Communication support for your advisor base. Learn more
Onboarding - New to Marketing - Uncategorized
Date Sent: 15 weeks after subscribing to Bamboo
Audience: Marketing Subscribers | Learn more about audiences
Description/Overview:
This is the final email of the new Bamboo onboarding series, recapping all that was shared and reminding users to access their Bamboo resources from within the Help menu. The Interactive User Guide is the core resource to reference for revisiting some of the main areas covered in this email series. Following this series, we recommend sharing our most recent eMarketing Newsletter available in the Engagement > Best Practices section of the CRC. These monthly newsletters keep users up to date on new product updates, content recommendations, best practices and more.
Note: Subscribers with a custom eMoney URL do not receive our monthly eMarketing Newsletters, so we highly recommend leveraging them from the CRC for internal communications to marketing subscribers within your firm.
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.