How do I activate my template?


1. Go to Templates.

2. Click on the template title that you wish to activate.

3. Add a Subject Line and Expiration Date.

4. Click Save.

5. Do not add a Schedule Date and Time, unless you wish to send the marketing piece on behalf of your agents to their PRIMARY SPHERE distribution list. 

See: How do I schedule a Marketing Piece on behalf of my agents?

6. Once activated, this piece is now available to all agents if unrestricted. Agents can send when they want to who they want.

* Only STATIC marketing pieces need to be activated.

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