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      How to Create a "Call to Action" Banner Ad for Your Newsletter

      How to Create a Banner Ad for Marketing and Full Service Members

      Getting your clients to act on something is important. That’s why BEI is introducing Newsletter banner images as a call to action for your clients!

      Using the banner images is an attractive, easy-to-use way to get your clients and prospects to engage with your marketing.

      Set Up A Banner In Your Newsletter

      1. Choose one of several banner images to include in your Newsletter.

      2. Download the image to your computer (desktop or folder).

      3. From your ExitPlanning.com Home page, go to My Newsletter in the Marketing box.

      4. Go to Settings in your Newsletter dashboard.

      5. In the Design Defaults area, check the box to Enable your Banner Region in your newsletter layout, enter a link to the web location you’d like newsletter readers to go if they click on your banner, and upload your chosen banner image.

      6. Click Save & Continue at the top right to see what your newsletter will look like with the banner added.

      Each image provides your clients with a specific call to action, and each call to action encourages newsletter readers to engage with your services.

      NOTE: When testing this process, please make sure you use a different Browser when acting as the business owner from the browser you are using to create the Assessment Report.

      (For some crazy reason using the same browser on the same computer as EPIC will produce odd results. This will not affect the Assessment done by the business owner using the same browser. Go figure!)

      Tips For Banner Links That Generate Leads and Opportunities

      1. Link to one of your branded BEI assessments, which allows the visitor to answer the assessment questions, followed by a notification to you that you have a new Prospect waiting for you in the EPIC System.

      2. Link to a page on your firm’s website that offers summaries of three or four (or more ) of your BEI branded white papers, giving visitors the option to complete a short request form to obtain the full white paper.

      3. Link to your online appointment scheduling system so that visitors can easily schedule an initial meeting with you.

      Create New Banners

      Your marketing team or a freelance designer can quickly and easily create simple, powerful banner images for you that are unique to your firm and messaging. We suggest that banner images be 200 x 600 pixels, but some prefer a taller image. Your design team can overlay the banner image with your Call To Action wording and any other text you need.

      Set Some Calendar Reminders

      You may consider changing your banner image several times per year to keep things fresh. Along with banner image changes, you can change the banner link to that your call to action offers a different opportunity to engage with each new banner.