How To Set Up a Monthly Newsletter for New Leads

1. Log in to your Elevate account.

2. Select "Manage Account" from the dropdown on the upper, right corner next to your picture.

3. On the next screen (your Profile page), click on the three, vertical dots on the right-hand side, under your name.

4. Select "Automations."

5. On the right-hand side, under your name, select "Create Automations."

6. Scroll down until you see "New Automation."

7. Name your automation. For example, "Monthly Newsletter."

8. Click the downward pointing arrow under "When," and select "Client Created."

9. Next, under "Action," click the downward pointing arrow and select "Add To eMerge Mailing List."

10. Then, under "Mailing List," click "Consumer Touch Newsletter Recipients."

11. Click "Create."

The finished product should look like the image below: