The only current way to personalize email campaigns are to make LOs a branch manager of their own branch. This is a good solution for smaller shops. Larger companies, however, find it too time consuming to do this and can't take advantage of LO personalized bios.
After talking with a few companies who are new to email campaigns both would like to see a LO bio added to the user setup and then added to a custom variable for the campaigns.
This would benefit the initial lead campaign, specifically, and allow the consumer to learn more about the company and the LO they are working with.
We have a lender blurb section we utilize for lender websites. Can we turn this feature on for all users and add a custom variable?
<!-- [if IE]><![endif]--> [PH-70] Individual LO bios to use for email campaigns - Mortech Inc. JIRA