BROKERBASE: AUTOMATED MARKETING PROGRAM GUIDE

Size: px
Start display at page:

Download "BROKERBASE: AUTOMATED MARKETING PROGRAM GUIDE"

Transcription

1 BROKERBASE: AUTOMATED MARKETING PROGRAM BROKERBASE: AUTOMATED MARKETING PROGRAM GUIDE Version 1.0

2

3 CONTENTS What Is the BrokerBase Automated Marketing Program?... 1 What you get with the BrokerBase Automated Marketing Program... 2 How it Works with Verico Dynamics... 3 Marketing Plan Materials... 4 the Mortgage Plan... 4 BrokerBase Automated Marketing Plan s... 5 Thank You with Referral Request... 6 Survey with Referral Request... 7 Happy Birthday Anniversary of Mortgage Quarterly Newsletter Renewal Reminder 6 Months from Maturity Renewal Reminder 3 Months from Maturity Renewal Reminder 2 Months from Maturity Renewal Reminder 1 Month from Maturity How to Enable BAMP Lender Programs Tier Tier How to Turn BAMP Lender Programs Off Doing Deals in D+H Applicant Details Mortgage Information Lender Selection Triggering the Marketing Plan Option 1: Set the deal status to Closed or Paid Option 2: Enroll in CRM What happens Next FAQ... 26

4 WHAT IS THE BROKERBASE AUTOMATED MARKETING PROGRAM? The BrokerBase Automated Marketing Program (BAMP) is a new way of collaboration between Mortgage Brokers and Preferred Lenders that will help drive business to you. It wraps your clients in customized and branded marketing plan that will keep you top of mind. This system also strategically captures cross sell opportunities on your behalf earning you more revenue streams. All you need to do is turn on the lender programs of your choice. Then complete your deal as usual, with a lender from D+H that is participating in the Program. Then, you will receive a customized Mortgage Plan document by , which you can then send to your client. Your client will receive s over the course of the mortgage, such as a Thank you , birthday s, and renewal reminders. You will get a copy of the after they receive it, so you know what is happening. You can also use this as a trigger if you want to do any personal follow up with your client. By the time maturity is coming up, you will have had numerous contacts with your client, with little to no extra effort for you. 1

5 WHAT YOU GET WITH THE BROKERBASE AUTOMATED MARKETING PROGRAM The BrokerBase Automated Marketing Program consists of a number of different s that will be sent to you or your client over the life of the mortgage. They are automatically generated based on the information from your D+H deal. The automatic marketing s provided are sent to the client, and once delivery confirmed, sent to you: The Mortgage Plan (just sent to you as a PDF, to forward to your client) Thank you with referral request Survey with referral request Happy Birthday Anniversary of mortgage Quarterly newsletter (just sent to clients) Renewal reminder 6 months from maturity Renewal reminder 3 months from maturity Renewal reminder 2 months from maturity Renewal reminder 1 months from maturity Each of the s to your client will include: Your name and in the FROM line Your client s name to personalize it Links to your MortgageWeb page, where they can submit comments, questions, referrals, etc. A custom signature block including o Your name o Your contact information as provided by your D+H profile o Your address as provided by your D+H profile 2

6 HOW IT WORKS WITH VERICO DYNAMICS Verico Dynamics also has an automated marketing engine to send similar s. Verico Dynamics and the BrokerBase Automated Marketing Program have been designed to not duplicate the marketing of the two marketing options. For any firms that have a Verico Dynamics account, the deals that get imported from D+H are flagged if they qualify for marketing under the BrokerBase Automated Marketing Program. All of the Verico-provided marketing in Verico Dynamics will check that flag to see if marketing should be sent to that deal. The BrokerBase Automated Marketing Program also checks to see if the agent s firm has a Verico Dynamics account before it sends each . If so, it will market accordingly. So if you have a deal that qualifies for the BrokerBase Automated Mortgage Program, and your firm has a Verico Dynamics account, this is who will handle each piece: BrokerBase Automated Marketing Program Verico Dynamics The Mortgage Plan * Happy Birthday Thank you with Referral Monthly newsletter ** Survey with Referral * All seasonal marketing *** Anniversary of Mortgage Renewal reminder 6 / 3 / 2 / 1 month from maturity * BrokerBase BAMP only ** If there are both accounts, client will receive Verico Dynamics monthly newsletter only, not quarterly newsletter *** Verico Dynamics only 3

7 MARKETING PLAN MATERIALS THE MORTGAGE PLAN What it is: A detailed plan for your client that will show details about you, and their mortgage What are the conditions to qualify: It must be an actual deal (not a pre-approval) on one of the BAMP lenders that you have activated the program for. Who will receive it: It will be ed to you. You can then send it to your client personally. When will it be sent: the day the deal is received by BAMP, which is usually the day after the deal is set to closed / paid or enrolled in CRM in D+H Expert. 4

8 BROKERBASE AUTOMATED MARKETING PLAN S The automatic s to your client will be sent automatically to your client on the day-of the particular event (ex. birthday, 6 months from renewal, etc.), usually in the morning. They will show as from you, with your address (per your D+H profile). See the following section to see an example of each marketing piece. Your deal will qualify for marketing if it is an approval (not a preapproval) deal on one of the BAMP lenders that you have activated the program for. Deal with a status of Cancelled won t be marketed to. From: BrokerBase Subject: BrokerBase: notification to client <client name> Then, once confirmed delivered, you will be sent a notification with a description of what was sent and to whom. The Birthday to the right is an example of a notification . Pulls from agent profile in D+H Pulls from firm profile in D+H 5

9 THANK YOU WITH REFERRAL REQUEST What it is: A thank-you for your business , including a referral request link Conditions to qualify: Deal must have been triggered for BAMP within 2 days after the Interest adjustment date. Agent must be current Verico member. Recipients: It will be ed to the primary applicant. Upon successful delivery, you will get a notification . When it will be sent: 3 days after the interest adjustment date (assuming the deal has been triggered for BAMP by 2 days after the interest adjustment date). 6

10 SURVEY WITH REFERRAL REQUEST What it is: A second thank-you for your business , including a survey request link and a referral request link Conditions to qualify: Deal must have been triggered for BAMP within 6 days after the Interest adjustment date. Agent must be current Verico member. Recipients: It will be ed to the primary applicant. Upon successful delivery, you will get a notification . When it will be sent: 7 days after the interest adjustment date (assuming the deal has been triggered for BAMP by 6 days after the interest adjustment date). 7

11 HAPPY BIRTHDAY What it is: A Happy Birthday for your client on their birthday. Includes the name of the brokerage. Conditions to qualify: Birthdate must have been provided. If firm has a Verico Dynamics account, it won t be sent by BAMP. (Verico Dynamics has priority for non-mortgage marketing.) Agent must be current Verico member. Recipients: It will be ed to the primary applicant. Upon successful delivery, you will get a notification . When it will be sent: On the day of the client s birthday 8

12 ANNIVERSARY OF MORTGAGE What it is: A Happy Anniversary on the anniversary of their mortgage. Includes a referral request link. Conditions to qualify: It won t send before the first anniversary, or on the final year (on maturity). Agent must be current Verico member. Recipients: It will be ed to the primary applicant. Upon successful delivery, you will get a notification . When it will be sent: On the day of the client s mortgage anniversary 9

13 QUARTERLY NEWSLETTER What it is: A custom version of the Home Newsletter. It will have different content every quarter, generated by the Home publishing team Conditions to qualify: If firm has a Verico Dynamics account, it won t be sent by BAMP. (Verico Dynamics has priority for non-mortgage marketing.) Agent must be current Verico member. Recipients: It will be ed to the primary applicant. Due to the potential volume of deliveries, you will not get notifications. When it will be sent: It will be sent on February 10 th, May 10 th, August 10 th, and November 10th 10

14 RENEWAL REMINDER 6 MONTHS FROM MATURITY What it is: A reminder for client that their mortgage is 6 months from maturing, so they can consider renewing Conditions to qualify: Maturity date must be provided in deal. Recipients: It will be ed to the primary applicant. Upon successful delivery, you will get a notification . When it will be sent: 6 months before the maturity date. Notes: Will be sent on behalf of firm and link to primary broker s MortgageWeb page instead of on behalf of agent if agent is not current Verico member. If a mortgage is no longer in effect or already renewed, so renewal notices not applicable, send a request with the deal ID to so the marketing can be cancelled. 11

15 Tier 2 Version for Renewal Reminder 6 Months from Maturity: 12

16 RENEWAL REMINDER 3 MONTHS FROM MATURITY What it is: A reminder for client that their mortgage is 3 months from maturing, so they can consider renewing. Includes link to video on agent s MortgageWeb site Conditions to qualify: Maturity date must be provided in deal. Recipients: It will be ed to the primary applicant. Upon successful delivery, you will get a notification . When it will be sent: 3 months before the maturity date. Notes: Will be sent on behalf of firm and link to primary broker s MortgageWeb page instead of on behalf of agent if agent is not current Verico member. If a mortgage is no longer in effect or already renewed, so renewal notices not applicable, send a request with the deal ID to so the marketing can be cancelled. 13

17 Tier 2 Version for Renewal Reminder 3 Months from Maturity: 14

18 RENEWAL REMINDER 2 MONTHS FROM MATURITY What it is: A reminder for client that their mortgage is 2 months from maturing, so time to renew. Includes link to video on agent s MortgageWeb site Conditions to qualify: Maturity date must be provided in deal. Recipients: It will be ed to the primary applicant. Upon successful delivery, you will get a notification . When it will be sent: 2 months before the maturity date. Notes: Will be sent on behalf of firm and link to primary broker s MortgageWeb page instead of on behalf of agent if agent is not current Verico member. If a mortgage is no longer in effect or already renewed, so renewal notices not applicable, send a request with the deal ID to so the marketing can be cancelled. 15

19 Tier 2 Version for Renewal Reminder 2 Months from Maturity: 16

20 RENEWAL REMINDER 1 MONTH FROM MATURITY What it is: A reminder for client that their mortgage is 1 month from maturing, so time to renew Conditions to qualify: Maturity date must be provided in deal. Recipients: It will be ed to the primary applicant. Upon successful delivery, you will get a notification . When it will be sent: 1 month before the maturity date. Notes: Will be sent on behalf of firm and link to primary broker s MortgageWeb page instead of on behalf of agent if agent is not current Verico member. If a mortgage is no longer in effect or already renewed, so renewal notices not applicable, send a request with the deal ID to so the marketing can be cancelled. 17

21 Tier 2 Version for Renewal Reminder 1 Month from Maturity: 18

22 HOW TO ENABLE BAMP LENDER PROGRAMS Before you can start benefitting from the BrokerBase Automated Marketing Program, you must first enable it. To do that, log in to your BrokerBase account at Go to Tools at the top, and select BAMP Settings. Then click Manage Activations. You will then be given the option of which programs to activate. There are two types of Lender programs you can choose from: Tier 1 and Tier 2. Under each lender, there is a checkbox. Check the boxes for the lenders you would like to activate, so it goes dark: When you ve checked all the Lenders that you d like to activate, scroll to the bottom and press the SAVE button. TIER 1 Tier 1 lenders are custom branded with the lender program, and may make mention of the Lender program or lender in the . TIER 2 Tier 2 lenders are VERICO branded, and have generic language in the . The lender is not mentioned in the , though links will go to that lender program s version of MortgageWeb. HOW TO TURN BAMP LENDER PROGRAMS OFF If you wish to turn off any lender programs, just return to this page, uncheck the lender program, and press SAVE. Note that this only turns off the lender program for any new deals going forward. Any deals already on the program will continue to receive s. 19

23 DOING DEALS IN D+H Now that BAMP lender programs are enabled, you can take advantage of them just by doing deals. There are some conditions that a deal must meet in order for this program to work. 1. You need to enter enough and accurate details, such as the applicant s address 2. It must be an approval deal (not pre-approval) 3. You must select a participating lender 4. The deal must close (this marketing program is not appropriate for deals that weren t successful) 5. You must use one of the triggers when the deal is closed in order to begin the process. APPLICANT DETAILS There are some things to remember when filling in the applicant details to get the best (or any) results The name as typed is how it will appear on marketing. So if you enter JOHN SMITH, the s will start with Hello JOHN, 2. Happy Birthday s will be sent to the applicant on this date. 3. An address is needed. Otherwise, the marketing plan will not work. 4. (Future Update) Marketing will be sent in the applicant s language 20

24 MORTGAGE INFORMATION Application Type must be approval (pre-approval option in future version) 2. Initial thank you s are based off the interest adjustment date it is the starting date of the plan. It also determines the maturity date (3) with the term length, which the anniversary and renewal reminder s are based off of. So this must be accurate. 21

