When onboarding new clients or changing the ‘from email address’ in MailChimp, we would love if Team Lead’s could do this in real-time on a client call. This prevents having to coordinate a time to do this outside of your normally scheduled window of chatting with clients.
- In MailChimp, you will choose to edit the draft of a recent email template for the particular client.
- In the ‘from email address’ section you will change the email to the preferred email sender.
- Press save.
- Once pressing save, the email should receive a verification code. Now, the client can verbally give you the verification code to type in on the call.