Liscio's Rollout Email Signatures
As part of your Liscio rollout, clients should be prepped ahead of their invites. While Rollout Email Templates
are the most critical way to do this, use of Email Signatures can aid in a greater adoption rate as well.
Liscio's Rollout Email Signatures (attached below) provide a passive opportunity for firms to communicate to their clients that a migration to Liscio is coming. Each time a firm communicates through email, clients will see a message stating the firm's intention to move to Liscio, a brief description of what Liscio is, when they can expect the invitation, and contact information for our Liscio Support team.
Once firms have also sent invitations and are using Liscio, we strongly encourage utilizing our Email Signatures to remind clients that Liscio is how they should be communicating with you. Our most successful firms do this in the form of an auto-reply message. We provide a number of different email signatures available to use in whatever capacity you wish, depending on how strong you'd like the reminder to your clients to be.
Our Email Signatures are able to be copied as text and pasted into your email signature or auto-reply fields. We do encourage firms to personalize the signatures as they wish so that they convey the message to their clients in a familiar voice.
Liscio's Rollout Email Templates
As part of your Liscio rollout, clients should be prepped ahead of their invites. A great way of doing this is through an email campaign. Liscio’s Rollout Email Templates (attached below) are meant to relay the benefits of Liscio to your clients and ...
Rollout Best Practices
Watch the video below to learn best practices for transitioning your clients into Liscio. After your Liscio Onboarding, your Implementation Specialist will send you the materials discussed in Liscio Corp. You can access them there, or in ...
Client Adoption & Liscio Implementation
Client adoption takes a consistent and persistent effort from the firm. Here are a few ways to help build client adoption: Email Signatures Change employee email signatures to reflect your move to Liscio. Your message should reiterate that your ...
Adding an Email into Liscio
You can save an email as a PDF and upload it into Liscio. To save an email as a PDF: Open the email you wish to send through Liscio. Open the print menu. Print with the destination "Save as PDF". Select save location on your computer. Attach the file ...
Setup & Data Guide
Setup Items We have 2 EASY steps to export and send your client data to us! Data Export: Step 1 Select your current client contact data software from the list below. From there, you will be guided through exporting your client contact data into an ...