Best Practices, Tips, and Tricks

Your Digital Assistants

• Meet the Event Assistant
• Meet the Time Saver Assistant
• Meet the Referral Assistant
• Meet the Borrower Assistant

Tips & Tricks from CardTapp Members

• Integrating Your App Into Your Existing Process: A White Paper
• Tip - Use Tags to Manage Contests or Giveaways
• Tip - Use Tags to Enhance Social Media Posts

Templates

• TEMPLATE - 1200x630 Facebook post templates
• TEMPLATE - 820x312 Facebook cover photo
• TEMPLATE - 1080x1080 Instagram templates
• TEMPLATE - Benefits of Sharing 8.5x11 Flyer
• RESOURCE - Icons

Business Strategy Tips

• Build Strong Referral Partnerships
• Focusing on Retention to Effectively Work from Home - or in the Office
• Leverage Your Network When Launching a New Marketing Focus

Mortgage Best Practices

• Appeal to Millennial Home Buyers
• Create Value for Realtors
• Emphasize Your Calculators
• Streamline CRM Lead Integration
• Update Your App with Covid-19 Information
• Use Changes in Rates to Share Your App

Sharing The App

• How to Share Using Your App Link
• Sharing Your App: Best Practices and 4 Key People to Share Your App With
• What To Say When You Share The App (Sharing Scripts)
• Share The App To Hook Your Leads
• How an Assistant Can Help Share Your App
• How to Share the App from a Tablet

Driving App Engagement

• Present Your App as Valuable
• Save Paper, Ink, and Time with In-app Documents
• Add Videos to Your App
• Customize Your App to Capitalize on Opportunities

Monitoring App Activity

• Keep an Eye on Your App Activity
• "Stack" Habits Make Monitoring Your App Automatic
• Identify Buying Signals

Using the App with Social Media

• How to Share and Promote Your App on Instagram
• How to Share and Promote Your App On LinkedIn
• How to Share and Promote Your App On Facebook
• Set Up Social Media in the 'More' Section

Using the App with Email

• How to Adjust App & Email Notifications and Daily Usage Reports
• Embedding the App Link in Your Email Signature with Gmail
• Embedding The App Link in Your Email Signature With Outlook
• Examples of the App Link in an Email Signature
• Examples of the App in an Email Signature

Using the App's Pro Features

• SMS Marketing

• Overview of the Pro Package
• How to Set Up Co-Branding on Your App
• Add Your EasyText Keyword to your App's Home Page