Hearsay Systems FAQs

Please use the above video to connect your Hearsay workspace with the Hearsay Social mobile app.

Logging In

Once you've connected, you will be prompted to utilize either Face ID, Touch ID, or a pin-number for enhanced security, protecting the Hearsay Social app from being opened on your phone by another individual.

Note:Biometric data is stored on the user’s own device; not by Hearsay Social. The device validates whether or not the biometric scan matches what it has recorded (whether it’s fingerprint or FaceID). If the scan matches, the application unlocks; if it doesn’t match, the application does not unlock. If the biometric unlocking fails the maximum number of times (3 times on iOS; 5 times on Android), the user will need to log in to Social via email.

Click here to access our Hearsay Relate User Guide.

Or click the link below to download the .PDF version of the Hearsay Relate User Guide.

Click here to access our Hearsay Social User Guide.

Or click the link below to download the .PDF version of the Hearsay Social User Guide.

Click here to access the Hearsay Sites User Guide.

Or click the link below to download the .PDF version of the Hearsay Sites User Guide.

Click here for the web version of the Hearsay Mail User Guide.

Or click the link below to download the .PDF version of the Hearsay Mail User Guide.

Note:You can include multiple photos in a post by pressing theAdd Photo button after your first image has been uploaded.

The Photo Attestation allows advisors to confirm they have the legal rights to use the photo they're about to post on social media. The legal text that appears can be formatted with or without bullets, giving admins more flexibility when they format their text.

Q:What is changing with LinkedIn Social Signals on Hearsay Social?

A: As announced in Feb 2015, LinkedIn Signals will only be available on Hearsay Social to those users who have a LinkedIn Business Plus or LinkedIn Sales Navigator account. This new requirement is effective as ofDec 31, 2015.

LinkedIn Signals will be available to users with a qualifying LinkedIn Premium account: Business Plus or Sales Navigator. No other LinkedIn Premium account (Recruiter or Job Seeker) will qualify to receive Hearsay LinkedIn Signals.

Q:Is this impacting publishing or compliance on LinkedIn via Hearsay Social?

A:No, this change is only impacting LinkedIn Signals. All users will still be able to compliantly publish content to LinkedIn and update their LinkedIn Profiles via Hearsay Social.

Q: Ialready have a LinkedIn Business Plus or LinkedIn Sales Navigator account. Is there anything I need to do to maintain Hearsay Social’s LinkedIn Signals?

A:As long as you have a LinkedIn Business Plus or LinkedIn Sales Navigator account, you will continue to have access to LinkedIn Signals via Hearsay Social. To maintain your access, you will needto authorize Hearsay Social to verify your account membership with LinkedIn.

Note: If your LinkedIn account cannot be verified, contact your Hearsay Social Administrator to discuss your organization's process or policy around obtaining a LinkedIn Business Plus or LinkedIn Sales Navigator account.If you know you have one of the qualifying LinkedIn Premium accounts and would like to attempt to verify your LinkedIn account again before contacting your organization's administrator, select theTry Verification Again link in theEnable Social Signalspane.

Q:I have LinkedIn Business Plus or LinkedIn Sales Navigator, but Hearsay Social indicates that I do not have a qualifying account for receiving LinkedIn Signals via Hearsay Social. What should I do?

A:First, ensure you have one of the two qualifying LinkedIn Premium accounts. It must be a Business Plus or Sales Navigator account; a LinkedIn Recruiter or Job Seeker Premium account will not qualify.

If you have confirmed you have LinkedIn Business Plus or LinkedIn Sales Navigator, please contact your Hearsay Social Customer Success Manager and we will notify and work with LinkedIn to get you set up properly.

Q:I don’t have LinkedIn Business Plus or LinkedIn Sales Navigator, how do I obtain one?

A:Different companies have different arrangements with LinkedIn. Please contact your Hearsay Social Administrator and ask how you can obtain LinkedIn Business Plus or LinkedIn Sales Navigator.

Q:I have LinkedIn Business Plus or LinkedIn Sales Navigator and am thinking of canceling. Will I still get LinkedIn Signals via Hearsay Social?

A:No, only current LinkedIn Business Plus or LinkedIn Sales Navigator users will be able to access LinkedIn Signals via Hearsay Social. Your LinkedIn Signals will be turned off within 48 hours of you canceling your LinkedIn Business Plus or LinkedIn Sales Navigator subscription.

If you have any additional questions, contact the Hearsay Social Support team at [email protected].

Other Languages

Franais: FOIRE AUX QUESTIONS SUR LINKEDIN LES CONNEXIONS PREMIUM

Espaol: PREGUNTAS FRECUENTES SOBRE CONEXIONES EN LINKEDIN PREMIUM

Portugus: PERGUNTAS FREQUENTES ACERCA DA LINKEDIN PREMIUM

Espaol (Mexicano): PREGUNTAS FRECUENTES SOBRE CONEXIONES EN LINKEDIN PREMIUM

Franais Canadien: CONNEXION LINKEDIN PREMIUM QUESTIONS FRQUEMMENT POSES

Deutsch: LINKEDIN PREMIUM CONNECTION HUFIG GESTELLTE FRAGEN

Italiano: ACCOUNT LINKEDIN PREMIUM DOMANDE PI FREQUENTI

By default, the scheduled time is Now, which means the post will be published immediately upon selecting the Publish button, or if your organization requires approval, the post will be published immediately after the post is approved.

To change the date or time on which your post will be published to your social networks, follow the steps below.

On the Publisher tool, select Post Time under Social Accounts to open the calendar and time selection section.

Select the day you would like your post to be published on the calendar located on the left side of the Post Time. Select the arrows to the right and left of the name of the month to switch months of the year.

To change the time your post will be published, select the Time Selection drop-down arrow.

Select one of the provided times from the list, select Now to publish the post immediately, or select Custom Time to enter a desired time.

Note: Selecting a Custom Time will post to all your selected social networks at the selected time.

Selecting Suggested Times

Select the Suggested Times check box to publish your post at the times suggested for each social media account.

Note: If you schedule a custom time, the Publish or Request Approval button changes to Schedule. To access or edit scheduled posts, select Scheduled from the Post Library list on the left menu bar of your Posts page.

Scheduled Posts

If you have already scheduled posts to be published, which also includes any scheduled posts that are part of a campaign, there will be a blue dot under the scheduled date on the calendar.

Connecting LinkedIn Profiles

You can connect your LinkedIn profile to Hearsay and publish content from your content library as well as pull in metrics based on your social success.

Log into your Hearsay workspace

Click your user-panel in the top-right corner of the screen and chooseConnect Accounts

ClickConnect LinkedIn and login with your credentials.

ClickFinish.

Connecting LinkedIn Groups

If you are the owner of a LinkedIn group that has yet to be connected to Hearsay (and this feature is enabled for your organization) you can connect your LinkedIn group to Hearsay and publish content from your content library.