25 LENDER SELECTION For each lender program, you must select an appropriate lender in order for it to work. Not all options for a lender are participating in this program. Lender Program Tier 1 LifeCycle Mortgage: Home Advisors: Canadian Home Buyers Advisors: Canadian Expert Advisors: Tier 2 B2B Bank: Street Capital: MCAP: Merix: RMG Mortgages: Industrial Alliance: ScotiaBank: First National: National Bank: TD Canada Trust: CMLS Financial Equitable Bank MonCana Bank Optimum Mortgage Xceed Mortgage Corporation Lenders to Select on Deal VERICO LifeCycle Mortgage Home Trust Company Accelerator VERICO Cdn Home Buyer's Mtg Canadiana Financial Corp B2B Bank Street Capital Financial MCAP Eclipse MCAP Existing Customer MCAP Existing Customer MCAP Select MCAP Toronto/Vancouver Merix Financial RMG Mortgages Industrial Alliance HO Scotiabank / Banque Scotia First National (AB SK MB) First National (BC) First National (ON QC ATL) National Bank Toronto TD Canada Trust CMLS Financial Equitable Bank-Atlantic Cnd Equitable Bank-Ontario Equitable Bank-Western Cnd MonCana Bank Optimum Mortgage (CWT) Xceed Mortgage Corporation 22

26 TRIGGERING THE MARKETING PLAN Once a deal is closed successfully, you can trigger the deal in D+H to be brought into BrokerBase to start the marketing plan. Make sure you ve updated the applicant details and mortgage information before you do this, as you will not be able to afterwards. There are two options on how you can trigger the plan to start. Whichever is done first will start the process. OPTION 1: SET THE DEAL STATUS TO CLOSED OR PAID If you set the deal status to either Closed or Paid once the deal is closed, the deal will import into BrokerBase the next day. Marketing will begin from there. Reminder that the first s (thank you and survey s) are 3 and 14 days from the interest adjustment date. OPTION 2: ENROLL IN CRM If you don t use the deal statuses Closed or Paid as part of your mortgage process, you can still trigger the import by using the CRM enrollment function of D+H. 1. Go to Services section, and click the CRM Enrollment button. 23

27 2. In the form that comes up, there is a good deal of fields that come up. You can ignore most of them. Just set the brokerbase.ca dropdown to Include, and set the Enrollment Date to the next day s date. (If you use today s date or a past date, the deal will not import. You can also set another future date, but just be aware that if you set it too late, you may miss the initial thank you and survey s if that date is too far past the interest adjustment date.) 3. Press Save. Note: It is possible to set an old deal to trigger, either by changing the status to closed/paid, or by setting an enrollment date, in order to try to market on it. The BrokerBase Automated Marketing Program is not designed to market to older deals. There are some safeguards in place to try to avoid marketing errors on older deals, but it can t account for every situation. So triggering a past deal may cause some unpredictable marketing. It is highly recommended to only trigger new deals, however you are responsible if you want to attempt marketing on older deals. 24

28 WHAT HAPPENS NEXT After you ve set up the plans, and closed a deal for the BrokerBase Automated Marketing Program, you will receive the Mortgage Plan the day after the trigger. You can forward that to your client. Then, after an is sent to you client, you will receive a notification of the . You will receive notifications of all s over the course of the mortgage, except for newsletters. 25

29 FAQ Can I select which s go out? Or can I create my own, or change what the s say? BAMP has a fixed set of marketing materials. There is no option to select which s go out, or make your own. If you wish to have that option, we suggest trying Verico Dynamics (www.vericodynamics.ca). D+H says CRM enrollment. Does this mean there is a CRM I can log into to see and edit my BrokerBase deals? BAMP is entirely automated. There is no CRM for you to use for BrokerBase the CRM enrollment was a built-in multipurpose section in D+H that BrokerBase takes advantage of. Verico does provide a CRM option with Verico Dynamics, though any changes done on deals in Verico Dynamics do not affect BAMP marketing. Do all of my applicants get the marketing s? At this time, only the primary applicants are able to get the s. What if I do CRM enrollment for a deal with a lender that isn t listed in BAMP? Can that deal get the marketing? Only approved lenders that are part of the program will receive any marketing. Setting the CRM enrollment on non-bamp lenders won t have any affect. If I forgot to change my deal s status or enroll in CRM, and a few weeks has passed since the deal closed, can I still get the deal on BAMP? Yes, you can still change your deal status to closed or paid, or enroll in CRM. You will be sent the Mortgage Plan, and the client will be on the marketing plan. Note that the initial Thank you and Survey s are based off the interest adjustment date, so the client will not receive these s. But the rest will still be sent as normal. What if a deal is stopped before maturity? For example, if it gets refinanced? How do I stop the marketing from continuing? BrokerBase can t tell if a deal is over. There isn t a way at this time for you to stop marketing to that client directly. So go to to open an Automated Marketing Program case with the application ID, so we can stop marketing to that deal. If I click unsubscribe in the notification s, does that stop marketing to my client? Clicking unsubscribe will unsubscribe your , not your clients. Which means 26

30 your client will continue to receive s, but you won t get any notifications. It is also not recommended to have your client click unsubscribe, as it would also unsubscribe their for all future marketing, even on the next deal. What if an agent leaves the firm? Does the marketing keep going? If an agent is deactivated in D+H, BrokerBase will stop general marketing for that deal. It will still send out renewal notices, except that they ll be on behalf of the firm, and the links in the will go to the MortageWeb page of the broker owner of the firm. Note that it is important to update agent statuses in D+H, so BAMP doesn t continue to market under that agent s name. What if my firm leaves Verico? BrokerBase and BAMP are exclusively for the benefit of Verico members. All marketing for past clients will be stopped. My information in the signature box is wrong. How do I change that? That information is pulled for your D+H profile. If you update that, it will be updated in BAMP the next day, and will be updated in the marketing. I made a mistake in my data entered. How do I change it? There isn t a way for you to directly change the information on a deal that is already part of BrokerBase BAMP. If there is some critical info that needs to be changed, you can request it at with the details of the deal and what you need changed. Note that our capacity is limited, so a few days notice may be needed to affect the change. It is recommended to confirm the information entered as much as possible before submitting. I see you market to Approval deals. What about Pre-Approvals? We are currently working on a marketing program targeting pre-approvals for an upcoming release. 27

BROKERBASE: AUTOMATED MARKETING PROGRAM

BROKERBASE: AUTOMATED MARKETING PROGRAM THANK YOU EMAIL WITH REFERRAL REQUEST A thank-you for your business email, including a referral request link Deal must have been triggered for BAMP within 4 days after the Interest adjustment date. Agent

More information

MortgageCEO In-Depth Walkthrough

MortgageCEO In-Depth Walkthrough MortgageCEO In-Depth Walkthrough Overview MortgageCEO is a CRM and marketing tool provided to you for FREE by corporate Cloud-based platform All LOs have a website they can use The URL is usually www.afncorp.com/yourname

