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 are meant to relay the benefits of Liscio to your clients and provide them with information on the next steps, including the date of the invite.
Within the templates there is a section to add the date they will receive their Liscio invite, also know as your Liscio Go Live Date, and a section to add your firm's Liscio URL.
Please be sure to update these sections before sending out the emails:
Your firm’s Liscio URL can be found in the address bar when logged into Liscio.
We also recommend personalizing the templates. For example, let clients know what systems/apps you're replacing with Liscio.
Templates are attached.
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 ...
Increasing Client Adoption
If you find you are having trouble getting your clients to start using Liscio, here are a few methods we have found work well: Save your staff time explaining what Liscio is and why you're switching by adding firm-wide signatures. See the PDF below ...
Bulk Send Message Templates
We have several bulk send message templates (found below) based on Contact Status: Active Users Tax Deadline Reminder Engagement Letter Reminder Would you like the option to eSign? New Users Welcome to Liscio! Invited Users Reminder: Set up your ...
Checking Client Adoption in Liscio: Activation Status
Checking client adoption in Liscio is very easy. Here are a few ways you can do this: 1. From the Contacts page, you can click on the Active tab at the top - this will show you all of your Active users in Liscio (meaning they have accepted the ...
eDoc Template Examples
Attached are three eDoc example templates in both PDF and Word format: General Tax Questionnaire 2020 Questionnaire ACH Authorization Form The questionnaires are hardcoded. This means the fillable fields will populate when uploaded as an eDoc ...