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Communications Resource Center

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Onboarding - New to Marketing

(2) Bamboo: Setup Steps

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Date Sent: 1 week after subscribing to Bamboo

Audience: Marketing Subscribers | Learn more about audiences

Description/Overview:

Before getting into the core functionality of Bamboo, this email should be shared to encourage new Bamboo users to establish important settings, containing a short video taking users through these steps. Additionally, this email includes a reminder about their welcome video from email 1 (if they have yet to view it), and a teaser for the next email which introduces the in-app educational resources available for Bamboo users.

What's included:

  • COPY
  • IMAGE | Setup Steps Video Thumbnail
  • IMAGE | In Case You Missed It Thumbnail
  • IMAGE | Stay Tuned Icon
  • SITE | Bamboo Home Page (Note: For subscribers with a custom eMoney URL, this link will need to be adjusted)
  • VIDEO | Setup Steps (Note: Also found in the Help menu for Bamboo subscribers)
  • VIDEO | Welcome to Bamboo (Note: Also found in the Help menu for Bamboo subscribers)
  • GUIDE | Bamboo Interactive User Guide (Note: Also found in the Help menu for Bamboo subscribers)
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Communications Resource Center

By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.

By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.