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Tips, Tricks & Troubleshooting
Getting Techy w/Tara
Cancellations & Refunds
To Access the Monthly Newsletters:
- Click the Leads tab on the Left
- Email Drip
- Monthly Letters
We generate 12 default Monthly Newsletters. You can edit, view, or delete these letters.
NOTE: If you do not see the 12 default Monthly Newsletters, click the Default button on the top right of the screen. This will load the default letters into your account. Do NOT click this button if you have created your own letters. This button deletes everything and pulls in the default letters.
Editing a Default Letter:
- Click on the Edit icon next to the letter
- Edit the different sections of the letter from there
- Make sure to click Save once you are finished
Assigning the Monthly Letters to a Client:
- Leads tab (on the left)
- ‘Edit’ button next to the client’s name
- Click the drop down menu and select ‘Turned On’