You'll receive an email with a link to your onboarding form. Please fill that out as soon as you can and as thoroughly as possible.
Once that is complete, you'll receive a link to book your Onboarding Call. This is a 30 minute video Zoom - we will review your form, discuss any questions and obtain any missing information. A video call is best in case I need to walk you through verifying any domains in Mailchimp (if applicable) and getting everything finalized.Â
To be best prepared for the Onboarding Form, please download the below templates to help you format your (e)mailing list(s).Â
TIP, email list: Only Email, First Name, Last Name are required to fill in, all the rest are optional for your subscription -but could be helpful the more you want to stay in touch with your database or send separate emails and target specific groups.
TIP, postcard list: Remember to combine two names for one household onto one row, example "Brad & Betty Bach 123 Main St", rather than Brad and Betty being on separate lines since only one postcard needs to go to the combined household.