Log into your Hearsay workspace

Click your user-panel in the top-right corner of the screen and chooseConnect Accounts

ClickConnect LinkedIn and login with your credentials.

If you are the LinkedIn group owner, your group will be available for selection. Checkmark the box next to it and clickFinish.

Removing Accounts

To remove a connected social account:

Log into your Hearsay workspace

Click your user-panel in the top-right corner of the screen and chooseConnect Accounts

ClickRemove next to the social account you wish to disconnect from Hearsay

When a new message is received by a Hearsay Relate user, users are notified via a push notification on their mobile devices (iOS and Android). Users also receive a browser notification. However, on older browsers, these notifications may not work. To ensure we have sufficient means of notifying users, we are now introducing a feature that sends an email to the Workspace Owner whenever there is an unread text message for more than a half hour.

This email will only be triggered when there is a text message that is unread for a period of 30 minutes or longer. If there are no new unread text messages, additional emails will not be sent. So if there is only one text message to an owner, and there are no new unread text messages - then there will only be one email.

This feature will ensure that you are always up to date with your Messages communication, so you never miss out on an important message from a client or prospect. This feature is available for everyone and there is no need to update any applications or web interfaces to take advantage of its benefits.

If your web browser supports notifications (Chrome, Firefox, Safari) you can receive alerts on your computer when a new text message is received.

When opening your Relate account on the Web UI for the very first time, you will be prompted with the following window where you will need to clickEnable Notifications.

Your browser may then ask you if it is okay to enable the notification update. Allow the notifications for the feature to work properly.

When a new text message is received, not only with your conversations tab update with ablue text bubble, but your browser will generate a notification alert, usually at the top-right corner of your screen.

Note: Internet Explorer does not support browser notifications and will not present the above windows.

Important:When you signed up for or if you are signing up for Facebook for the first time, you were/are assigned a Personal Profile,by default. Profiles are used for individual, non-commercial use. If you use your Personal Profile for business purposes, Facebook reserves the right to shut down your account without notice; therefore, it is important to first create a Personal Profile and then create a Facebook Page for business purposes.

What is a Facebook Page?

According to Facebook, “Pages are for businesses, brands and organizations to share their stories and connect with people.”

Creating a Facebook Page

If you already have a Personal Profile, follow these steps to create a Facebook Page:

1. Login to your personal Facebook account.

2. Select Create Page in the page section on the left sidebar.

Facebook Help Center - Facebook Pages help

Setting Up Your Facebook Page

Facebook Pages are public pages and are indexed by Google. When setting up your Page, it’s important to include relevant, keyword-rich information about your business. This will aid in your Search Engine Optimization (SEO) efforts.

1. Select Local Business or Place the top leftmost option on the Create a Page

2. Select the Choose a Category drop-down arrow.

3. Select Local Business from the drop-down menu.

4. In the provided text boxes, enter your business name, business street address, city/state, zip code, and phone number.

5. Select Get Started.

Key Elements to Include on Your Facebook Page

Facebook Pages enable you to add categories, a description, and a website to improve the ranking of your Facebook Page in search results.

1. Select the Category text box and enter terms that are familiar to your place of business, such as Financial Services, Financial Planning, Insurance Agent, etc.

2. In the Short Description text box, add some details about what your Page is about, for instance, who you are, what you specialize in, etc.

3. Be sure to add the appropriate disclaimer, in necessary.

4. Enter your Website address, if applicable.

5. Choose a unique Facebook web address (also referred to as a vanity URL). This will help people find your Page.

6. Answer Yes to the questions asked about your business.

7. Select SaveInfo.

Page Name Tips

Name Changes: You can only change your Facebook Page name manually (one time) if it has fewer than 200 Page “likes.” Once you surpass 200 Page “likes” you will have to apply to Facebook for a rebrand OR create a new page. The downside to creating a new Page is that you will have to start over with growing your network on Facebook. All of the individuals who originally liked your Page will have to “re-like” your new Page.

Advertisements: If you choose to take advantage and incorporate Facebook Ads into your social media strategy, your Facebook Page name will be displayed in the “headline space” of the ad. The headline space is limited to 25 characters therefore the shorter and more concise your Facebook Page name, the better.

Profile and Cover Photos

A Profile Photo is important because it helps others identify you, your business and ultimately, your brand. A profile photo is the square picture at the top of your Page’s timeline. This image also appears next to all of your Page’s posts and other activity on Facebook (e.g., when you respond to a comment).

PROFILE PHOTO TIP:Edit the description of your uploaded photo with relevant information about the photo. Some examples include: your name, organization, and a link to your website. This will aid in your SEO efforts.

Uploading a Profile Photo and Cover Photo

To upload a picture

1. Click either the camera icon on your profile section, or click Add a Cover Photo

2. Choose the photo from your computer

*Content subject to change based on Facebookupdates and improvements.

Related Information

Microsoft Dynamics 365 Connector overview

Please leverage these documentation resources to help understand how Hearsay integrates with your CRM system:

Hearsay + Salesforce Connector overview (attached)

Hearsay + Salesforce FSC Datasheet (attached)

CRM Datasheet (attached)

To add contacts in bulk, click "Import from CSV." You will be presented with the following screen where you can click Download our sample CSV file. A blank .CSV file will be downloaded to your computer which can be opened in Microsoft Excel. The following fields will be presented for you to enter in your information:First Name, Last Name, Phone and Email.

Add as many contacts as you need and save your .CSV file to include your edits. Once finished, return to Hearsay and click Select File. Choose the saved file from your computer to move forward.

You will be presented with a preview of your .CSV file, only displaying the first 3 contacts within your file. Note: This is only a preview, as demonstrated by the text under the table which read “Previewing the first 3 contacts in your file out of 4 total.” If needed, you have the ability to toggle the fields by pressing the arrow buttons to reassign the column. Once completed, click Continue to complete the process.

What are Broadcast Messages?

Relate customers have repeatedly requested the ability to send texts to unique contact lists. With Broadcast messages, Relate users can now send texts to up to 8 opted-in clients with a single click.

Critically, all replies to Broadcast Messages will be received in a 1-to-1 manner. Agents and advisors can now reach out quickly and efficiently to a select group of clients, and then carry on that conversation in a personal way.

Broadcast Message Use Cases

Broadcast Messages can help agents and advisors solve for critical financial services challenges, such as:

Wealth Management: quickly contact your highest net worth clients to reassure them during volatile market movements

Life Insurance: proactively communicating with a list of clients who are due to renew their services on a particular date

P&C Insurance: create a geographical list of clients to notify them of developments in the area, such as weather-related catastrophes

How to Create a Broadcast Message

Click on New Broadcast in the top right corner of the Relate interface.

Give your Broadcast Message a title by typing into the Name this Broadcast Message field.

