How to Maximize Client Portal and Fact Find Email Signature

How to Maximize Client Portal and Fact Find Email Signature

Building trust and maintaining professionalism when communicating with your clients using your email signatures in the client portal and fact-find emails.





Step-by-step guide:

Setting Up Email Signature in Default Settings:

1. Head to your Adviser Settings, where you'll find a new Email Signature tab.
2. Paste your existing email signature from your business email or create a new one directly in the provided text box.
3. Customize the text as you see fit and adjust formatting for a professional appearance.
4. Choose whether you want to use this signature for outgoing Client Portal invitations and Fact Find emails.
5. Click Submit to save the changes.

Setting up email signature at an advisor level:

1. Go to the Adviser Home Page.
2. Click the client's name.
3. Proceed to the Client Portal Settings.
4. Scroll down at the bottom and you'll find a text box where you can customize. 
5. Click
Send email to Client to save the changes.

Override the default signature option whenever needed for individual client communications. This new feature enhances brand recognition, increases client trust, and maintains consistency across email channels.

For questions or clarifications on how to maximize the email signature feature, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30-minute Zoom session with our team, kindly use this calendar to book the session.


Published on July 28, 2024
Version 1.1