More information

CREATE REPORTS IN TASKSTREAM

CREATE REPORTS IN TASKSTREAM CREATE REPORTS IN TASKSTREAM In order to create reports in TaskStream you have to be assigned permission by the TaskStream Coordinator. If you are unsure, contact Daryl Six at daryl.six@eku.edu. 1. Performance

More information

mpc support FAQ FAQ FAQ FAQ A 360 Degree Contact Management Company

mpc support FAQ FAQ FAQ FAQ A 360 Degree Contact Management Company mpc support FAQ FAQ FAQ FAQ A 360 Degree Contact Management Company Table of Contents 1 Getting Started...8 1.1 Settings... 8 1.2 Logo and Signature... 9 1.3 Explore the Mortgage Planner CRM...9 2 Tasks...10

More information

SAMPLE. Quick Facts CONGRATULATIONS. Mr. John Doe, YOUR MORTGAGE PLAN ON YOUR HOME PURCHASE! about your mortgage. $450,000.00

SAMPLE. Quick Facts CONGRATULATIONS. Mr. John Doe, YOUR MORTGAGE PLAN ON YOUR HOME PURCHASE! about your mortgage. $450,000.00 1 SAMPLE Mr. John Doe, CONGRATULATIONS ON YOUR HOME PURCHASE! Quick Facts about your mortgage. AMOUNT $450,000.00 TERM INTEREST RATE 3.00% FIXED TERM, 5 YEARS PAYMENT $2,129.60 / MONTH TERM 5 Years ENDS

More information

U.S. Online Banking & Bill Pay Frequently Asked Questions

U.S. Online Banking & Bill Pay Frequently Asked Questions U.S. Online Banking & Bill Pay Frequently Asked Questions How do I enroll in estatements? Choosing estatements is a smart, safe and environmentally-friendly way to receive and manage your monthly account

More information

Introduction. Getting Started

Introduction. Getting Started Introduction The object of this manual is to provide you with the necessary navigational support in order for you to invite your clients to the portal and communicate with them directly from the client

More information

Lead Management System

Lead Management System Welcome to MSPowermail s user-friendly. To log into the system, input the same information that you currently use for our online leads site. If you don t have, or don t remember your credentials, please

More information

Choosing estatements is a smart, safe and environmentally-friendly way to receive and manage your monthly account information.

Choosing estatements is a smart, safe and environmentally-friendly way to receive and manage your monthly account information. U.S. Online Banking Frequently Asked Questions How do I enroll in estatements? Choosing estatements is a smart, safe and environmentally-friendly way to receive and manage your monthly account information.

More information

BENEFITS OF THE INBOUND MARKETING PROGRAM

BENEFITS OF THE INBOUND MARKETING PROGRAM BENEFITS OF THE INBOUND MARKETING PROGRAM Make more money The company already routes leads to brokers through various channels, but the inbound department generates more, different, high quality leads.

More information

Vico Licensing Management System User Guide

Vico Licensing Management System User Guide Vico Licensing Management System User Guide Table of Contents Introduction to Vico Licensing Management System... 3 Login and Password... 3 Account Details Page... 4 Vico Contact Tab... 5 Account Details

More information

www.whyabe.com Contract Management Manual

www.whyabe.com Contract Management Manual www.whyabe.com Contract Management Manual WhyAbe.com Overview...2 Contract Management...2 1.) Benefits...2 2.) Owners...2 3.) Adding Suppliers...4 4.) Reviewer s List...6 5.) Adding a Contract...7 6.)

More information

Editorial Manager: Frequently Asked Questions Editor Problems

Editorial Manager: Frequently Asked Questions Editor Problems Contents General Problems... 2 The author s manuscript is not in my main menu... 2 The author said they uploaded the manuscript, so why can t I find the file in my menu?... 2 Author sent file per e-mail...

More information

Receiving Secure Email Customer Support frequently asked questions

Receiving Secure Email Customer Support frequently asked questions Registering a Secure Password Q. Where do I find the current Secure email guidance documentation? A. Published on Glasgow City Council website. Q. My organisation has its own email encryption tool, do

More information

Beginner s guide to signing up to use the VAT Online service

Beginner s guide to signing up to use the VAT Online service Beginner s guide to signing up to use the VAT Online service You ll find this guide useful if you re a VAT customer who hasn t yet signed up to use the HM Revenue & Customs (HMRC) VAT Online service and

More information

the ultimate guide to email marketing for insurance agents

the ultimate guide to email marketing for insurance agents the ultimate guide to email marketing for insurance agents what s in here? Email marketing & content marketing...3-4 Email marketing best practices...5 Email campaigns for insurance agents...6 AgencyBloc

More information

Sage Accountants Business Cloud Triggered Email Guide

Sage Accountants Business Cloud Triggered Email Guide Sage Accountants Business Cloud Triggered Email Guide VERSION 1.0 September 2013 Contents Triggered campaigns 3 Setting a campaign as triggered 3 Creating the contact data fields 5 Creating triggers 6

More information

Frequently Asked Questions Mindful Schools Online Courses. Logging In... 2. Navigation... 3. Emails & Forums... 3. Tracking My Work... 4. Files...

Frequently Asked Questions Mindful Schools Online Courses. Logging In... 2. Navigation... 3. Emails & Forums... 3. Tracking My Work... 4. Files... Frequently Asked Questions Mindful Schools Online Courses Short Video tutorials (coming soon) Getting Started How to update your profile and add a picture How to post in a forum How to complete self-reflection

More information

MQA Online Services Portal

MQA Online Services Portal MQA Online Services Portal Registration and Adding a License User Guide 1. Hello and welcome to the Division of Medical Quality Assurance s online help tutorials. The MQA Online Services Portal is the

More information

SCOTIABANK STUDENT GIC PROGRAM GUIDE. I. How does the Scotiabank Student GIC Program work?

SCOTIABANK STUDENT GIC PROGRAM GUIDE. I. How does the Scotiabank Student GIC Program work? IMPORTANT: This Scotiabank Student GIC Program Guide outlines program and product details effective May 1st, 2014. If you are set-up under the old program (Cashable GIC) and require assistance, please

More information

FOLLOW UP WITH YOUR CUSTOMERS AND BUILD LOYALTY

FOLLOW UP WITH YOUR CUSTOMERS AND BUILD LOYALTY Dimensional Business Solutions FOLLOW UP WITH YOUR CUSTOMERS AND BUILD LOYALTY 1012 Deer River Circle SE Calgary AB T2J 6Z1 Canada Phone: 1-403-225-2224 Email: sales@positivelyretail.com Introduction Most

More information

SCOTIABANK STUDENT GIC PROGRAM GUIDE. I. How does the Scotiabank Student GIC Program work?

