Communication support for your advisor base. Learn more
Training
This is the first email of our refreshed 15-week Bamboo onboarding series highlighting a 90-second introductory video and a heads-up about when the recipient should expect their next email. Marketing may seem overwhelming for some, so we break down the steps into bite-size pieces. If your team prohibits eMoney from…
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…
(3) Bamboo: On-Demand Webinar Invite
This email template should be used to encourage new Bamboo subscribers to register for a webinar training. Although this template includes a link to the on-demand version of the webinar, a live session registration link can be accessed via the Bamboo Help menu.
(4) Bamboo: Marketing Resources
This email guides users where to access in-app Bamboo resources, and highlights the Bamboo FAQ and two impactful How-To tours – some of our most comprehensive resources available for users. Additionally, a link to the Setup Steps video from email 2 is provided at the bottom, along with a teaser…
(5) Bamboo: Fast-Track Your Marketing
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…
This email highlights a short video about how to find the right content in Bamboo for a user’s business and marketing needs. Towards the bottom, there is a link to the Bamboo Setup video and a teaser for the next email in the series that highlights the Content Library.
This email focuses on the Content Library available in Bamboo, including a short video to learn how to find content, and some content pro-tips from Val Rivera, eMoney’s in-house marketing strategy expert. Finally, users can see last week’s email video and a teaser for the next email in the onboarding…
This email directs users to begin sharing content via their social channels with Bamboo’s Social Share functionality, and provides users with some content pro-tips. Finally, users can see last week’s email video and a teaser for the next email in the onboarding series highlighting emails in Bamboo.
Uncategorized - Onboarding - New to Marketing
This email encourages users to utilize the email functionality in Bamboo to engage clients and prospects using ready-made templates and provides users with some email marketing pro-tips. Finally, users can see last week’s blog post about ways to use social media, and a teaser for the next email in the…
Uncategorized - Onboarding - New to Marketing
This email reminds users how easy it is to launch an automated campaign in just a few clicks within Bamboo and links to a blog post about how marketing automation can unlock efficiency and scale for financial professionals. Finally, users can check out the featured blog posts from the last…
Uncategorized - Onboarding - New to Marketing
By this point in the series, Bamboo users have learned the basics for getting started. This email is meant to inspire Bamboo users to look at their own marketing strategy, including tips for attracting prospective clients online. This email also includes marketing pro-tips on Building a Digital Marketing Strategy Around…
This email builds upon the example marketing strategy referenced in email 11, inspiring users to look at ways they can optimize their website to convert the attention they’ve earned online into real leads. This email also includes marketing pro-tips on Building a Digital Marketing Strategy Around Content, a recap of the…
This email builds upon the example marketing strategy referenced in email 11 and 12, sharing tips on how to effectively engage with clients that are already obtained. This email also includes some marketing pro-tips on 5 Ways to Perfect Client Outreach and Maximize Engagement, a recap of the previous email in…
Uncategorized - Onboarding - New to Marketing
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…
Migration Training Invitation (Forced or Opt-In)
When a firm rolls out a custom version of eMoney to their field, many times, there are users from the field already using the standard version of eMoney. We refer to the process of users moving from one version of eMoney to another as a “migration”. The two migration types…
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.
