What Nurture Campaigns do I have access to?
As a current subscriber to our email marketing services, you receive access to the following Tools
- "Auto-Responder" Sequence: When a lead fills out your lead capture form, they are sent a series of follow-up emails introducing and warming them up to you with informative content. They receive about one email per day for about a week.
- Birthday Message: When you provide us with the birth dates of your clients, we will send (on your behalf) a special birthday message to them.
- Email Blast- Send up to two emails per month to your list(s): This feature is designed to enable you to send additional messages to your list, as you see fit. You have the option of sending additional sales messages (during tax season), firm announcements, etc. using your Email Marketing Revolution Dashboard.
- "After Tax Prep" Follow-Up Sequence: "Thank You" campaign for after your clients complete tax preparation, which stimulates referrals, testimonials, and up-sells on your behalf.
To personalize the language of these tools, or simply view the content, feel free to edit these tools on your Email Marketing Dashboard. Unsure how to log into your Email Marketing Dashboard? Click here to learn how.
Once you log into your Email Marketing Dashboard, locate the Nurture Campaigns option, on the Dashboard menu.
Once in this section of your Dashboard, you may click on the View button across from each tool, to view and edit any of your tools.
Each premium tool page will contain detailed instructions on the tool's use, and how to edit the content provide there. Feel free to utilize the steps provided there, to update your tool content.