Intro Notes are utilized as the introduction message of your Set & Forget campaign(s). Think of Intro Notes as your go-to tool for kicking off your Set & Forget campaigns with ease! These pre-written messages let you set the tone and grab attention right from the start. Easy to create and customize, you can have as many Intro Notes as you need to fit any campaign perfectly. With Intro Notes, you've got a simple and effective way to make sure your introductions always hit the mark and engage your audience right away.
Advisors utilizing an integrated compliance workflow need to begin by crafting an Intro Note and submitting it for review. Compliance approval is required before launching a new Set & Forget campaign. Once you receive approval, you can seamlessly use the Intro Note as the opening message of your social or email campaign.
How to Create an Intro Note:
Step 1: Begin in Campaigns then select Intro Notes from the left-side menu.
Step 2: Click 'Create New'
Step 3: Add a title, this is not client facing and only visibly to you
Step 4: Craft your message in the editor
Step 5: Click 'save'
Your Intro Note will be routed to compliance automatically for approval.
How to Edit an Intro Note:
Step 1: Begin in Campaigns then select Intro Notes from the left-side menu.
Here you can view all Intro Notes you've created.
Step 2: Click the 'edit' icon (pencil and paper)
Step 3: Edit the title, or message
Step 4: Click 'save'
Your Intro Note will be routed to compliance automatically for approval.
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