Start typing in numbers or contact names into the Select Contacts field. Select up to 8.

Click Save.

Send a text like you normally would.

Once the Broadcast list has been created,usersmust send their first text via the desktop application. After that, users can send Broadcast messages from either the desktop or mobile application.

Broadcast lists are denoted with . While Broadcast Messages are sent to multiple people, the replies come back as an individual text conversation.

Replies to messages sent with Broadcast lists will never go back to the Broadcast list but instead will appear as individual 1-1 messages in their separate Conversations. Broadcast Messages are not the same as group texting.

FAQs

Why are recipients limited to 8?

Initially we want to ensure Broadcast messaging isn’t used to spam customers. In time, we fully expect to increase this limit (with a potential maximum of 25 per FINRA guidance).

Can I receive replies to Broadcast message?

All replies to Broadcast Messages will be received in a 1-to-1 manner under individual Conversations. Broadcast Message threads will not display any replies.

Will I be able to create Broadcast lists on mobile?

Not initially, but the ability to create Broadcast lists via mobile will be available at a later date.

Have questions? Please contact your Customer Success Manager or [email protected].

You can allow your audience to opt-in to texting you without needing to send them an opt-in text message. To do so, click Account and then view the Share Consent Link.

The link provided can be shared within email or on social media and allows your contacts to agree to your opt-in message on their own.

Once your network clicks it, they will be prompted to enter in their first name, last name and phone number. They will then click Opt-In Now.

Once a contact completes this form, your Hearsay Messages window will update. The contact’s conversation window will unlock with a message that states: (User Name): Signed up to receive text messages.

Your Hearsay Messages account will update automatically, and you’ll be able to send text messages to users who have opted into texting you, instantly.

The Hearsay Relate Opt-In Link is an easy way to request and obtain client approval to communicate with them via text messages. Here’s how to use it:

Get your unique Opt-In Link

Go to your Account page

Under “Share Consent” section, you will see a blue URL link. This is the unique link for your Hearsay Relate account. You will send it to your clients when you ask them to give you permission to send them text messages.

When your client clicks this link, a brief form will automatically open. Your client will fill it out to give you permission to send text messages (“opt in”).

Send an email asking your client for permission to send text messages

Send your client an email message asking them to opt in to receive texts from you

If you use the email provided by Hearsay Relate, just insert your unique Opt-In Link where indicated before sending.

If you prefer to write your own email, be sure to insert your unique Opt-In Link, and ask your client to click on it and complete the Opt-In form that will open automatically.

Hearsay Relate automatically updates your clients’ opt-in status

Any change to a client’s opt-in status is immediately be reflected next to the client‘s name on your Contacts page, so you will always know if you have permission before you text.

Email message requesting client “opt in”

Feel free to use the email message below to ask your c client’s approval to send text messages.

Before sending it, be sure to insert your unique Opt-In Link where indicated.

[Subject line]Can I send you texts?

Hi,

Many of my clients now find it more convenient to receive text messages from me rather than emails, phone calls or letters.

Because your privacy is of paramount importance to me, and I want to comply with all of my industry’s best practices and standards, it is my policy not to send text messages to you until I receive your permission to do so.

Filling out this form will give permission for meor one of my direct employees, acting on my behalf, with my knowledge and permissionto contact you via text message with information pertaining to your account.

To give me permission to send you text messages, please click the link below, and complete the brief form that will appear:

<ENTER YOUR UNIQUE OPT- IN LINK HERE>

Thank you for your assistanceand for the opportunity to serve you.

Sincerely,

<YOUR NAME>

If a text message fails to send, the Relate Web UI will notify youwith a red exclamation point icon next to your unsent message like this.

On the mobile app, a warning message will appear below the text that reads "Error sending message. Tap to retry."

Click on the "!" icon. You will be prompted to try sending it again with this pop-up message.

Click Resend to try again.

This feature applies to both opt-in attestation messages and regular texts.

When resending regular text messages, the pop up will look like the following. You will have the choice to:

Resend - Resend the text message.

Discard - Discards the message entirely.

Cancel - Takes you back to the conversation. It does not discard the message and you can return at any time to try sending it again.

Searching for a Contact

Advisors can also search for contacts by name and phone number. With this feature, advisors and agents can now better manage their many contacts within Relate.

Asking to Opt-In from Web UI

If a contact's Opt-In Status is "Needs Opt-In", you can do the following to request their consent to begin messaging.

1. Click on "Ask to Opt-In".

2. A window will pop up with the default opt-in message. Click send. Their status will change from "Needs Opt-In" to "Pending Opt-In".

If you click on "Go to conversation," you can see if they've given you consent to text them. From there, you can continue the text conversation with them.

The Hearsay Messages app streamlines communication for advisors, separating business and personal communication channels on a single device. The app works seamlessly on any Apple or Android device and can be found in the appropriate App Store. The above video walks you through how to download the application, as well as connect your number.

Within the Web UI for messages Workspace Owners are able to allow multi-user access. To enable this a Workspace Owner needs to invite a user to be a member of their Workspace.

Multi-User access allows Workspace members to message on your behalf.

Messages sent on behalf of the Workspace Owner are noted by a green color and state "on behalf of you" where it shows sender.

*Please note that the person receiving the texts sent from Hearsay Messages will not see a difference between the Workspace Owner and the Workspace Member.

How can I add a Workspace Member?

To add a Workspace Member the Workspace Owner needs to go to Settings > Workspace Settings as shown below:

Hearsay Relate users with a net-new from Hearsay can send & receive MMS picture messages through the mobile applications on both iOS & Android. Grab your customers attention and build relationships with visually engaging content like birthday wishes, report screenshots, and documentation photos.

Advisors are able to send MMS messages by clicking on the photo icon or the attachment icon shown here:

The camera roll on their device will be shown in the app, giving the user the option to pick a photo to send or initiate taking a photo or opening the full photo gallery on the phone.

Important Notes for Users

Users can only send PNG or JPEG formatted images (standard format for iOS and Android photos)

If the photo was a “live photo” it will be converted into a PNG when it is brought into the Relate platform.

The maximum amount of media that can be sent is up to 2 megabytes (MB)

If a user tries to attach an unsupported file type like a video(mp4), an error message will notify the user to try to attach the file in a different format.

Whether you have a net-new number from Hearsay, or you're using a landline number, you can make outbound phone calls from the Hearsay Relate mobile app.

Despite using your mobile phone to make these calls, your contacts and recipients will only see your business or landline number when they receive your call.

If you are using a net-new number, you have the ability to:

- Make outbound phone calls using the mobile app

- Receive inbound phone calls using the mobile app

If you are using a landline number, you have the ability to:

- Make outbound phone calls using the mobile app

- Inbound phone calls will still be directed and received on your physical landline phone as they did before.

