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