Can My Marketing Come from My Company Name or from Multiple Advisers?

Yes, they can! It just takes extra care to specific parts of your account settings, email signature, and landing pages.

Here’s an important point:

When a campaign is created, it uses the information from the business information section to populate. Therefore, the first name, last name, and often the designation you have entered will be parts of your campaign during the personalization process.

Here’s How to Set it to use a Company Name:

Use the first and last name fields as your company name. Example: Some advisers use (Your team at Snappy Kraken). You can always update this later if you want to change the look.

 If you use the first and last name in the business information section, the landing page will come out like so:

Our campaigns are designed with the voice of one particular adviser. So, read all emails to ensure they are personalized to your liking.

Here’s how to set it to use multiple adviser names:

Using two or more financial advisers can be done by adding names in the First Name and Last Name fields when setting up your account under the Account > Business Information > Professional Name > How would you like your name to appear on your marketing?

Another Option: If you have more than two advisers that would like to use Snappy Kraken marketing, you can contact our Sales team for information about additional licensing options at 1.844.762.7795 Option #1 or sales@snappykraken.com

If you need to edit this after creation

Go to Account > Business Information > Professional Name and change the area that asks, “How would you like your name to appear on your marketing?” and Save.