You have available to you, customizable auto-response emails for various tools offered in the advisor portal including: The Value Builder Score, PREScore™, Freedom Score, and Lead Magnets. You can edit the subject line, as well as the message and choose which attachments or Call to Action to include with the email that is sent to a contact.
These auto-response emails are sent from the portal following the completion of an assessment or contact form.
To edit your auto-response emails go to Settings > Personal Settings and select one of the following to edit:
- PREScore™ Settings
- Value Builder Score Settings
- Any of the eBook Landing Pages under Lead Magnets