Note: If your organization does not use the opt-in attestation process, and instead uses a disclaimer message, you will not need your user to respond 'Yes.' Instead, you will send the following message by default, and will then be able to text your contacts using custom language:

Sending the (Opt-In) Attestation Text:

If your organization requires, attestation is the process of requesting permission to text message customers or prospects. This means getting legal consent to have communication and activity monitored and retained.

In order to compliantly text your contacts, you may need to send them the Opt-In (attestation) message displayed here, before you can begin using your own custom language. TapAsk forPermission to begin.

Once your contact respondsYeswill you then be able to text them using your own custom language. If the contact does not respond for 24 hours, you will be able to re-send the opt-in message again, up to 5x in total.

Resending the (Opt-In) Attestation Text:

If the contact does not respond for 24 hours, you will be able to re-send the opt-in message again, up to 5x in total. Locate your contact's conversation and tapAsk For Permission to re-send. This button will only reappear once 24 hours have passed since your prior attempt.

Personalized Opt-In:

Personalized Opt-In enables Hearsay Relate customers to customize the standard opt-in message before sending out to customers. When the feature is enabled, the user will be prompted to send the typical opt-in attestation message to unlock a new conversation; however, the user will also be able to customize the first part of the message before sending.

Hearsay provides standard recommendations for this message and, over time, it will populate with the user's most sent messages. The second part of the message is unable to be customized by the user as it is set at the org level and contains standard texting best practice policies.

The following video provides a full overview of the Hearsay Relate mobile application, available for both iOS and Android devices.

The following video provides a full overview of the Hearsay Relate desktop application, available for both iOS and Android devices.

Within the Relate mobile application, you cantapRecents at the bottom of the screen to view all of the phone calls you've made and received on your Relate number. The phone number, location of the area code, date and length of the call are presented on this screen.

All:Displays instances of every phone call tracked in your account

Missed: Displays all phone calls that your Relate number received but were not answered.

Marking Calls as Spam

If you are receiving unwanted phone calls from contacts or telemarketers on your Hearsay Relate number, you can mark the conversation as Spam to block future incoming calls.

Text messages from numbers marked as spam will be received but workspace members will not be alerted to these messages. They will be viewable only as Conversations under the spam messages filter.

To mark a call as spam, simply swipe left on the recent or missed call, then selects “Spam.”

If a call was inadvertently marked as spam, you can easily undo it by swiping left again on the call and selecting “Restore.”

This page will provide all known status issues to Hearsay Relate after September 30, 2019.

To protect your account in the event your mobile phone is compromised, Hearsay Relate adds a layer of security in the form of a PIN, fingerprint or facial identification.The registration of these characteristics is associated with your device only and is not stored by the Hearsay Relate app.

To unlock the application, the Relate application will leverage the mobile device’s preferred security methodfacial recognition, fingerprint or PINto provide nearly instant access to secure conversations.

There are two forms of security protection:

Biometric:This is a security process that relies on the unique biological characteristics of an individual to verify that person is a registered, approved user on the device to unlock an application.

In-App PIN:This is a code that is tied to an application on a specific device. For example, if you are using Hearsay Relate on two different devices and have In-App PIN enabled, each mobile device will have a different PIN code.

Biometric

If your organization enables Biometric, upon opening the Hearsay Relate mobile app, you will be prompted to secure your biometric recognition.

iOS Users will need to grant permission for FaceID or TouchID (depending on their device model)

Android If the user has fingerprint scanning set up on their device, the Relate application will use this as an unlocking method if this feature is enabled.

When an inactivity timeout occurs and the Relate application is opened, you will be prompted to unlock the application using the biometric method available on your device.

If the phone does not have biometric capabilities (older Android devices, for example), PIN or pattern will be used to unlock the Hearsay Relate application.

In-App PIN:

If an organization enables In-App PIN, you will be asked to set it up on your device the next time you launch the Relate mobile application

You will need to set a 4-digit PIN that you will use to unlock the application which must ne entered twice to set.

When an inactivity timeout occurs, you will be prompted to unlock the application using the 4-digit PIN that you set.

When the mobile login fails, the user will have to log in via email and reset their 4-digit PIN. They will not be able to use their previously used PINs.

FAQs:

Q: Are both PIN and biometric security available on iOS and Android?

A: Yes.

Q: Can PIN and biometric security be combined?

A: Not at this time.

Q: If biometric fails, can a fallback be set to a PIN?

A: No, the agent/advisor needs to use biometric to unlock the application. Otherwise, they will need to log in to Relate with credentials.

Q: Where is a user’s biometric data stored?

A: Biometric data is not stored by Hearsay Relate. The biometric data is stored on the device. The advisor’s own device validates whether or not the biometric scan matches what it has recorded (whether it is fingerprint or FaceID). If the scan matches, it returns a Yes, and the application unlocks; if it returns a no, the application does not unlock. If the biometric unlocking fails the maximum number of times (3 times on iOS, 5 times on Android), the user will need to log in to Relate via email.

Hearsay has added the Quick Replies functionality from our mobile application to now make it available on the web application as well.

With Quick Replies, users can easily select canned responses, generated contextually based on conversations that contain common inquiries related to claims, meetings, policy changes and more.

With Quick Replies, you can:

Leverage auto-generated replies within the web app.

Choose from three automatically generated messages designed to help you respond quickly and keep the conversation going.

Once a response from a contact is received, the user can choose from 3 automatically generated messages.

Click on the Quick Reply that you'd like to send.

The selected message will appear in the text field. Please edit and customize the text if you'd like.

Important Things to Keep In Mind

Advisors and agents using the mobile app have been able to quickly respond to their clients at scale with Quick Replies.

Since 85-90\% of the usage of Messages came from assistants, we added the functionality to the web application for ease of use.

FAQ

Who has access to this feature?

Quick replies in the Web UI are a feature that is on by default and available to all orgs.

Are Quick Replies documented the same way as Hearsay Messages?

Standard archiving and compliance features apply.

Best Practices:

Add your Hearsay Relate number to your business card and email signature

Once you have installed the app and retrieved your new Hearsay Relate number, add the number to your business card and email signature to let clients know what number to text.

Add an event to your calendar

If you send a text that includes a date and time, the date and time will become a link. Click the link and “Add Event to Calendar” to add the meeting to your calendar. You can specify the event name, location and time.

Schedule a text reminder

To remind a client about an upcoming meeting, schedule a text reminder so that person is notified in advance of the meeting. There are two ways to do this:

If you send a text that includes a date and time, the date and time will become a link. Click the link and “Schedule a Text Reminder.” From there, you can customize the reminder message and select a day and time for when you want that text delivered to your contact.

At the bottom of the app interface, click “Scheduled” and then hit “Schedule Text Reminder.” Type in your contact’s name and then write a reminder message. You can select a day and time for when you want that text delivered to your contact.

