Core Concepts: Getting Started with Bamboo

This session will cover the basics of Bamboo, designed for new users, so attendees can learn how to get started, including how to:​
  • Configure Bamboo with your branding and setup support roles with access​
  • Navigate Bamboo to easily find the right content, when you need it, with insight into how content is organized​
  • Launch an automated campaign and share content to digital channels ​
  • Create a simple marketing plan to guide your marketing efforts

UPCOMING SESSIONS:


August 27th - 2:00pm ET

September 24th - 2:00pm ET

October 29th - 2:00pm ET

CAN’T ATTEND A LIVE SESSION?

Watch a previously recorded on-demand video:

Webinars & Downloads

Custom Training

emoney-recorded-training-icon-new

LOOKING FOR MORE PERSONALIZED TRAINING?

Design a customized in-person program to meet your training needs.

This approach is recommended for both long-time eMoney users looking for training on more in-depth topics or new users seeking group training to get their office up to speed.

© 2021 eMoney Advisor LLC    Privacy Policy | Security