Dashboard Forums High End Client Program Automation Questions Application Reminder/Call Reminder Email Campaigns

1 reply, 2 voices Last updated by n d 5 years, 3 months ago
Viewing 1 reply thread
  • Author
    Posts
    • #35587

      Paul MacDonald
      Participant
        @pmacdonald@moneyconcepts.com

        @anthony-simonie @negeen-dargahi @kent-littlejohn

        In Trust Factor Automation, you state you use a combination of HERO Story and Client Testimonials.  Being in the Financial Services world, the SEC & FINRA specifically prohibit the use of testimonials from our clients.  We can tell all the stories we want.  Suggestions on the videos we have in this area which would be referenced in our email campaigns?  Link to one video or do we create multiple videos for the campaign?

      • #35592

        n d
        Keymaster
          @negeen@coredm.com

          Tagging you in this, @anthony-simonie 🙂

      Viewing 1 reply thread

      Support Forums are being phased out. You can still view the existing Forum posts but can no longer post in them. For all Support needs, please email help@coredm.com or click the blue Question Mark icon in the lower right hand corner of your screen.