FAQs

Q: Will my contacts/clients need to download the app as well?

A: No. The experience on the consumer side is the same as any other text conversation.

Q: Is there any cost associated with downloading the app or getting an updated version?

A: There is no cost associated. The initial download and consequent available updates are free in the Apple Store and Google Play Store.

Q: Are there pre-packaged text messages available for me to send to a contact?

A: When you receive a text from a contact, Hearsay Relate will display 3 Quick Reply texts that you can use to answer your contact.

Q: Do Text Reminders go to just my contact or to me as well?

A: Text Reminders are only sent to your contact. If you want to receive a calendar notification about an upcoming event, add the event to your calendar and set up calendar notifications.

Q: Can I make/receive phone calls?

A: Hearsay Relate supports both receiving and making phone calls.

Note: If your organization does not use the opt-in attestation process, and instead uses a disclaimer message, you will not need your user to respond 'Yes.' Instead, you will send the following message by default, and will then be able to text your contacts using custom language:

If your organization requires, attestation is the process of requesting permission to text message customers or prospects. This means getting legal consent to have communication and activity monitored and retained.

Therefore, in order to compliantly text your contacts, you may need to send them the Opt-In (attestation) message displayed here, before you can begin using your own custom language:

Once your contact respondsYes will you then be able to text them using your own custom language. If the contact does not respond for 24 hours, you will be able to re-send the opt-in message again, up to 5x in total.

Messages allows for various levels of Attestation to address legal requirements via in app or email. If you have any questions please reach out to your Customer Success Manager.

Hearsay MessagesReminders utilize automation and proactive workflows to allow advisors and agents to send timely, high value texts to their clients.This feature, specially developed for financial services, was built to help advisors, agents and their team members schedule and automate reminders to drive client engagement and activity across their entire book of business.

In this workflow, Hearsay Messages Remindersallow advisors and agents the ability to proactively schedule high value reminder text messages to clients for:

Birthdays

Policy Lapse Notices

Anniversaries

Annual Reviews

With this new feature, field advisors can easily upload a CSV file (which is a spreadsheet template in the file format of .csv) for their customers through the web application and Hearsay Messages will automatically generate texts based off of the information contained in this CSV. If the advisor has a client that has not yet opted in to use Hearsay Messages, the first message sent will be the opt-in message.

How to Schedule a Messages Reminder

Click on the Reminder tab at the top of your Messages page.

Click on the "Import CSV" button.

Select the Reminder that you would like to schedule. There are currently six that you can choose from:Billing Reminder, Birthday Reminder, Policy Lapse, Anniversary Reminder, Annual Review.

Download the CSV Template by clicking on "Download CSV Template."

Fill in the client information on the template.

Upload the complete template to Messages by either dragging and dropping the file into theUpload your completed CSV template box or clicking "Select File," and selecting the file from the pop-up window.

Double-check that the information you have is correct.

OPTIONAL: Edit and personalize the messages.

Click "Continue."

Within a few minutes, your Reminder texts should be scheduled and appear on your profile.

Important Things to Keep In Mind

This functionality is not available on the Mobile app.

If a contact has not opted-in, the message will ask the contact to do so.

There is no limit to the number of contacts that you can upload.

All messages sent via the Messages Reminders will be available in the conversation history.

All standard archiving and supervision workflows apply to Messages Reminders.

FAQ

Who has access to this feature?

This feature will be on by default and on for all organizations.Emails will be triggered when there are partial failures for the CSV file uploaded.

What file formats can be used to upload client data into Reminders?

At this time, we can only upload this data through CSV. PDFs and other formats are not supported.

Are admins able to customize templates based on these uploads? Is this possible today?

No, this is not supported in the product today, but we are looking to add this feature in 1H.

What is a CSV file?

A CSV file is a spreadsheet template in the file format of .csv. To save your file in the .csv format:

1. Go to File > Save As.

2. Under "Save as type," choose CSV (Comma delimited).

3. Click Save.

Multi-Ring is feature available for Hearsay Relate accounts using net-new numbers.

This feature routes an incoming call to you and your workspace member’s mobile devices at the same time, allowing everyone on your team the opportunity to answer the call.This feature is only available for users with a dedicated number and is not available for landline enabled phones. With this release, any incoming call will ring through to the workspace members who have downloaded the Hearsay Relate application on their smartphones.

Prior to this feature release, when a client called their agent or advisor, the incoming call to the Hearsay business line was routed to the owner of the workspace.

With Multi-ring, users are now able to add the phone numbers of assistants to their workspace as well. Now, if a client calls their agent or advisor, each phone line that is added to a workspace will ring simultaneously so that both assistants and the agent or advisor are able to answer this call to service their client's needs more efficiently.

Note: Your workspace members will need to download the Hearsay Relate Mobile Application and connect their mobile device to your workspace in order for this feature to work properly. Landline numbers do not support this feature.

Answering the Call:

If a workspace member answers the call, that workspace member will be prompted to speak with the incoming caller.

All other workspace member’s mobile devices will default back to the phone’s last action/screen.

The call will appear under the All section within Hearsay Relate’s Call History tab.

Missed Calls:

If the call goes to Voicemail, the call will be recorded under the All section of Hearsay Relate’s Call History tab.

If the caller hangs up before reaching the voicemail, the call will be recorded under the Missed section of Hearsay Relate's Call History tab.

Table of Contents

Import an existing CSV file of contacts into Hearsay Relate

Save your Excel file as a CSV file

Lotus Notes

Salesforce

Microsoft Dynamics

Redtail

LinkedIn

Outlook (Newer Versions)

New Outlook for the Web

Classic Outlook for the Web

Outlook 2010

Yahoo!

Gmail

If you already have a list of contacts stored in any of the programs in this article, it should take you approximately 5 minutes to export it, convert it into a CSV (Comma Separated Values) file, then import the CSV file into Hearsay Relate.

If the program, website, or app you use is not on list, please refer to their documentation and help materials to find out how to export your contacts then follow the instructions under the Import an existing CSV file of contacts into Hearsay Relate and Save your Excel file as a CSV file section below.

If you have been redirected here from the Upload Your Contacts Page for Hearsay Relate, then make sure to return to that page and upload your CSV file there.

Import an existing CSV file of contacts into Hearsay Relate

Log into your Hearsay account.

Click on the Contacts tab.

Click the Add Contact button on the upper right of the screen; this will take you to the Upload Your Contacts page.

Click the Select File button and choose to either upload your completed CSV file or drag and drop your file into the square, as indicated.

The system will automatically recognize the CSV file type and import the first name, last name, phone number and email address for each contact.

Save your Excel file as a CSV file

Open up your exported contacts file.

Go to File > Save As.

Under File Format, choose “CSV UTF-8 (comma delimited) (.csv)”.

Click Save. Your file should now be saved as a CSV file and is ready to upload to Hearsay.

