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TaxBuzz / CountingWorks
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Rackspace Email Set Up
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General
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ADP
Setting Up the Call To Action Buttons on my Newsletter and Greetings
You can now integrate call to action (CTA) buttons on your outgoing communications to stimulate year-round activity for referrals, reviews and contacts.
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Login to your website admin at https://portal.clientwhys.com
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Click on Communications > Setup
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Click on the Preferences tab
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Toggle to the right of Preferences and click on Edit
You can flag any or all of the following preferences -
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"Questions" Call to Action Button - This will link directly to your website Contact Us page.
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"Appointments" Call to Action Button - This links to the ClientWhys Online appointment calendar (third party calendars are not applicable)
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"Reviews" Call to Action Button - This will link to your live TaxBuzz page.
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"Refer Us" Call to Action Button - Links to the Send Us a Referral page on your website. (Click here for instructions on Setting Up the Send a Referral Page)
Click Save Changes.
You will now see the CTAs on your email newsletters and greetings.
