This is where the recordings from our 2022 Off To The Races AEP training sessions will be posted. To RSVP for the sessions happening 8/9/22-8/19/22, click HERE.
Racing School Sessions:
Monday, August 8th: Using the Phone Dialer & Screen Share
Meeting Recording:
Access Passcode: 4JEZ+?1D
Related articles:
Setting Up the VOIP Dialer and Using the Dialer
CMS & HIPPA Regulations & Radius
CMS Marketing Guidelines & Disclaimer Requirements
Screen Share Tool
Scope of Appointment
Tuesday, August 9th: Customizing Your Data Capture
Meeting Recording:
Access Passcode: &F5px4#T
Related Articles:
CMS & HIPPA Regulations & Radius
Custom Field Options
Counties
Carriers & Products
Import Spreadsheet
Wednesday, August 10th: Appointment Scheduler & Appointment Reminders
Meeting Recording:
Access Passcode: ?kj4=&JK
Related Articles:
Task & Reminder Categories
Appointment Scheduler
Thursday, August 11th: Creating Email Marketing Templates
Meeting Recording:
Access Passcode: 21O*@Y1u
Related Articles:
CMS Marketing Guidelines & Disclaimer Requirements
Creating Email Templates
Improve Deliverability
SMTP Set Up
Spam Trigger Words
Landing Pages
Friday, August 12th: Building Automated Marketing Workflows
Meeting Recording:
https://us02web.zoom.us/rec/share/zamrONgWArIOhwJsggW9a45YsWTSTo6VEXSdLANwmGnqkN27AE4IEXPQv59H8YKP.m1-Rr3SV3ZhacQb_
Passcode: HX6nwF+s
Related Articles:
Monday, August 15th: Add Carriers, Products & Commissions
Meeting Recording:
https://us02web.zoom.us/rec/share/JSiSWdjKmXAknGO23IzIObM0yiXV-7-EXVwC0_McbF46jz02lDkTMvGJbOv274Sn.PsA97ZIdQCNnckk-
Passcode: T1+?pX4!
Related Articles:
Carriers, Products & Commissions
Commission Reconciliation Module
Tuesday, August 16th: TRACK IS CLOSED. NO SESSIONS
Related Articles:
What To Do With Your Downtime
Wednesday, August 17th: Using the Phone Dialer to be CMS Compliant
Related Articles:
Setting Up the VOIP Dialer and Using the Dialer
CMS & HIPPA Regulations & Radius
Thursday, August 18th: Reporting Tools for Targeting Leads & Clients
Meeting Recording: https://us02web.zoom.us/rec/share/VCG8yayltK4MUe2asmtAuM4TH1GVxv5_alxPzCblmkBKLgGRYrqemiCky-onEzbh.cm507gihT9VitPyG
Passcode: muf&FDh7
Related Articles:
Report Features
Saved Reports To Dashboard
Mail Merge & Mailing Labels
Email Unsubscribe Report
Friday, August 19th: Lead Capture with Landing Pages
Meeting Recording:
https://us02web.zoom.us/rec/share/_JH61utMhHyoKKUnkuDeAZBzqMCkDc-ersvUcOBIFOj0Ky3ZEdkuor5xbvE5NAyO.EivrrjzKITS4fcXQ
Passcode: R8Q+zUEX
Related Articles:
Landing Pages
Clients Only Work Sessions to Follow
Active subscribers will be invited to the Clients Only Work Sessions the following week for hand holding on their own account settings. Not a client yet? Activate your Radius Account (Account > Billing) to get the access to the Fast Track!