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New Client Connect Marketing Emails and Performance Tracking
October 7 @ 1:00 pm - 2:00 pm
Join us to see the additional marketing emails you can now email and text in Client Connect Marketing. Learn how you can build automatic campaigns to send out Scope of Appointments, enrollment thank yous, and birthday messages. New Performance Tracking has been added for agents to view client engagement and open rates. Clients can now respond to emails and texts and communication is stored within the client’s profile.