Communication support for your advisor base. Learn more
Date Sent: 5 weeks after subscribing to Bamboo
Audience: Marketing Subscribers | Learn more about audiences
Description/Overview:
This Bamboo onboarding series delivers bite-sized education and action for new users. However, if a new user wants to fast-track their education so they can get up and running with core Bamboo functionality, this email points them in the right direction. The Interactive User Guide –the featured piece in this email–is where a new Bamboo user can go to learn at their own pace.
What's included:
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.