Set Up Clients for Life / Quick Tip

Log into desk@mycvdesk.com Once you've logged into Desk, search for the Prospect Square tile. You can do so by scrolling through Desk or searching Prospect Square. In the Search box at the top of your screen, navigate to the Clients for Life section of ProspectSquare. Click on the blue button that says your campaign settings. These settings will be applied to all Clients for Life campaigns unless you customize the distribution settings for that individual campaign. In the Groups section of this window, check off the box next to any group that you want to receive the Clients for Life campaign Additionally, if you would like to have your campaigns automatically posted to your social accounts, you can slide the top toggle next to the social media account of your choice. You'll have to link these accounts in the Profiles section. To complete this process, click on the blue Save button and then OK to opt out of a campaign, locate the upcoming campaign and select the Opt out button. You also have the option to edit campaigns. To do so, locate the upcoming campaign and click the Edit button. You can personalize the email subject line by clicking into the subject line. Here, you can personalize the intro message of the mailing. You can also edit the message that is shared to social media. Once you've made the edits, click Click Save and click ok. As a side note, an email reminder will go out the Thursday before the campaign goes out, which is the second Tuesday of every month. This reminder serves to notify you, the agent, that your campaign will start to be delivered in five days and that you can make any edits or opt out of that campaign. Next, let's discuss resenting campaigns and posting to social media. If your campaign has already been sent, then it will remain active for a short period of time. Active campaigns can be resent to groups or to individual contacts. You'll need to click Resend under the campaigns image. Campaigns can be shared on social media either automatically or manually. By clicking on the Share on Social button, you can automatically have your Clients for Life campaign shared on X and LinkedIn. In addition, you'll be able to copy and paste the URL into the various social media platforms of your choice. Sam.