SCOTIABANK STUDENT GIC PROGRAM GUIDE. I. How does the Scotiabank Student GIC Program work? IMPORTANT: This Scotiabank Student GIC Program Guide outlines program and product details effective August 18, 2014. If you are set-up under the old program (Cashable GIC opened prior to May 1, 2014) and

More information

Salesforce Bootcamp for Nonprofits Workbook

Salesforce Bootcamp for Nonprofits Workbook Salesforce Bootcamp for Nonprofits Workbook 1 501Partners, LLC Contents OVERVIEW & TERMINOLOGY...4 1. ENTERING CONTACTS AND ORGANIZATIONS...5 Exercise 1: Create Two Individual Contacts and connect them

More information

Using WhatCounts Publicaster Edition To Send Transactional Emails

Using WhatCounts Publicaster Edition To Send Transactional Emails Using WhatCounts Publicaster Edition To Send Transactional Emails 1 DEFINITION Transactional email by definition is any message in which the primary purpose facilitates an already agreed-upon transaction

More information

Daily Gameplan (DGP) Online

Daily Gameplan (DGP) Online Daily Gameplan (DGP) Online User Guide Sales & Follow-Up Systems Table of Contents Getting Started 3 About The Daily Gameplan Online 3 Quick Start-Up Guide.....4-5 Access the Daily Gameplan Online 6-7

More information

E-MAIL MARKETING WHITEPAPER. For E-Commerce. Published by Newsletter2Go

E-MAIL MARKETING WHITEPAPER. For E-Commerce. Published by Newsletter2Go E-MAIL MARKETING WHITEPAPER For E-Commerce Published by Newsletter2Go Email Marketing for E-Commerce In our highly digitized world, email is often the only form of communication that businesses have with

More information

Taking Attendance in Salesforce with the Attendance Tracker

Taking Attendance in Salesforce with the Attendance Tracker Taking Attendance in Salesforce with the Attendance Tracker Contents To Access the Attendance Tracker... 2 Set up a Master Record for the Program Cycle... 3 Enrolling Participants... 4 To Add Individual

More information

Club Offers Management

Club Offers Management Club Offers Management Campaign Builder (Club Offers Management - 13/11/12) Page 1 Campaign Builder (Club Offers Management - 13/11/12) Page 2 Contents Contents... 1 Club Offers Management... 5 Tagging

More information

Small group medical underwriting FAQ

Small group medical underwriting FAQ Small group medical underwriting FAQ General Questions 1. What is medical underwriting for small businesses? Medical underwriting is a method of determining an employer s premium rate for health insurance

More information

STX Beacon User Guide Setup

STX Beacon User Guide Setup STX Beacon User Guide Setup Table of Contents 3 Setup Company 3 Setup Clients 6 Setup Appointments 9 Setup Service 12 Setup Inventory 14 Setup Packages 15 Setup Workers 22 Setup Tickets 23 Setup Emails

More information

No. FinanceWorks is a free benefit for Premier America Online Banking users aimed to help you manage your finances more easily.

No. FinanceWorks is a free benefit for Premier America Online Banking users aimed to help you manage your finances more easily. FinanceWorks Frequently Asked Questions Getting Started with FinanceWorks... 1 Adding Accounts... 2 Managing Outside Accounts... 2 Managing Transactions... 3 Managing Accounts/Settings... 4 Goals... 5

More information

Email Marketing System Options

Email Marketing System Options System Options Different Systems for Different Users We run various different types of systems for different users based on their email marketing requirements. If you have your own email marketing system

More information

CENTURY 21 Business Builder SM Agent FAQs Contents

CENTURY 21 Business Builder SM Agent FAQs Contents Contents Business Builder General... 5 What exactly will C21 agents and brokers receive?... 5 How is CENTURY 21 Business Builder different from what other agents at other franchises can get from Market

More information

Luther College Student Supervisor procedures for Web Time Entry

Luther College Student Supervisor procedures for Web Time Entry Luther College Student Supervisor procedures for Web Time Entry WTE: my.luther.edu This set of web screens is designed to allow you to approve time sheet information for your student employees on the web.

More information

Electronic approvals for forms

Electronic approvals for forms Click on any of the boxes below to explore more detail, including answers to frequently asked questions, video quick links, and more. Electronic approvals for wires Electronic approvals for forms Security

More information

A KUNO CREATIVE EBOOK. How to Get Started with MARKETING AUTOMATION

A KUNO CREATIVE EBOOK. How to Get Started with MARKETING AUTOMATION A KUNO CREATIVE EBOOK How to Get Started with MARKETING AUTOMATION So you have a database of a few thousand contacts. Every month you send those contacts a nice email newsletter with little bits of information

More information

Shasta College SharePoint Tutorial. Create an HTML Form

Shasta College SharePoint Tutorial. Create an HTML Form Create an HTML Form SharePoint HTML forms are based on Lists. Lists are like mini-databases inside of SharePoint that define the form s fields and stores the data submitted from the form. Before you can

More information

Admin Guide for Lead-Xpress

Admin Guide for Lead-Xpress Admin Guide for Lead-Xpress Table of Contents Enabling Lead-Xpress... 2 Creating new Lead-Xpress Users... 3 Adding New Lead-Xpress Users Individually...3 Importing a Group of Sales Reps...4 Customizing

More information

TIPS FOR CREATING SEP S ON DEGREEWORKS Skyline College Counselor Training April 22, 2013

TIPS FOR CREATING SEP S ON DEGREEWORKS Skyline College Counselor Training April 22, 2013 TIPS FOR CREATING SEP S ON DEGREEWORKS Skyline College Counselor Training April 22, 2013 Basic DegreeWorks and DegreeWorks Education Plan Instructions are available on the Banner Portal Training page:

More information

Quick help guide on upcoming antispam legislation and your parish

Quick help guide on upcoming antispam legislation and your parish Quick help guide on upcoming antispam legislation and your parish First off: Don t Panic! As you may know, the Government of Canada recently finalized regulations for the Canadian Anti- Spam Legislation

More information

4-H Online HelpSheet. c. Click Member: Email and click the double arrows 5/10/13

4-H Online HelpSheet. c. Click Member: Email and click the double arrows 5/10/13 Broadcast Emails and Adding documents within Emails You can send broadcast emails through 4 H Online. Even better, you can include documents within these emails to help improve communications between the

