Nurture FAQs

[Yes! you can customize the button text that appears at the bottom of the Nurture cycle emails. However, you cannot ed...]

[Once the Nurture Cycle email is in the queue to send to your active contacts based on your specified time zone, you a...]

[In order to edit a Nurture Cycle email and/or the Call to Action, your email Custom SMTP must be configured on your a...]

[Yes, the Nurture Cycle email will send to your active contacts on the date that is scheduled to be sent if it is not ...]

[If you have deleted a contact, we may be able to restore the data with the contact. We store deleted contact data wit...]

[Although there is no limit to the number of contacts you can email in a single instance with this new update, we reco...]

[Depending on the contacts, some of the selected recipients of the email may have invalid emails, unsubscribed from bu...]

[We have implemented a new exceed-limit functionality for our emailing system. This will help to ensure that emails ar...]

[To delete multiple contacts, go to the Contacts tab. From here, select and/or filter a contact list of your choosing....]

[Yes, you can remove tags from multiple contacts. To do so, go to your Contacts tab and select the relevant contact li...]

[Yes, you are now able to reassign multiple contacts to another advisor. To do so, go to the Contacts tab and select t...]

[You may see that you are unable to reassign a contact to another advisor within your company as the advisor's name wi...]

[In the Activity Feed, you may see that a contact has opened an email multiple times. The most likely scenario is that...]

[We have now implemented the ability for you to choose the timeframe for nurture cycle emails to send out to your cont...]

[We have now implemented the ability for you to choose the time of day for nurture cycle emails to send out to your co...]

[Yes, you are able to subscribe your contacts to the Nurture Cycle and select the types of content each of your contac...]

[Anytime that you click into a contact's profile, it is captured as a view. This can be from clicking on the contact's...]

[You can find all copies of the eBook Lead Magnets in our help center by going to the Generate category and into the L...]

[The Dashboard Nurture Cycle Email widget is the best place to keep track of new and previous Nurture Cycle emails. It...]

[Yes, company managers will have the ability to merge tags. As tags can be added by all advisors within your company, ...]

[Email nurturing is a must-have for nearly every business out there, but understanding the nuances of bulk verificatio...]

[Yes! You can insert templates into the one-time email sending* quick action within a contact's profile page. From her...]

[Yes, default templates can be personalized to your liking but must be converted into a personal template first. You c...]

[Merge fields can be added by selecting the merge field icon in the email tools menubar within the selected template e...]

[Thank you for helping us protect our trademarks, data sources, and brand assets.  Our brand is our most important and...]

[We mainly have two colors for our branding. We use:1. Blue #2982BB RGB (41, 120, 187) Pantone #7689 C  2. Orange #EB9...]

[ The Marketing Manager License allows you to give an individual the ability to run your account — all while controll...]

[If you’re looking to hire a Marketing Manager, there are three approaches most advisors take, and your decision will ...]

[If you’ve noticed a change in the way your email campaign metrics look—especially fewer opens or clicks—don’t worry. ...]

[The filters on your contact lists can always be edited to ensure your lists are kept up to date.  For example, you ar...]