Adding Subscribers to Your Newsletter Distribution List for Marketing Members.
The BEI Newsletter is one of the most powerful resources you have in your collection of BEI Marketing Tools, and it’s easy to add subscribers. This article will explain how to add one or several subscribers.
BEI Licensed Members can add as many subscribers to their Newsletter database as they would like. These subscribers can be business owners, professional advisors, partners, and other people in your practice. The more subscribers you have, the greater the chance you will have to spark a reader’s interest in talking about Exit Planning.
Add Subscribers One At A Time
- From the Member Center Home Page, click My Newsletter in the Marketing Box.
- On the My Newsletter landing page, click on the name of the Newsletter you want to brand. (Don’t confuse the Newsletter Name with the Author).
- This will bring you to a dashboard with four icons. Click the Subscribers icon (the person graphic in the second from the left position).
- At the Active Subscribers page, click the maroon Add Subscribers button in the upper, left-hand corner.
- NOTE: Your list of subscribers is located on the Active Subscribers
- On the Add Subscriber landing page, you can now add the new subscriber’s email address, and first and last names to the appropriate fields in the left-hand column.
- Click the gray Save box in the lower left-hand corner to lock in the new recipient.
Add Multiple Subscribers At Once
If you have a list of 20 names or more to add to your Newsletter Subscriber List, BEI will upload the list for you. Send an Excel spreadsheet with first and last names (either in separate columns or combined in one column) with current email addresses to Support@exitplanning.com. The BEI Support Team will confirm that they've added your new subscribers in by email in about one business day.
It’s easy to add people to your Newsletter mailing list. We recommend a goal of adding five new names every week. Please note that it's possible (but not common) for multiple BEI Licensed Members to have the same recipients on their mailing lists. If you have any questions or concerns about this process, please call (303) 321-2242 and ask for Member Services for clarification.