More information

Day to Day Operations Guide

Day to Day Operations Guide Day to Day Operations Guide Contents The Fulfillment Process... 2 Fulfilling Orders... 3 Sales Tax Documentation... 6 Cancelling an Order or Changing Order Quantity... 6 Processing Refunds and Partial

More information

Following is the Sample Copy of the Application Form:

Following is the Sample Copy of the Application Form: Begin your GIC Application. Complete all required fields. Application Form must be TYPED to be accepted. It CANNOT be HANDWRITTEN. Ensure your Personal email address is correctly input and review your

More information

*NEW* White Label Reseller Billing System Guide

*NEW* White Label Reseller Billing System Guide *NEW* White Label Reseller Billing System Guide Document Updated: May 29, 2012 Billing Features Page 2 Upgraded Billing System Cost Page 3 Getting Started Page 4-6 How It Works Page 6-8 Basic Billing Flow

More information

Contact Manager HELP GUIDE

Contact Manager HELP GUIDE Contact Manager HELP GUIDE Monday Friday 8 am 7:30 pm, Saturday 9 am 5 pm, Sunday 9 am 1 pm Revised: June 3, 2014 Table of Contents Managing Contacts... 4 Create A New Contact... 4 Contact Name(s)... 4

More information

Creating Responsive Drip Campaigns

Creating Responsive Drip Campaigns Creating Responsive Drip Campaigns www.salesnexus.com Creating Responsive Drip Campaigns z 2 Sending a drip campaign to a prospect or a client is a great way to engage them without taking your staff s

More information

Veeam MarketReach User Guide. Automate Your Marketing. Grow Your Business.

Veeam MarketReach User Guide. Automate Your Marketing. Grow Your Business. Veeam MarketReach User Guide Automate Your Marketing. Grow Your Business. March, 2013 Contents PART 1. INTRODUCTION 3 What is Veeam MarketReach? 3 PART 2. ENTERING VEEAM MARKETREACH 3 Who can access Veeam

More information

I WANT TO INCREASE MORTGAGE LOAN BALANCES

I WANT TO INCREASE MORTGAGE LOAN BALANCES Volume 17: Loan-to-Value Analysis Report I WANT TO INCREASE MORTGAGE LOAN BALANCES Find out how to CONTACT MEMBERS WITH AN LTV OF YOUR CHOICE! 2014 CU*Answers Web Services ~collat/managment_services/building_the_factory_covers

More information

Setting up Alerts. This booklet is designed to assist with setting up alerts in your 1080 emoney Portal

Setting up Alerts. This booklet is designed to assist with setting up alerts in your 1080 emoney Portal This booklet is designed to assist with setting up alerts in your 1080 emoney Portal 1. From the Home page, click on Settings at the top of the page. 2. Alerts can be created for Personal Finance, Investments

More information

11 Effective Ways to Use LinkedIn for Business Development

11 Effective Ways to Use LinkedIn for Business Development 11 Effective Ways to Use LinkedIn for Business Development LinkedIn & Social Selling for Business Development by Brynne Tillman contributions by (YOUR NAME HERE) by Social Sales Link LinkedIn for Business

More information

MEASURING THE SUCCESS

MEASURING THE SUCCESS THE COMPLETE GUIDE TO MEASURING THE SUCCESS OF DIRECT MAIL MARKETING Everything you need for success in the modern marketing organization 1 Contents Introduction 3 Measure the effectiveness Part I 5 Driving

More information

Welcome. This is the Title I Electronic Application Webinar and this morning we will walk through the online application process. I wanted to do a couple of housekeeping issues first. My name is Lynda

More information

I WANT MORE LOANS OPPORTUNITIES! GENERATE REFINANCE. Find out how to. Simple DIY Instructions Inside! can do it for you!

I WANT MORE LOANS OPPORTUNITIES! GENERATE REFINANCE. Find out how to. Simple DIY Instructions Inside! can do it for you! Volume 1: Where Your Members Borrow I WANT MORE LOANS Find out how to GENERATE REFINANCE OPPORTUNITIES! 2014 CU*Answers Web Services ~collat/managment_services/building_the_factory_covers DON T HAVE THE

More information

SalesFUSION Partner Certification Guide

SalesFUSION Partner Certification Guide SalesFUSION Partner Certification Guide Welcome to the SalesFUSION Partner Family!! This document will guide you through the SalesFUSION Certified Partner Program. At each step there will be videos to

More information

Chase QuickPay SM FAQs

Chase QuickPay SM FAQs Chase QuickPay SM FAQs Using QuickPay How does Chase QuickPay work? 1. You set up a payment 2. Your recipient receives a message 3. Your recipient signs up (if new to Chase QuickPay) 4. Your recipient

More information

The Social Accelerator Setup Guide

The Social Accelerator Setup Guide The Social Accelerator Setup Guide Welcome! Welcome to the Social Accelerator setup guide. This guide covers 2 ways to setup SA. Most likely, you will want to use the easy setup wizard. In that case, you

More information

HOW TO SELL A STOCK BY KELLY GREEN

HOW TO SELL A STOCK BY KELLY GREEN HOW TO SELL A STOCK BY KELLY GREEN HOW TO SELL A STOCK In our first report, How to Buy a Stock, we took you step-by-step through selecting a broker and making your first trade. But we also pointed out

More information

Nurture Registrants with Triggered Email Follow-up

Nurture Registrants with Triggered Email Follow-up Nurture Registrants with Triggered Email Follow-up Will Schnabel VP Business Development, Silverpop wschnabel@silverpop.com Twitter: @wschnabel Silverpop 1400+ customers, 2000+ brands Email Marketing and

More information

Welcome to Lake Land College

Welcome to Lake Land College Welcome to Lake Land College Please read through all of the enclosed information to ensure you are connected to all of the resources we have to offer. What s new? The Start Button- Look for this button

More information

Chapter 3 ADDRESS BOOK, CONTACTS, AND DISTRIBUTION LISTS

Chapter 3 ADDRESS BOOK, CONTACTS, AND DISTRIBUTION LISTS Chapter 3 ADDRESS BOOK, CONTACTS, AND DISTRIBUTION LISTS 03Archer.indd 71 8/4/05 9:13:59 AM Address Book 3.1 What Is the Address Book The Address Book in Outlook is actually a collection of address books

More information

As your financial institution completes its system conversion, you

As your financial institution completes its system conversion, you QuickBooks Business Accounting Software 2007 2009 for Windows Account Conversion Instructions Converting from Direct Connect to Web Connect As your financial institution completes its system conversion,

More information

ProExtra eclaiming User Guide

ProExtra eclaiming User Guide ProExtra eclaiming User Guide Welcome to ProExtra eclaiming. You can use this system to submit claims to ProCare, for the services you have provided to patients referred to you by their GPs. You will need

More information

1) Important browser information New 2) Why is my browser so slow? 3) How can I view more than one screen without the other disappearing?

