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HELP & SUPPORT

1

Adding Contact to WIX

  • Log on WIX

  • Select CAO INSURANCE AGENCY dashboard

  • Choose on Customer & Leads on the menu and click Contact

  • Click on CREATE NEW  on the top right button & slelect Contact

  • Fill in needed info

  • Click ADD LABEL & selct MORTGAGE BROKER and save

1

WIX email using inbox

  • Log on WIX

  • Select CAO INSURANCE AGENCY dashboard

  • Click on INBOX on the menu

  • Click on NEW MESSAGE on the top right button

  • Type the contact & create email

  • Type subject: "Hazard Insurance for Closing"

2

WIX email using email marketing

  • Log on WIX

  • Select CAO INSURANCE AGENCY dashboard

  • Scroll over MARKETING on menu & select EMAIL MARKETING

  • Choose MORE TEMPLATES

  • Select MORTGAGE1 OR MORTGAGE2

  • Type in the CONTACT you want to send to, click next

  • Edit subject and type "Hazard Insurance for Closing"

  • Click SEND NOW

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