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DIGITAL MARKETING ADVISOR PROFILE
Please use the following information to set up advisor’s digital marketing campaigns. Refer any questions to Mirna Andrade (mirna@sromarketing.com)
CAMPAIGN INFORMATION
Campaign Package
*
Please select an option
Digital Marketing - Webinars
Digital Marketing - Live Events
Landing Page - Live Events
Advisor Cost
Advisor's State
*
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Other
Time Zone
*
America/New_York
America/Detroit
America/Kentucky/Louisville
America/Kentucky/Monticello
America/Indiana/Indianapolis
America/Indiana/Vincennes
America/Indiana/Winamac
America/Indiana/Marengo
America/Indiana/Petersburg
America/Indiana/Vevay
America/Chicago
America/Indiana/Tell_City
America/Indiana/Knox
America/Menominee
America/North_Dakota/Center
America/North_Dakota/New_Salem
America/North_Dakota/Beulah
America/Denver
America/Boise
America/Phoenix
America/Los_Angeles
America/Anchorage
America/Juneau
America/Sitka
America/Metlakatla
America/Yakutat
America/Nome
America/Adak
Pacific/Honolulu
Please ensure this is correct.
ADVISOR INFORMATION
Name
*
First
Last
Email (For Public Use)
*
This is the email that will be used as the bigmarker presenter
Email (To Receive Notifications)
*
Add
Remove
Please click the plus sign on the right to add multiple emails to receive notifications. These are the emails that will receive the new registrant emails
Phone
*
This is a public number that is sent in the "After Webinar Email"
Targeting (Location)
*
Add
Remove
Please click the plus sign on the right to add multiple locations. Please only put one location per line. Please only put the county or city on each line
List Targeting: Yes or No
Yes
No
Targeting List
Max. file size: 50 MB.
Hidden
Website Address
Clients Website URL
Advisor Bio
*
Advisor Headshot
Accepted file types: jpg, gif, png, jpeg, Max. file size: 50 MB.
Hidden
BD or RIA
Leave blank if N/A
Hidden
Disclosures
Hidden
Advisor State License Number
Advisor Calendly Link
*
Please make sure this link is to the direct event not the page EG: https://calendly.com/corey/consultation is correct where https://calendly.com/corey is not. If you use a different link that is not calendly please put that here.
State Branding
*
Accepted file types: jpg, jpeg, gif, png, Max. file size: 50 MB.
WORKSHOP INFORMATION
Workshop 1 Date
*
MM slash DD slash YYYY
Workshop 1 Time
Hours
:
Minutes
AM
PM
Workshop 2 Date
MM slash DD slash YYYY
Workshop 2 Time
Hours
:
Minutes
AM
PM
Workshop 3 Date
MM slash DD slash YYYY
Workshop 3 Time
Hours
:
Minutes
AM
PM
Workshop 4 Date
MM slash DD slash YYYY
Workshop 4 Time
Hours
:
Minutes
AM
PM
Co-Presenter Name
Co-Presenter Email
Co-Presenter Bio
Co-Presenter Headshot
Accepted file types: jpg, gif, png, Max. file size: 50 MB.
Presentation
Accepted file types: pdf, Max. file size: 50 MB.
Poll Questions
Please put a link to a Google Sheet with the questions in the "Main" tab. Please use the follow sheet as a template editing the Main Tab https://docs.google.com/spreadsheets/d/1SSwdWa2gY9bz2BN-EcpD7fDq6gE9s5HH8lXcKluM5Ug/copy
Waiting Room Video Link
YouTube video is preferred
ADDITIONAL INFORMATION
Additional Confirmation Emails
*
Add
Remove
Please click the plus sign on the right to add multiple emails to receive notifications. These are the emails that will receive the asset doc email
Will you need practice webinars?
*
Please select an option
yes
no
Visit USA Medicare!
Notes
PAYMENT INFORMATION - submit form before completing link
https://quickclick.com/r/tdogp