1) Important browser information New 2) Why is my browser so slow? 3) How can I view more than one screen without the other disappearing? Known/Unresolved issues: Browser Scan to e-mail Creating Help Desk tickets for the scan-to-email issue is no longer necessary. A member of MIS will follow up with each office to determine scan-to-email

More information

Talking to your client about a

Talking to your client about a Talking to your client about a SMART Loan Referral A Primerica Representative resource Table of Contents Clients who haven t completed a Financial Needs Analysis 4 Clients who have completed a Financial

More information

Homebuyers Guide Scott Dawson Mortgage Specialist

Homebuyers Guide Scott Dawson Mortgage Specialist Homebuyers Guide Scott Dawson Mortgage Specialist Verico Paragon Pacific Mortgages Inc. phone: 778.668.9320 toll free:1.888.759.0190 Getting Started It s an exciting time when you decide to purchase a

More information

Offline Payment Methods

Offline Payment Methods Offline Payment Methods STRONGVON Tournament Management System 1 Overview The STRONGVON Tournament Management System allows you to collect online registration, while arranging for offline payment methods

More information

If you have registered previously with Job Service, simply log in with your username and password to start posting jobs.

If you have registered previously with Job Service, simply log in with your username and password to start posting jobs. HOW TO ENTER YOUR OWN JOB ORDER More and more employers are using the Job Service website, https://jobs.mt.gov to post and monitor their own job listings. Here are some hints that will help make your job

More information

Secrets to Email Marketing Success 9 tips for measuring performance

Secrets to Email Marketing Success 9 tips for measuring performance internet made easy Secrets to Email Marketing Success 9 tips for measuring performance There s more to bouncing than what the rubber balls do. Conversion: it s not just for churches anymore. OCTOBER 2012

More information

Updated Small Business Marketplace Portal Functionality. Employment Classes & New Hire Waiting Period criteria

Updated Small Business Marketplace Portal Functionality. Employment Classes & New Hire Waiting Period criteria Health Option Riders Updated Small Business Marketplace Portal Functionality The Religious Exemption health option rider and Domestic Partner health option rider have been moved to the employer group level,

More information

Contact Management. Table of Contents

Contact Management. Table of Contents Contact Management Table of Contents Overview:... 2 Contact Controls... 2 Add a New Contact by Admin... 4 Add/Edit a member s BUSINESS LISTING info by ADMIN... 6 Associates... 8 Canceling vs. Deleting

More information

MEMBERSHIP PACKAGE KICKSTART KIT

MEMBERSHIP PACKAGE KICKSTART KIT MEMBERSHIP PACKAGE KICKSTART KIT Do-It-Yourself Customer Build Information A List BUILD A LIST PACKAGE OVERVIEW Objective This package is designed to handle the basic processes for capturing leads so that

More information

FedEx Billing Online PDF Help Guide Invoiced Customers

FedEx Billing Online PDF Help Guide Invoiced Customers FedEx Billing Online PDF Help Guide Invoiced Customers Table of Contents Introduction... 2 Logging In/Your Account Summary... 3 Viewing... 5 Approving and Notifying... 9 Canceling Approvals... 14 Paying...

More information

User Guide. A guide to online services available through Sircon for Education Providers. DOC CX 08/13/10 02/02 v5

User Guide. A guide to online services available through Sircon for Education Providers. DOC CX 08/13/10 02/02 v5 User Guide A guide to online services available through Sircon for Education Providers DOC CX 08/13/10 02/02 v5 Contents Contents Contents... 2 Introduction... 4 About this Guide... 4 Getting Started...

More information

Quick Tips For Full-Access Accounts

Quick Tips For Full-Access Accounts Florida SHOTS Quick Tips For Full-Access Accounts Contact Information www.flshots.com Free help desk: 877-888-SHOT (7468) Monday Friday, 8 A.M. to 5 P.M. Eastern A complete user guide and Web-based training

More information

SAP Digital CRM. Getting Started Guide. All-in-one customer engagement built for teams. Run Simple

SAP Digital CRM. Getting Started Guide. All-in-one customer engagement built for teams. Run Simple SAP Digital CRM Getting Started Guide All-in-one customer engagement built for teams Run Simple 3 Powerful Tools at Your Fingertips 4 Get Started Now Log on Choose your features Explore your home page

More information

Aesop QuickStart Guide for Substitutes

Aesop QuickStart Guide for Substitutes Aesop QuickStart Guide for Substitutes This guide will show you how to: Log on to the Aesop system Navigate the Aesop Web site Find and accept jobs online* Manage your schedule Cancel an assignment* Manage

More information

Contact Manager and Document Tracking. CampusVue Student User Guide

Contact Manager and Document Tracking. CampusVue Student User Guide Contact Manager and Document Tracking CampusVue Student User Guide Campus Management Corporation Web Site http://www.campusmanagement.com/ E-mail Information: Support: E-mail form on Web site support@campusmgmt.com

More information

The Ultimate Mortgage Checklist

The Ultimate Mortgage Checklist The Ultimate Mortgage Checklist The Rate 1. Is the rate you re quoting me the lowest I can possibly get, given my qualifications and mortgage preferences? 2. If I find a lower rate for a similar product

More information

The online car trading manual for professional car traders

The online car trading manual for professional car traders The online car trading manual for professional car traders The European car auction platform! Expand your car business successfully Large offer of used cars and light trucks Easy buying process Excellent

More information

Reseller Guide. Tracker Software Online Ordering System. 2001-2015 Tracker Software Products Ltd

Reseller Guide. Tracker Software Online Ordering System. 2001-2015 Tracker Software Products Ltd Reseller Guide Tracker Software Online Ordering System 2001-2015 Tracker Software Products Ltd North/South America, Australia, Asia Office: Tracker Software Products (Canada) Ltd., PO Box 179 Duncan. BC

More information

CUSTOM MOBILE APP DEVELOPMENT & LICENSING

CUSTOM MOBILE APP DEVELOPMENT & LICENSING CUSTOM MOBILE APP DEVELOPMENT & LICENSING We believe in empowering users and professionals with the best mobile solutions. We do this by building beautifully designed products that are easy to use with

More information

Automated Marketing Assistant. Growing your business with Set It & Forget It Customer Communications

Automated Marketing Assistant. Growing your business with Set It & Forget It Customer Communications Automated Marketing Assistant Growing your business with Set It & Forget It Customer Communications Customer Assistant Website The Customer Assistant Website (CAW) is an online application your customers

