URGENT Must Do: Clicksend Verification

Hey Urzsula, hope your having a fantastic day!

As you may know by now, Clicksend has sent you an email asking about verification. This is something new they are doing but no worries!

We have answers for all their questions ;)

To get to this form, check the email you signed up with clicksend. There should be a link that takes you to the verification form they want you to fill out.

Now let's break down the form:

So the first half of the form you can easily fill out. If you clicked on the right email the first 2 sections should be already filled out for you.

Which is your:

• Click-send User ID
• Your Toll-Free Number

***If they do not auto-populate when you click the link in your email, you can login and find your user id on the top right hand corner. And your toll-free number under sms numbers in your account.***

Next it simply your contact details:

• Name
• Email
• Phone Number

Then its your Medicare Agency details:

• Company Name
• Company Address
• Company Website

Now for Campaign Details, I'll break down EXACTLY how you need to fill this out:

Campaign Type: Insurance Services

Approximate Campaign Volume: 1,000

Campaign Description: The messaging is intended to introduce me the licensed medicare agent after the prospect submits their info on my website. The message only goes out to those who opt in through my website. We guide them to book a call with me through text message.

Sample Messages: Hey (first name), it's (my name) your Medicare Specialist. I just received your submission from FB on my website a bit ago. I am processing your request to see if you're eligible for additional benefits. Have some time this week for a quick call to go over the details? If you prefer, you can also book a time with me here: (my calendar link)

How do customers opt-in to receiving messages from you? Online Form

Describe the opt-in process: The prospect goes through an ad on fb or audience network, land on my help assessment website that requests the prospect's info alongside 16 other questions, we have disclosures on every page for permission to contact, then when they hit continue to get their quote we send them this text message to introduce ourselves and guide the prospect to book an appointment.

Supporting docs: Please save & upload the (2) screenshots below. Everything but the contact and business info copy and paste into your verification form besides the questions that are drop-downs. I have also provided the answers to those above as well.

(1)

(2)

THIS NEEDS TO BE DONE BEFORE SEPT 1 OR YOUR CAMPAIGN

WILL GET BLOCKED.

Please let me know if you have any questions.

Angel Pichardo

Your Medicare Marketing Partner

Medicare Growth Lab