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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 ...Intro to Liscio Training Video
Welcome our Intro to Liscio Training! Here, you can watch the webinar at any time to learn the basics of Liscio and make the most of its features. We hope this will make it easy for you to refer back to at any time and share with anyone in your firm. ...Liscio Dispatch and Liscio For Outlook
Liscio Dispatch and Liscio for Outlook We have made the decision to remove Liscio Dispatch and Liscio for Outlook from the list of Liscio Apps tab in the Profile Settings. Liscio is not actively supporting Liscio Dispatch at this time. As for Liscio ...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 ...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 ...