Lotus Notes

Open up Lotus Notes and select Contacts.

From there, select All.

Click File > Export Contacts.

Select how much information to export. We recommend All fields.

Specify where you want to save the file and provide a file name.

For Save as type, specify CSV. For additional help, hover over the question mark icon.

Click Export. Your file is now ready to be uploaded to Hearsay.

If you have been redirected here from the Upload Your Contacts Page for Hearsay Relate, then make sure to return to that page and upload your CSV file there.

Salesforce

From the Reports tab, click New Report.

Select the ‘Leads’ Report Type, select your desired Lead contact information fields. We recommend the following fields:

First Name

Last Name

Phone Number

Email Address

Change the filter criteria from My Leads to All Leads and change Create Date to All Time

Click Run Report.

Click Edit and then Export.

Export the Report, making sure to export it as a CSV file.

If you have been redirected here from the Upload Your Contacts Page for Hearsay Relate, then make sure to return to that page and upload your CSV file there.

Microsoft Dynamics

Go to the Contacts section of your Dynamics dashboard.

Click the dropdown next to Active Contacts and select All Contacts.

In the toolbar at the top, click on Export to Excel.

Open up the downloaded file. Click on Save As and save it as a CSV file. A warning message that says “This workbook cannot be saved in the selected format because it contacts multiple sheets” might pop up. Click OK. This will continue to save the file in a CSV format with no lost data.

Follow instructions provided above to Import an existing CSV file into Hearsay.

If you have been redirected here from the Upload Your Contacts Page for Hearsay Relate, then make sure to return to that page and upload your CSV file there.

Redtail

Head to the Contacts A-Z section of Redtail.

Select all of your contacts by clicking this box.

Doing this will only select the contacts on that page. To select all of your contacts, click the link in the display box that reads “Select all # contacts.” with the # switched out with however many number of contacts you have.

You should receive a different message now that says you’ve successfully selected all contacts.

Click on the Contacts Options button in the top right, next to New Contact, and select Exports.

Then, after selecting your contact option, you'll be presented with a popup alert notifying you that you'll receive an email notification once the action is complete. This email notification will be sent to the email address associated with the username with which you are currently logged in. Once you have been notified, the file will be available to admin users of the database only in the Dropbox Files area of your database.

Follow instructions provided above to Import an existing CSV file into Hearsay.

If you have been redirected here from the Upload Your Contacts Page for Hearsay Relate, then make sure to return to that page and upload your CSV file there.

LinkedIn

Click the Me icon at the top of your LinkedIn homepage.

Select Settings & Privacy from the dropdown menu.

Click the Privacy tab at the top of the page.

Under the How LinkedIn uses your data section, click Change next to Download your data. Note: You may be prompted to sign in.

You’ll be redirected to the Download your data page. Select Connections.

An email will be sent to the email address tied to your LinkedIn login. It will include the link you will use to download your list of connections.

Follow instructions provided above to Import an existing CSV file into Hearsay.

If you have been redirected here from the Upload Your Contacts Page for Hearsay Relate, then make sure to return to that page and upload your CSV file there.

Outlook (Newer Versions)

NOTE: If you do not know which version of Microsoft Outlook you are using, consulting the official Microsoft support website is the best way to identify it, and ensure you have the most current instructions to guide you through exporting your contacts.

In Outlook on a PC, choose File.If your ribbon doesn't have a File option in the top left corner, you're not using Outlook on a PC.

Choose Open & Export > Import/Export.

Choose Export to a file.

Choose Comma Separated Values.

In the Select folder to export from box, scroll to the top if needed and select the Contacts folder that's under your account. Choose Next.

Choose Browse, name your file, and choose OK.

Confirm where your new contacts file will be saved on your computer, and choose Next.

Choose Finish to start exporting your contacts immediately. Outlook doesn't display any message when the export process is complete but the Import and Export Progress box goes away.

Locate the new .csv file on your computer and open it with Excel to verify your contacts are there. You'll likely have a lot of empty cells. That's normal.

Generally we recommend closing the file without saving any changes; otherwise the file might get messed up and you won't be able to use it for importing. If that happens you can always run the export process again and create a new file.

If you have been redirected here from the Upload Your Contacts Page for Hearsay Relate, then make sure to return to that page and upload your CSV file there.

New Outlook for the Web

Use these instructions if your mailbox looks like this.

At the bottom of the page, select the People icon to go to the People page.

On the toolbar, select Manage > Export contacts.

Choose to export all contacts or only contacts from a specific folder, and then select Export.

At the bottom of the page, select Save to save "contacts.csv" in your default Downloads folder. Or, select the arrow next to Save and select Save as.

If you have been redirected here from the Upload Your Contacts Page for Hearsay Relate, then make sure to return to that page and upload your CSV file there.

Classic Outlook for the Web

Use these instructions if your mailbox looks like this.

At the bottom of the page, select the People icon to go the People page.

On the toolbar, select Manage > Export contacts.

Choose to export all contacts or only contacts from a specific folder, and then select Export.

At the bottom of the page, select Save to save "contacts.csv" in your default Downloads folder. Or, select the arrow next to Save and select Save as.

If you have been redirected here from the Upload Your Contacts Page for Hearsay Relate, then make sure to return to that page and upload your CSV file there.

Outlook 2010

At the top of your Outlook 2010 ribbon, choose the File tab.

Choose Options.

In the Outlook Options box, choose Advanced.

Under the Export section, choose Export.

In the Import and Export Wizard, select Export to a file, and then choose Next.

Under Create a file of type, select Comma Separated Values, otherwise known as CSV. Then click Next.

Under Select folder to export from, you may need to scroll up, and then select the contact folder that you want to export. Choose Next when you're done.

Under Save exported file as, click Browse, select a destination folder, and in the File name box, type a name for the file.

Click OK.

In the Export to a File dialog box, click Next.

Choose Finish to start exporting your contacts immediately. Outlook doesn't display any message when the export process is complete but the Import and Export Progress box goes away.

When the export is finished, choose OK to exit the Outlook Options box.

Go to the location on your computer where you saved your contacts, for example, in the Documents folder.

If you exported your contacts as a .csv file, you can use Excel to see what was exported from Outlook. You'll likely have a lot of empty cells. That's normal.

Generally we recommend closing the file without saving any changes; otherwise the file might get messed up and you won't be able to use it for importing. If that happens you can always run the export process again and create a new file.

If you have been redirected here from the Upload Your Contacts Page for Hearsay Relate, then make sure to return to that page and upload your CSV file there.

Yahoo!

Sign in to your Yahoo! Account and head to Yahoo! Mail.

Select the Contacts icon from the right hand side of the screen. It should be the second one from the top.

Click on All Contacts in the left margin.

Click on the word Actions that is above and to the right of your list of contact names. Click on the (down arrow) to open the menu.

