- Help Center
- Portal 2.0
- Communications
-
Getting Started with CountingWorks PRO
-
CountingWorks PRO 3.0
-
Portal 2.0
-
CountingWorks Learning Center
-
Green Portal
- Automated Newsletter
- eSign
- Online Appointments & Reminders
- Client Management
- Improve Your Presence
- Message Center
- Professional View Portal
- Tips & Tricks
- Domains
- Website Editor Plugins
- Website Editor
- Social Media
- Admin Users and Roles
- Security
- Leads - Automated Lead Management
- Communication - Special Announcements
- Subscriber Management
- Client Alerts
- Greetings
- Portal Client View
-
TaxBuzz / CountingWorks
-
Rackspace Email Set Up
-
General
-
ADP
How do I send a Holiday Greeting?
To send a holiday greeting, please follow the steps below:
-
Click on the Communications tab, then select Campaigns
-
Now click on the New Campaign button near the Upcoming Campaigns tab
-
Select the Special Occasions campaign
-
You would then select from the different types of special occasion emails you would like to send out
5. You would then edit the text and design, if you don't want the default message sent or the default look.
6. You would then scroll down and select the date and time you'd like to send out the message. If you would prefer queueing up the emails to send immediately, select the Send Now option and that will queue the emails to send within the next 10 minutes.