More information

Insurance from MLC. Adviser use only. How to Guide. For My Retention and your Daily retention email summary

Insurance from MLC. Adviser use only. How to Guide. For My Retention and your Daily retention email summary Insurance from MLC Adviser use only How to Guide For My Retention and your Daily retention email summary Better service Better product Contents This guide is a step-by-step Her s manual what you ll find

More information

Staying Organized with the Outlook Journal

Staying Organized with the Outlook Journal CHAPTER Staying Organized with the Outlook Journal In this chapter Using Outlook s Journal 362 Working with the Journal Folder 364 Setting Up Automatic Email Journaling 367 Using Journal s Other Tracking

More information

Online Bill Payment & Presentment User Guide

Online Bill Payment & Presentment User Guide Table of Contents Alerts and Notifications... 4 Add an email Notification...4 Cancel an email Notification...5 Automatic Payments... 6 Add a Standard Automatic Payment Rule...6 Add an Automatic Payment

More information

Table of Contents. Page 1 MLS PIN Customer Support 800 695 3000 Monday Friday 8 am to 7:30 pm, Saturday 9 am to 5 pm, Sunday 9 am to 1 pm

Table of Contents. Page 1 MLS PIN Customer Support 800 695 3000 Monday Friday 8 am to 7:30 pm, Saturday 9 am to 5 pm, Sunday 9 am to 1 pm Table of Contents Activity... 4 Chart Time Frame... 4 Listing Activity Chart... 4 View Price Activity Chart... 4 Archive... 4 Archive Contacts... 4 Unarchiving Contacts... 5 Assign Contacts... 5 Assigned

More information

SMALL BUSINESS HEALTH OPTIONS PROGRAM. Marketplace AGENT/BROKER ENROLLMENT USER GUIDE

SMALL BUSINESS HEALTH OPTIONS PROGRAM. Marketplace AGENT/BROKER ENROLLMENT USER GUIDE SMALL BUSINESS HEALTH OPTIONS PROGRAM Marketplace AGENT/BROKER ENROLLMENT USER GUIDE Table of Contents 1. Helping employers enroll in the SHOP Marketplace...3 Create a profile on HealthCare.gov...3 Adding

More information

Answers to Cardmember questions about Online Services and statement delivery.

Answers to Cardmember questions about Online Services and statement delivery. Answers to Cardmember questions about Online Services and statement delivery. For more information, please contact your Program Administrator or Customer Service. Online Statements What is an Online Statement?

More information

Mobile PC Branch App for Android Walkthrough

Mobile PC Branch App for Android Walkthrough Mobile PC Branch App for Android Walkthrough Android Main Screen Main Page Select the Contact Us link to see the various ways of getting in touch with DCU Select the Rates link to view rates on all our

More information

5 STEPS TO SALESFORCE SUCCESS

5 STEPS TO SALESFORCE SUCCESS 5 STEPS TO SALESFORCE SUCCESS Introduction So you ve implemented Salesforce and have begun your Salesforce journey! Congratulations Salesforce is the number one CRM system and you can now manage your current

More information

MacTRAC Attaching Resumes and Hiring Candidates July 2010

MacTRAC Attaching Resumes and Hiring Candidates July 2010 INTRODUCTION TO HIRING CANDIDATES MacTRAC requires the approval of a requisition prior to initiating an offer to your candidate. Once approval is received, (which means that all approvers have approved

More information

TIPSHEET. 5 Tactics To Get Your Subject Line Noticed

TIPSHEET. 5 Tactics To Get Your Subject Line Noticed TIPSHEET 5 Tactics To Get Your Subject Line Noticed 5 TACTICS TO GET YOUR SUBJECT LINE NOTICED Every marketer knows that trying to stand out in the cluttered world of email newsletters is difficult. People

More information

FedEx Billing Online PDF Help Guide Credit Card Customers

FedEx Billing Online PDF Help Guide Credit Card Customers FedEx Billing Online PDF Help Guide Credit Card Customers Table of Contents Introduction... 2 Logging In/Your Account Summary... 3 Viewing... 4 Disputing... 8 Searching... 9 Downloading... 11 Managing

More information

Support for Counselors, Advisors, & Faculty Users

Support for Counselors, Advisors, & Faculty Users 1 Support for Counselors, Advisors, & Faculty Users G R A N D R A P I D S C O M M U N I T Y C O L L E G E 2 I want to know: PAGE What is MyDegreePath? 3 How does MyDegreePath help Counselors, Academic

More information

Lawrence University Web Time Entry for Approvers

Lawrence University Web Time Entry for Approvers Lawrence University Web Time Entry for Approvers As a supervisor, you have the authority to approve your employees and student employees time sheets on Voyager. Review time sheets for accuracy. Modify

More information

Profit Strategies for Small Businesses

Profit Strategies for Small Businesses Profit Strategies for Small Businesses Tackling the Challenges of Internet Marketing If you re a small business owner, your goal is profitability. And marketing is the key to big profits. But small business

More information

ASRM Career Center. The ASRM Career Center can be accessed from the ASRM Homepage:

ASRM Career Center. The ASRM Career Center can be accessed from the ASRM Homepage: ASRM Career Center The ASRM Career Center can be accessed from the ASRM Homepage: All Job Seeker links are on the left. Click here to get Employer links You must create an account before doing anything

More information

Contents LOGIN. Order an Official Transcript National Student Clearinghouse Tutorial Page 1 of 9

Contents LOGIN. Order an Official Transcript National Student Clearinghouse Tutorial Page 1 of 9 National Student Clearinghouse Tutorial Page 1 of 9 Contents LOGIN... 1 ENTER PERSONAL INFORMATION... 2 SELECT RECIPIENT... 4 ENTER RECIPIENT DETAILS... 4 REVIEW ORDER... 5 PAYMENT PROCESS... 6 SIGN PAPERLESS

More information

REAL ESTATE CLIENT MANAGEMENT QUICK START GUIDE

REAL ESTATE CLIENT MANAGEMENT QUICK START GUIDE REAL ESTATE CLIENT MANAGEMENT QUICK START GUIDE The purpose of the quick start guide is to help you get started using the Real Estate Client Management (RECM) product quickly. For a more in-depth quick

More information

Email Marketing for Hoteliers: A Step-by-Step Guide

Email Marketing for Hoteliers: A Step-by-Step Guide Email Marketing for Hoteliers: A Step-by-Step Guide Tactics to Boost your Email Marketing ROI Table of Contents Introduction...1 Step 1: Build Your Email List...2 Step 2: Develop Your Content Strategy...3

More information