Maximize your email efficiency within Maximizer CRM. This class teaches advisors how to send targeted emails to clients, create professional email templates, and manage bulk communications. Learn to maintain consistent messaging while personalizing client communications at scale.

Agenda:

• Sending emails to individual contacts through Maximizer
• Sending emails to multiple contacts simultaneously
• Creating and customizing email templates
• Personalizing bulk emails for individual recipients
• Sending separate emails to each contact in a list
• Email tracking and follow-up strategies
• Best practices for professional email communication: email types, compliance considerations and permissions for CASL compliance
• Managing email preferences and settings
• Integration with existing email workflows

Time:

120 minutes, with time for questions

Class Code: FSE-202

Class Type: Financial Advisor Training Class (optional / advanced)