Completed
 
 
 
 
UFAN at Heckerling Institute
Email Marketing → Gift Planning (GPL)
Due Open Deliverables
01-08-2018  / 1
Project Lead Project Team
not assigned not assigned
Sponsor Information
Estate and Gift PlanningBussey QuackenbushMarketing Specialist
Project Description
Attached is the image we would like to use for or the email invite. I understand if it needs editing. This is for a UF Advisor Network breakfast at the The Heckerling Institute Conference in Orlando. It is an estate planning conference. Paul would like to send the invite out this afternoon, I mentioned that to Chris and he said that it might be a tight squeeze to happen today from a sending point. If today is not feasible he would like it to go out Monday. I can set up the email in salesforce marketing so it’s ready to go, but I need approval on the image or an edited version. I am attaching the copy that we plan on using. Please let me know what is feasible.
Deliverables
NO DELIVERABLES - Please add at least one deliverable

EMAIL MARKETING REQUEST

Created on Jan.  5, 2018 at  3:45 PM (EST). Last updated by Katie Clemen on Jan.  9, 2018 at  3:15 PM (EST). Owned by Clemen, Katie.
Katie Clemen
Katie Clemen
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