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AVP Getting Setup with the following: Sign-up Form & Payment Option Personal Profile on Merrill PowerPoint PPT Presentation


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AVP Getting Setup with the following: Sign-up Form & Payment Option Personal Profile on Merrill AVP Mailing List on Merrill. Getting Started with the AVP Step 1:. Locate the AVP Sign-up sheet in your AVP packet (see your OA) or Online at: CBAgentinfo.com Click on DOWNLOADS

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AVP Getting Setup with the following: Sign-up Form & Payment Option Personal Profile on Merrill

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AVP

Getting Setup with the following:

Sign-up Form & Payment Option

Personal Profile on Merrill

AVP Mailing List on Merrill


Getting Started with the AVP

Step 1:

Locate the AVP Sign-up sheet in your

AVP packet (see your OA) or Online at:

CBAgentinfo.com

Click on DOWNLOADS

Click on AGENT RESOURCES

Sign-up before or by November 30, 2006

Select your payment option

Submit the form with payment to your OA


Getting Started with the

AVP Mailers

Step 2:

  • There are (5) methods to setup your Mailing List on Merrill. Select the one that suits you best:

  • Manually Enter Names into a list and name it AVP

  • Transfer or Upload Your List and name it AVP

  • Self-Help Optionto Transfer/Download List and name it AVP

  • Customer Service Resource Line on Merrill

  • Move Names from Existing List on Merrill to a new list and name it AVP


The Following Demonstrates the

Manually Entering of Names

to Your AVP List on Merrill


Login to Merrill Site

Forgot Login? Call or Email


Click Here to First Update Your Personal Profile on Merrill


Click Personal Profile to

Make sure all contact

Information is current.

Click Here to Access, View and Edit Profile


Upload Your Photo Here

Note: What You Enter in These Fields Will be Imprints on Your Mailers & Marketing Pieces

You MUST click [Save Changes]

For your information to be stored.


Click Mailing List to Create/Add/Edit your AVP Mailing List


If this is your first list.

Enter AVP as list name.

Be Sure this Box is Checked to Include on your Mailers

Hit Submit to Add and Enter More Names


Check (or Uncheck) to Select Names to Send (or Not Send) to on Your List as Needed

Your Newly Added Name to Your List


The Following Demonstrates the

Transfer or Upload Your List

to the AVP on Merrill


To be able to transfer/upload

List, you must first make a new

List, naming it AVP


Click Here to Import a Mailing List You Have Elsewhere to Merrill


Click on the AVP Tab

Click Browse to Locate the List You want to Import from your Computer


Click on the File You Want to Import to the AVP


READ AND FOLLOW THE INSTRUCTIONS

Be Sure the Order of These Fields Match the Order you List is in.

Hit Import Address When You’re Ready to Import Your List to the AVP


The Number of Names in Your List Entered or Imported Upon Completion.

(100 needed for mailing.)


To Learn How to Import Any List File you May Have, Click Here


Getting Started

Step 3:

The Following Demonstrates the

Self-Help Option

for Downloading/Transferring

Your List an AVP list


Getting Started

Step 3:

The Following Demonstrates How to

Move Names From Your Existing List

to the AVP


To be able to moves to the Top List,

You must first start a new list

and name it AVP


Select the List Name You Want to Move Names from and to the AVP Tab.


Select the names you wish to move over.

On this screen, you see a drop-down box that defaults to [Move] selected addresses. There is another drop-down box where you can select the list to which you would like to move your addresses. Upon clicking the [Move] button, your names will be moved over.

If you wish to COPY the names and have them occur in BOTH lists, you may select [Copy] from the first drop-down instead.)


Click OK and the selected addresses will be moved/copied.


Getting Started

Step 3:

The Following Demonstrates How to

Contact Merrill Direct to

Setup Your List to the AVP


There are two contact links

On the Table of Contents with

Merrill’s contact information.


1.800.876.4824

CALL

EMAIL

FAX


If you have any problems

Merrill can assist you

With your order.


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