{"id":5146,"date":"2025-03-31T14:58:07","date_gmt":"2025-03-31T14:58:07","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=5146"},"modified":"2025-04-15T18:23:21","modified_gmt":"2025-04-15T18:23:21","slug":"premium-client-portal-adoption-series-email-1","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/premium-client-portal-adoption-series-email-1\/","title":{"rendered":"Premium Client Portal Adoption Series Email 1"},"content":{"rendered":"<p>This onboarding series includes guidance, tips, and best practices to help users make the most of eMoney&#8217;s Premium Client Portal. Our goal is to help streamline the process in strengthening client engagement. This goal of this first email is to make it as easy as possible for Premium Client Portal users to get started with their new features.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This onboarding series includes guidance, tips, and best practices to help users make the most of eMoney&#8217;s Premium Client Portal. Our goal is to help streamline the process in strengthening client engagement. This goal of this first email is to make it as easy as possible for Premium Client Portal users to get started with [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":5347,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[35,493],"tags":[],"class_list":["post-5146","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-onboarding","category-premium-client-portal"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Premium Client Portal Adoption Series Email 1 - eMoney<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Premium Client Portal Adoption Series Email 1 - eMoney\" \/>\n<meta property=\"og:description\" content=\"This onboarding series includes guidance, tips, and best practices to help users make the most of eMoney&#8217;s Premium Client Portal. Our goal is to help streamline the process in strengthening client engagement. This goal of this first email is to make it as easy as possible for Premium Client Portal users to get started with [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/premium-client-portal-adoption-series-email-1\/\" \/>\n<meta property=\"og:site_name\" content=\"eMoney\" \/>\n<meta property=\"article:published_time\" content=\"2025-03-31T14:58:07+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-04-15T18:23:21+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/03\/Premium_Client_Portal_Adoption_Series_1-2.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1921\" \/>\n\t<meta property=\"og:image:height\" content=\"3703\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Sabrina Eisen\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sabrina Eisen\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/premium-client-portal-adoption-series-email-1\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/premium-client-portal-adoption-series-email-1\\\/\"},\"author\":{\"name\":\"Sabrina Eisen\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/14a9bd66f0aed483ae9e131a5e23a888\"},\"headline\":\"Premium Client Portal Adoption Series Email 1\",\"datePublished\":\"2025-03-31T14:58:07+00:00\",\"dateModified\":\"2025-04-15T18:23:21+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/premium-client-portal-adoption-series-email-1\\\/\"},\"wordCount\":65,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/premium-client-portal-adoption-series-email-1\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2025\\\/03\\\/Premium_Client_Portal_Adoption_Series_1-2.png\",\"articleSection\":[\"Onboarding\",\"Premium Client Portal\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/premium-client-portal-adoption-series-email-1\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/premium-client-portal-adoption-series-email-1\\\/\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/premium-client-portal-adoption-series-email-1\\\/\",\"name\":\"Premium Client Portal Adoption Series Email 1 - eMoney\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/premium-client-portal-adoption-series-email-1\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/premium-client-portal-adoption-series-email-1\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2025\\\/03\\\/Premium_Client_Portal_Adoption_Series_1-2.png\",\"datePublished\":\"2025-03-31T14:58:07+00:00\",\"dateModified\":\"2025-04-15T18:23:21+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/14a9bd66f0aed483ae9e131a5e23a888\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/premium-client-portal-adoption-series-email-1\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/premium-client-portal-adoption-series-email-1\\\/#primaryimage\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2025\\\/03\\\/Premium_Client_Portal_Adoption_Series_1-2.png\",\"contentUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2025\\\/03\\\/Premium_Client_Portal_Adoption_Series_1-2.png\",\"width\":1921,\"height\":3703},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#website\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/\",\"name\":\"eMoney\",\"description\":\"Client Communications Resource Center\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/14a9bd66f0aed483ae9e131a5e23a888\",\"name\":\"Sabrina Eisen\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g\",\"caption\":\"Sabrina Eisen\"},\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/author\\\/seisen\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Premium Client Portal Adoption Series Email 1 - eMoney","robots":{"index":"noindex","follow":"follow"},"og_locale":"en_US","og_type":"article","og_title":"Premium Client Portal Adoption Series Email 1 - eMoney","og_description":"This onboarding series includes guidance, tips, and best practices to help users make the most of eMoney&#8217;s Premium Client Portal. Our goal is to help streamline the process in strengthening client engagement. This goal of this first email is to make it as easy as possible for Premium Client Portal users to get started with [&hellip;]","og_url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/premium-client-portal-adoption-series-email-1\/","og_site_name":"eMoney","article_published_time":"2025-03-31T14:58:07+00:00","article_modified_time":"2025-04-15T18:23:21+00:00","og_image":[{"width":1921,"height":3703,"url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/03\/Premium_Client_Portal_Adoption_Series_1-2.png","type":"image\/png"}],"author":"Sabrina Eisen","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Sabrina Eisen"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/premium-client-portal-adoption-series-email-1\/#article","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/premium-client-portal-adoption-series-email-1\/"},"author":{"name":"Sabrina Eisen","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/14a9bd66f0aed483ae9e131a5e23a888"},"headline":"Premium Client Portal Adoption Series Email 1","datePublished":"2025-03-31T14:58:07+00:00","dateModified":"2025-04-15T18:23:21+00:00","mainEntityOfPage":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/premium-client-portal-adoption-series-email-1\/"},"wordCount":65,"commentCount":0,"image":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/premium-client-portal-adoption-series-email-1\/#primaryimage"},"thumbnailUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/03\/Premium_Client_Portal_Adoption_Series_1-2.png","articleSection":["Onboarding","Premium Client Portal"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/emoneyadvisor.com\/communications-resource-center\/premium-client-portal-adoption-series-email-1\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/premium-client-portal-adoption-series-email-1\/","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/premium-client-portal-adoption-series-email-1\/","name":"Premium Client Portal Adoption Series Email 1 - eMoney","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#website"},"primaryImageOfPage":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/premium-client-portal-adoption-series-email-1\/#primaryimage"},"image":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/premium-client-portal-adoption-series-email-1\/#primaryimage"},"thumbnailUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/03\/Premium_Client_Portal_Adoption_Series_1-2.png","datePublished":"2025-03-31T14:58:07+00:00","dateModified":"2025-04-15T18:23:21+00:00","author":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/14a9bd66f0aed483ae9e131a5e23a888"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/emoneyadvisor.com\/communications-resource-center\/premium-client-portal-adoption-series-email-1\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/premium-client-portal-adoption-series-email-1\/#primaryimage","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/03\/Premium_Client_Portal_Adoption_Series_1-2.png","contentUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/03\/Premium_Client_Portal_Adoption_Series_1-2.png","width":1921,"height":3703},{"@type":"WebSite","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#website","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/","name":"eMoney","description":"Client Communications Resource Center","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/14a9bd66f0aed483ae9e131a5e23a888","name":"Sabrina Eisen","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g","caption":"Sabrina Eisen"},"url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/author\/seisen\/"}]}},"_links":{"self":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/5146","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/comments?post=5146"}],"version-history":[{"count":12,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/5146\/revisions"}],"predecessor-version":[{"id":5344,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/5146\/revisions\/5344"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/media\/5347"}],"wp:attachment":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/media?parent=5146"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/categories?post=5146"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/tags?post=5146"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}