How to set follow up and use the tools in Advantage Anywhere to create a referral strategy. A strategy to ensure each referral has the same follow up. Watch this training session to learn more about converting an organization’s strategy into a time saving sequence (Approx. 20 mins.)

How to print a formal letter using a template with merge fields, how to add your logo to make letterhead and more. (Approx 13 minutes) Watch Part 4, creating a newsletter or email with multiple images HERE Watch Part 2 in this series HERE

Watch the step-by-step guide to sending an email using merge fields. This is part 2 in the series of creating and using merge fields. To view Part 3 in this series on creating a letter using merge fields: To view Part 1 in this series on creating the email being sent in this video: HERE

Watch this video to see how you can benefit from using a template and merge fields in your daily routine. Step-by-step instructions and ideas for using this resource to increase productivity (approx. 20 minutes): See Part 2 in this training to see how to use and send this email:

The open training session steps through 3 real life examples of using automated features to leverage your time and resources. Examples include: follow up for referral outreach/referral sources, automated drip campaign and a coaching philosophy turned into automated, prompted follow up. Watch this to see how automation can help you achieve your goals: Automated Follow Up Examples

Learn about Discovery guides, how and when to use them.  Where to find Discovery guides and how to configure them. (Length 14 min.)

Learn how to set you email signature within Advantage Anywhere, add logos, links and all your information into your email signature. (Length 4 min.)

Learn more about unsubscribes, how they are processed, where to find them and how to know if someone is unsubscribed (Length 4 min.)