DestinationWeddings.com Training Intro to Smartermail Over the phone and webinar

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1 DestinationWeddings.com Training Intro to Smartermail Over the phone and webinar The Smartermail System: - Our system is called Smartermail. The system is Internet-based, so you can check your s from any computer at any time. It is like using a Gmail, Hotmail, or Yahoo account. Please note the Smartermail website is SEPARATE from the DestinationWeddings.com website. - Open up an Internet browser and type in to get started. - - You will receive your log-in and temporary password information during training. The format for all addresses is first initial of first name, last (ex. Jane Agent would be jagent@destinationweddings.com) - You must ALWAYS use your DWT account when contacting us or DWT clients. Anything we send to you will now only go to your DWT address. - When you log in to the Smartermail website for the first time, it will prompt you to choose your timezone before moving forward.

2 Settings: First, go to the Settings tab at the top and click on My Settings from the drop-down box. The first screen you will see is the Mailbox tab. This is where you can change your password, how you would like your name to appear when sending s, and your time zone if you ever move. REMEMBER Always hit Save! The most important thing to remember after making any changes with your Settings is to ALWAYS click the Save button, which is towards the top of whatever page you are on. Click the Save button before moving to a new page. Setting up the Signature: Next we will go to the Compose tab there is where you need to add in a signature that will populate each time we send an through the Smartermail website. Once you log in to the Smartermail website, you should create a signature. Again, remember to click the Save button after you have entered in the information. Signature should include this: Your Name Certified Destination Wedding Specialist Your Phone Number Your Fax Number

3 Your DWT address Your Business Hours (good to include available after hours by appointment ) Please do not include your personal business /contact information within this signature, as this account is for DWT use only. Setting up the Auto-Responder Message: Now let s move on and go over to the Settings Tab again. On the drop-down box, click My Auto-Responder This is where you set up an Out of Office message if you are away from the office for more than 24 business hours. We have template messages and detailed instructions that will be sent after this class, along with information on affiliate coverage. To set up the message, you need to click both boxes - Enable Auto Responder and Limit responses to direct mail only. Once you click the two boxes, the tab called Auto Responder Message will be clickable.

4 - Click on the Auto-Responder tab and then enter your message into the box. After finishing the message, remember to click the Save button. - Here is a step by step instruction on what to do: Login to webmail at 2) Under "Settings" you'll find "My Auto-Responder" 3) You MUST CHECK ALL 3 OF THESE OPTIONS: X Enable auto responder X Limit responses to direct mail only 4) Click "Save" 5) Click the Auto-Responder Message tab 6) Use "Out of Office" as your Subject. 7) Type your message and click "Save" Remember to disable your auto-responder as soon as you're back in the office. To disable: 1) Un-check "Enable auto responder" 2) Click "Save"

5 Some Notes About Smartermail: Smartermail is not that user friendly and because of this, it s required you link this account to your Outlook or Outlook Express. All of the corporate office staff use Outlook as Smartermail does not offer the same kind of functions that you can use with Outlook. Directions on how to link this to Microsoft Outlook are on the Agent Homepage, and we will show you those instructions later on in this training.

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