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.
Contact Us
Related Articles
Liscio's Client Introduction Email Templates
As part of your Liscio rollout, clients should be prepared in advance of receiving their invitations. One effective method to achieve this is through an email campaign. Provided below are ready-to-send emails optimized for mobile, tablet, and browser ...Rollout Best Practices
Watch the video below to learn best practices for transitioning your clients into Liscio. Rollout Emails: These should be sent to your clients at least a week before they receive their invitations to join Liscio. Check out our Rollout Email ...Requests Templates
Requests allow you to easily get the information you need from your clients. Perfect for client onboarding, monthly close checklists, tax questionnaires, organizers, and return delivery. Create a list from scratch or use the standard templates. ...Email Integration FAQs
What appears in Primary Email inbox in Liscio? Liscio will display your Primary (Gmail) and Focused (Outlook) tabs on the email page. Gmail and Outlook already filter out unnecessary items from your inbox, and we'll keep that intact. If you ever need ...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 ...