screen mode choose the View file option. From within the options under View choose Fullscreen.

To exit Fullscreen mode choose the View file option and Fullscreen again.

View Source Code

If you need to view the source code of your email BNTouch allows you to easily do so. Choose the Tools file menu option and <>Source Code. This will open a dialog that allows you to view the HTML source code of your email.