Getting The Best Out Of The System
Increasing Consumer Engagement
How to drive consumer engagement:
- Bring up Eligible during completion to ensure consumers know to expect emails.
- Ensure all records are marked appropriately as case started/not interested to ensure consumers receive the correct information.
- Remind consumers to add us to their safe sender list.
- Keep an eye on your suppression list to monitor opt outs.
- Open change data tickets to request any incorrect information is updated.
- Regular checking of invalid emails to ensure we have up to date information.
- Stay on top of load approval to ensure we can communicate with as many consumers as possible.
Increasing Employee Engagement
How to drive employee engagement as a manager/managing advisor:
- Regular log ins and reviews of the team page to monitor employee activity
- Regular reviews of the reporting page on a firm and employee level.
- Encourage employees to review our training resources.
- Take advantage of our surrogate feature to have admins CC'ed on emails to help keep the system up to date.