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  • Printed and eNewsletter
Wednesday Oct 30th, 2024

Printed and eNewsletter Service Setup

  • Your Name: *
  • Email: *

  • eNewsletter Setup

  • 1. The Email Platform

  • NOTE:. If you do not currently have an email platform we will set up a Mailchimp account for you. The Standard Account starting at $20/mo. is required for the service (pricing is controlled by MailChimp and varies based on contact count)
  • Select your email platform: *
  • If you selected Constant Contact, Hubspot or Infusionsoft please provide your login details.
  • Platform URL
  • Login:
  • Password:

  • 2. What reply to address would you like to use for the eNewsletter *

  • 3. Your Email List

  • If you have the JoomConnect integration let us know which Marketing group you would like us to use for the syncing.
  • If you do not have JoomConnect, We will need an updated list from you monthly, preferably in CSV format. You can also maintain your mailing list in MailChimp. We will ping you on the ticket each month.

  • 4. Email Address for Ticket Updates

  • Who should receive the ticket updates with the newsletter content calls and proof notifications? *
    ?
    PLEASE NOTE: If you need more than one team member to receive the notice please setup a mail group for us to use. (example: )

  • 5. ConnectWise Marketing Campaign

  • If you have the JoomConnect integration let us know which Marketing Campaign you would like us to use for tracking the opens and clicks of the emails to.

  • Printed Newsletter Setup

  • The setup questions below reference pages in a printed newsletter. Please reference this example newsletter.

  • 1. Your Logo

  • Please provide a print quality version of your logo:

  • 2. Referral Call to Action

  • Would you like to include a call to action to your referral program? See top of page 3 of example. *

  • 3. Headshots and Title

  • On page 4 of the example newsletter you can see how we use headshots. Please upload the headshot(s) you'd like us to use.
    If you choose not to submit anything, this section will be empty.
  • Name and Title for Headshot
  • Headshot 1
  • Name and Title for Headshot 2
  • Headshot 2

  • 4. Your Print Mailing List

  • If we have access to your PSA, we will pull the list monthly for you.
    Please provide the name of the Marketing Group for your print list.
  • If we do not have access to your PSA, we ask that you provide us with a printed mailing list.
    Please submit on your newsletter list as a CSV file.
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