Mail Merge Vortex Training with Corryn Bostic on The REDX Podcast

*REDX maintains the position that all agents should be compliant with state and federal telecom laws. Learn more here. Find more episodes of The REDX Podcast here.



Jump to topics: Read the topics below and scroll the video to the time listed.

• 00:57 – What is Mail Merge?
• 05:05 – Intro to using Mail Merge.
• 09:50 – How do I create labels in Mail Merge?
• 13:48 – How can I create a mailer by lead type?
• 13:55 – Expired Mailer Template
• 14:27 – FSBO Mailer Template
• 15:20 – Pre-Foreclosure Mailer Template
• 17:14 – How can I edit or create a custom template?
• 20:07 – How can I add images to my Mail Merge templates?
• 24:44 – How do I save a Mail Merge template?
• 25:54 – How can I make a mail merge folder in Vortex?

Resources Mentioned

Vortex® Lead Management Platform
REDX Forum (for REDX customers)

Reach REDX Support

REDX Customer Support: 800-731-7339 ext. 2 – Mon-Fri – 6am-6pm MT
REDX Roleplay System: 801-418-9480 – Mon-Fri – 12-4PM MT


About REDX

REDX offers real estate professionals a complete all-in-one prospecting platform for generating listing appointments. The platform includes seller leads, a dialer with up to three lines, and a lead management tool for simple follow-up. REDX maintains the position that all agents should be compliant with state and federal telecom laws – learn more here. Call (800) 731-7339 option 1 to learn more about prospecting FSBOsExpiredsFRBOsPre ForeclosuresGeoLeads, and our Power Dialer – or visit www.redx.com

 

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