Test Page COPY | SPEED Training Workshop

Our next in-person class is in Nashville on 10/3!

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Email Templates

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Registration

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Total Additional People Attending
Registration Form
Agent Info:*
First Last
Agent's Cell Phone
Agent's Full Email Including Alias
Will the agent attend the workshop?*
- Yes
- No
Is this agency alumni?*
- Yes
- No
How many team members?*
Which class?*
- Nashville
- May 2023
- June 2023
- July 2023
- August 2023
- September 2023
- October 2023
- November 2023
- December 2023
- ATP Only
Zoom Webinar - Prep Tips Call
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Zoom Webinar - Day 1*
Please fill out other fields.
Zoom Webinar - Day 2*
Please fill out other fields.
Class Kartra Tag*
Please fill out other fields.
Agent Email List*
Please fill out other fields.
Class Email List*
Please fill out other fields.
Email Template Information
Which state do you need templates for?
Remember to include the agent's license number in the templates. You can find this on their microsite.
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Customization Options
Customization Options
- Change from the Mobile Phone Icon to the SMS Icon in the phone section
- Change the Greeting from the generic placeholder, "XXXXXXX"
- Change the "Sign Off" from the generic placeholder, "Thank You"
- Remove the Agent's Picture from the templates
- Add Securities Disclosure for Agent
- Add Securities Disclosure for Team Members
- Add NMLS Number on Agent's Templates
Customize the Greeting:
- Dear XXXXXXX,
- Hi XXXXXXX,
- Hello XXXXXXX,
- Other (I will put it into notes below)
Customize the Sign Off:
- Sincerely,
- Regards,
- Best,
- Other (I will put it into notes below)
What is the agent's NMLS number?
Include any important notes we need to know here:
Team Member Information
1st Team Member Info
Name*
First Last
SF Email
Redirect Email*
Job Title*
License Number*
2nd Team Member Info
Name*
First Last
SF Email
Redirect Email*
Job Title*
License Number*
3rd Team Member Info
Name*
First Last
SF Email
Redirect Email*
Job Title*
License Number*
4th Team Member Info
Name*
First Last
SF Email
Redirect Email*
Job Title*
License Number*
5th Team Member Info
Name*
First Last
SF Email
Redirect Email*
Job Title*
License Number*
Include any important notes we need to know here:
Comments
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Additionally, State Farm makes no warranty regarding the accuracy or usability of the information contained in the presentation.