Set up your marketing calendar
Your Managed Marketing service includes the setup of your core automated campaigns (Happy Birthday, We Miss You etc), as well as additional email per month.
The ongoing additional monthly email is based on a calender of themes that we have developed based on best practice standards. This is designed to help relieve the pressure from you of having to think of themes every month, and make it even easier to stay connected to your clients.
Before we can do this for you, we need you to take the following steps, including selecting which campaigns you would like to send, before December 15, 2015. If you have any questions, please feel free to contact our education team at firstname.lastname@example.org.
View the new marketing calender by CLICKING HERE.
Fill out the form on this page, and check the marketing campaigns you would like us to send out for you throughout the year. One week prior to the email being sent each month, we will send you a draft of the email. You will have five business days to come back to our education team with any changes you would like to make, have a special offer you would like to include, or no longer wish to send out an email. If you wish to send a different one-off email for that month, please email email@example.com.
Select the checkbox on the form to give Shortcuts permission to activate and send emails on your behalf. If we hear nothing from you after sending the draft, your email will be sent to your clients.