Select Export.

When the Export contacts page opens. Select Yahoo CSV.

Click Export Now. Your have successfully exported your Yahoo! contacts in to a CSV.

Follow instructions provided above to Import an existing CSV file into Hearsay.

If you have been redirected here from the Upload Your Contacts Page for Hearsay Relate, then make sure to return to that page and upload your CSV file there.

Gmail

Sign in to your Gmail account.

Note: If the remaining steps are different from what you see on your screen, search Gmail help for the latest address book export instructions.

Click the grey “Google squares” at the top right. You will see Gmail, Drive, Calendar, etc.

Click Contacts.

When the Google Contacts page opens, click More on the left side, then click Export.

Select all contacts and choose to export as a Google CSV. Your Gmail contacts have successfully being exported.

Follow instructions provided above to Import an existing CSV file into Hearsay.

If you have been redirected here from the Upload Your Contacts Page for Hearsay Relate, then make sure to return to that page and upload your CSV file there.

Note: If your organization does not use the opt-in attestation process, and instead uses a disclaimer message, you will not need your user to respond 'Yes.' Instead, you will send the following message by default, and will then be able to text your contacts using custom language:

In order to compliantly text your contacts, you may need to send them the Opt-In (attestation) message displayed here, before you can begin using your own custom language.

Once your contact respondsYeswill you then be able to text them using your own custom language. If the contact does not respond for 24 hours, you will be able to re-send the opt-in message again, up to 5x in total.

Resending the (Opt-In) Attestation Text:

If the contact does not respond for 24 hours, you will be able to re-send the opt-in message again, up to 5x in total. Locate your contact's conversation and tapAsk Now to re-send. This button will only reappear once 24 hours have passed since your prior attempt.

Customizing the (Opt-In) Attestation Text:

If enabled and approved by your organization, you will have the ability to customize the language included in your Opt-In message.

Click New Conversation in the top-right corner of the your workspace.

Type in the name or phone number of the contact you wish to text.

You will be presented with the below screen. Type in your custom text where it says "Write your message..." to proceed.

Once you have typed in your message, clickSend. Per compliance rules, the following message will be appended with your text: "Text YES to opt-in, to opt-out text STOP. Type GETINFO for more details."

Your message will then be combined with your organization's Opt-In requirement, allowing your contact to respond YESonce they are ready to text.

Users can click on Add Contact to add new contacts when necessary without needing to start a conversation every time. The add a contact, simply follow the instructions below.

1. Click on "Add Contact" in the upper right-hand corner of the screen, right below "Schedule a Message." Choose "Add New Contact" to add a single contact.

2. A side drawer will appear. Fill out the required fieldsFirst Name, Last Name,andPhone Number. If you'd like, you can fill out the optional fields Preferred Name and Email Address as well.Then click "Add Contact."

Creating an Original Piece of Mail Content:

ClickCompose Email in the top-right corner of your Hearsay Mail workspace.

ClickWrite Your Own

Enter in the name of a contact or group list of contacts.

You will now have the ability to create and customize your email.

Subject This text provides the subject line of the message to be sent.

Body- This text provides the content of the email you are sending and can include images, text and links.

Pro Tip: Text can be added below your organization's legal disclaimer message at the bottom of the email.

Add a Showcase Link Selecting this option allows you to enter a URL to direct the reader to. Once you enter the URL and click Save, a thumbnail image and description will be generated. The image and the URL link can be edited by hovering over current showcase link information.

Pro Tip: If a user clicks your showcase link, or another link within your email, this will be highlighted in the Performance sections of your account.

Add an Image Selecting this option allows you to upload an image to your message. Once the image is uploaded you can either replace it with a Showcase Link or another image by hovering over the current image.

Add a GIF Admins and advisors can add animated GIFs to their emails. This helps increase email engagement rates by making the content more fun and lively. Inserted GIFs will appear inline and animations will start automatically.

Insert Variable Once selected, a dropdown will show both Contact and Agent variables available for pre-population within the piece of content being created, including both the subject line and body of the email.

Pro Tip: Variables enable your content to become more personalized and direct.

Preview Email Preview how the email will appear to your recipient(s) within the New Email tool.

Test to Yourself Send the email to yourself to view it in your personal inbox.

When on the Home page within Hearsay Mail you can:

Recent Activity: Easily view afew of the most recent items from Mail that have been received.

Sent Email: Access tobrief data on the most recent pieces of Mail sent.

Browse Content: Aquick look at some of the latest Mail content to have been added to the library. You can click on a piece of content right from here and choose to personalize and publish.

The Email Library tab is where you will find Hearsay Mail content, created and curated by your organization’s social media and compliance team.

Click a piece of Mail content, or click Compose Email to get started.

Step 1: Select Content

Click a piece of content from your organization’s library, or click Filter to choose categories of content.

Note: If your organization has enabled the feature, you will have the option to click Create Your Own to create your own content.

Step 2: Preview

Recipients In this field you will determine the contacts or lists of contacts this piece of content will be sent to. Note: to add contacts or create a list of contacts please see the Contacts Section of this guide.

If your organization has enabled the ability to customize your content, or create your own original content, you will have the below listed features available to you.

Subject This text provides the subject line of the message to be sent.

Body- This text provides the content of the email you are sending and can include images, text and links.

Pro Tip: Text can be added below your organization's legal disclaimer message at the bottom of the email.

Add a Showcase Link Selecting this option allows you to enter a URL to direct the reader to. Once you enter the URL and click Save, a thumbnail image and description will be generated. The image and the URL link can be edited by hovering over current showcase link information.

Pro Tip: If a user clicks your showcase link, or another link within your email, this will be highlighted in the Performance sections of your account.

Add an Image Selecting this option allows you to upload an image to your message. Once the image is uploaded you can either replace it with a Showcase Link or another image by hovering over the current image.

Insert Variable Once selected, a dropdown will show both Contact and Agent variables available for pre-population within the piece of content being created, including both the subject line and body of the email.

Pro Tip: Variables enable your content to become more personalized and direct.

Preview Email Preview how the email will appear to your recipient(s) within the New Email tool.

Test to Yourself Send the email to yourself to view it in your personal inbox.

Keep your contacts up to date with the latest news from your company by subscribing them to email campaigns. Contacts subscribed to an email campaign will receive regular emails from you with content about that email campaign's topic.

Title The campaigns are sorted alphabetically but Title.

Subscribers This column will display how many contacts you have subscribed to the campaign.

Actions This column will display the actions you can take on a particular campaign (i.e. Add Subscribers)

*Within the Actions column you can click on Add Subscribers to both Subscribe and Unsubscribe contacts to campaigns.

Hearsay Mail will automatically pull in all of your contacts from the social networks you have connected to Hearsay. Though Hearsay will bring in all of your social contact names, their email addresses will need to be manually loaded.

