Learn about a client e-newsletter and a powerful platform feature!
Thank you for tuning in to the fourth issue of our Marketing Automation e-newsletter. I'll be making a guest appearance as your Marketing Automation guru this quarter! ???? If you haven't already done so, be sure to bookmark The Hub for 24/7 access to tips, FAQs, client spotlights and more. Questions? We are here for you!
Platform Feature – Launchpad & Custom Reports
Strengthen your team's usage of the platform through two current powerful features:
Launchpad
Use the launchpad to keep track of your team's tasks and all of your contacts' activity in real time.
Custom Reports
We create them – you use them! Add these to your personalized launchpad for easy access and drawing overall conclusions.
Client Feature
Though the onboarding program often kickstarts the conversation of Marketing Automation, your next question may be, where do we go from here? While sending emails to new accountholders is powerful and effective, we can’t forget about our current ones either! It’s important to continue to send them content too that caters toward their maturing financial journey. See how one of our clients tackles this!
Pro Tip: Customize Your Form Notifications
Segment your form notifications based on branch, department or product! Instead of sending all to one email, filter them based on branch location or product interests in order to deliver faster communication to new accountholders.
To learn more about the platform (including how to access and interpret reports to inform your marketing strategies), please refer to our comprehensive how-to guide.
