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Templates – Editing Contact Information in Footer

Templates – Editing Contact Information in Footer.

A majority of the information appearing in your footer is pulled from your profile and is subject to approval by your Broker/Dealer (B/D).  This information can be changed, but in most cases it will need to be approved by your B/D.

To make the changes and submit them for approval:

  • Log into Marketing.Pro and click on “Settings” and then “My Profile.”
  • Click the red link near the center of the page entitled: "Click here to request for your Broker/Dealer to update the fields."
  • On the following page, update and submit the information to your Broker/Dealer for approval.
  • Be sure the appropriate disclosures are entered for both printed and emailed marketing. Once this information is entered/updated select "Request Information Change." You will be notified via email when your Broker/Dealer has approved the new information.

Once your new profile is approved the new information will be available to be added to your templates.

NOTE: You will want to resave your templates and edit any campaigns that using older templates for these changes to take effect on outgoing messages.

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