To access your Sent emails, click on Performance > Sent. Here you can filter on Source to locate emails Written by You, from the Corporate Library, or part of a Corporate Campaign.

Sent Items

When viewing a sent email, you can see a thumbnail of the message sent on the left-hand side. On the right-hand side, you can see the date and time the email was sent as well as the source and number of recipients. In addition, you can see a quick snapshot of how this item performed. For a detailed look at how an individual email performed you can click on View Report.

View Report

This feature provides a detailed report for each of your sent email messages, including metrics in several important areas.

Delivered - The email was successfully delivered to the recipient.

Bounced - The recipient's email server could not or would not accept the message. This can happen for various reasons, including a full inbox or incorrect email address. It is detrimental to your sender reputation to continue sending messages to email addresses that bounce. We recommend that you double check the email addresses for these individuals, or remove their emails altogether.

Opened - The recipient has opened the email.

Clicked - The recipient has clicked on a link in your email.

Spammed The recipient marked this piece of email content as spam.

Unsubscribed The recipient clicked the "unsubscribe" link in your email and will not receive future emails from you.

To help your organization expand social selling with advisor-client communication, we have launched Hearsay Mail as a central part of our Social product. Our goal is to help advisors have more direct and personal conversations with their prospects and clients. Advisors benefit from building stronger client relationships using this new feature while admins benefit from leveraging the same Hearsay platform for easy content distribution and program tracking.

To utilize this functionality to send branded, templated emails, follow these simple steps:

Click "Compose Email" at the top-right of your dashboard.

Choose from any of the pre-populated emails that are available in your Email Library.

From here, you can add recipients, edit the subject line, edit the message body, and preview the email before sending.

FAQ

Can I add email variables like{ contactFirstName } to the subject line?

Yes! As of March 2018, this feature is now available to all Hearsay users. Just select the variable from the menu and choose "add to subject" to populate the information just like it does in the message body.

This feature provides advisors and assistants the ability to schedule emails to go out to clients in advance. Some ways to use this new feature include scheduling holiday cards and birthday well-wishes, periodic referral requests, and meeting reminders and follow-ups.

When a user launches the email sender and reaches the last step for sending the email, the user will see an additional option to “Schedule” the email(s). The user can select a date and time (hourly) in the future, and click to schedule the email(s) to go out.

Once advisors have scheduled emails to go out, they can view those emails on the Scheduled page.

The table allows them to sort the list, as well as unschedule individual emails.

This page does not include campaign emails scheduled to go out by admins. Users can view those in the Campaigns tab under each individual email campaign.

The following video demonstrates how to connect and verify your email address, add a signature, and send your first emails using Hearsay Mail.

Administrators can require email signatures to be approved before agents or advisors send emails. This provides increased compliance coverage. Admins can enable this feature by going toOrganizational Settings >Mail >Block onboarding emails until signature is approved. Once enabled, advisors can continue to navigate within Hearsay Mail but cannot send emails until their signatures are approved.

Relative Email Campaigns are intended to be a finite series of non-time-sensitive emails that are sent to each recipient relative to the date the recipient is subscribed. A “Life Insurance 101 for Young Families” relative campaign can include 10 scheduled emails to go out on Day 1, Day 15, Day 29, etc. Advisors can subscribe their younger married prospects and clients to share information and stories on a bi-monthly basis to help educate them on the benefits of life insurance.

With the addition of Relative Email Campaigns to Hearsay’s existing Dynamic Email Campaigns, advisors can more easily automatically nurture clients and prospects through modern email marketing.

How to Add Subscribers to a Relative Email Campaign

1. Head to 1-to-1 Outreach.

2. Click on Campaigns.

3. Click Add Subscribers.

4. Select the contacts that you'd like subscribed to the Campaign.

To view the contents of an Email Campaign, click on its title from the Campaign screen, then click on its Subject in the Email Campaign Details screen. Then you can read the contents of the email.

From the Email Campaign Details screen, you can see when the emails in these campaigns are scheduled to go out. A Dynamic Email Campaign will have set dates whereas a Relative Email Campaign will have markers like "Day 1" or "Day 32". From here, you can also Add Subscribers.

Activity

To view historical data on your 1-to-1 Outreach activity select Performance > Activity.

Here you will see detailed information on your 1-to-1 Outreach activity.

Email Open Rate: The number of emails that have been opened by unique recipients divided by number of total emails sent.

Link Click Rate: The number of emails with a showcase link clicked by unique recipients divided by number of total emails sent (whether or not those emails contained a showcase link).

Sent Email: Total number of emails sent.

Not only can you publish content, but you can also schedule it for later publication. To do this, navigate to your Post Library under thePosts tab, and either click a piece of pre-approved content, or clickNew Post to create an original piece of content.

Adjust the piece of content as desired and choose which sites/social accounts will receive this piece of content. Then, clickPost Time to expand the composer window.

You will be shown a calendar where you can click dates to designate the content on. You can also click the<and> buttons to move into different months. Once you've chosen a date, click theTime Selection box to enter in a custom time of day for the content to publish.

Once finished, clickSchedule in the bottom right corner to complete this process.

A campaign consists of multiple pieces of content that are grouped together and released separately at timed intervals as a fluid set of posts. They are often centered on a single theme and are released on a staggered basis.

To accessCampaigns, click Social from your top navigation to be brought into your Hearsay Social workspace. Then, click Content andselectCampaignsfrom the drop-down. Here, you will be shown a list of available campaigns you may subscribe your Hearsay Site too.

There are two types of campaigns:

Dynamic: Content within these campaigns have pre-determined dates at which the content will publish, set by your organization’s social media and compliance team. Admins can also add additional content to these campaigns. As long as you are subscribed to a dynamic campaign, all existing content, and content added to the campaign after you’ve subscribed, will still be scheduled on your behalf.Dynamiccampaigns usually focus on date-specific content for specific topics.

Relative: Content within these campaigns have pre-determined dates, relative to once you’ve subscribed to the campaign (ex. Content is set to schedule 1, 2 and 3 days from when the user subscribed).Relativecampaigns usually focus on evergreen content that can be published throughout the year.

To view the content within the campaign, clickSee All Postson the bottom right. This will display the day and time at which the content will publish, and also allows the user to read content containing links before publishing.

To edit which sites or social accounts will publish the campaign, click your social network icons next to where it statesAllow Publishing Poststo in order to select/deselect the network.

ToSubscribeto a campaign, clickSchedule.

To post content, select it and the Publisher tool window will open. Depending on your organization's social media policy the following items may be edited:

The Post Message that accompanies the selected content.

The thumbnail image.

The content header.

The content subheader.

Once the selected content has been edited, under Social Accounts, select the Hearsay Site to which you will publish the content. Depending on your organization's social media policy, the option to edit the Post Message that accompanies the selected content may be available.