Spreading Holiday Cheer [31:26]


Over the last decade and a half of working with advisors and their staffs, we’ve found that the primary marketing/outreach done during the holidays are holiday mailers. Let’s take this as an opportunity to cover the best ways to prep and send out mailers using client segmentation, mail merge, and even partner integrations in this webinar.

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Click the link below for more information on each of the features covered in the video:

01:20 - Adding Keywords to Database

04:22 - Advanced Search

09:06 - Mail Merge Fields

12:40 - How to Run a Mail Merge

13:09 - How to Create and Upload a Mail Merge Template

25:04 - Create Labels

27:03 - Integrations: Marketing Tools


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