Information Needed to Place an Order

Below are the items needed in Trailmap when placing your order

• First Name

• Last Name

• Title

• Company Name

• Contact Info (email, phone)

• Are you:

  • Insurance Only

  • Insurance + Securities Licensed

• RIA/BD (Broker Dealer / Registered Investment Advisor)

• Compliance Office Name

• Compliance Contact Email

• Required Disclosures (attach or paste)

• Number of Presenters:

  • One

  • Two

For Each Presenter:

• First Name

• Last Name

• Title

• Credentials / Endorsements

Bios:

• Landing Page Bio

• Email Bio

• Direct Mail Bio

• Campaign Type (Seminar, Webinar, Mailer - Educational or Dinner Event, etc.)

• Topic(s)

• Campaign Dates (start + event dates)

• Capacity Limit

• Waitlist

• Venue Name

• Room Name (especially for universities)

• Address

• Does venue allow:

  • Logo use? (Yes/No)

  • Venue images? (Yes/No)

• Will food be served? (Yes/No)

• Landing Page (Yes/No)

• Email Campaign (Yes/No)

• Direct Mail (Yes/No)

• Mailing List Source:

  • Provided list

  • Purchased list

• Do Not Mail List (upload if applicable)

• Target Audience:

  • Age Range

  • Household Assets

  • Location (City/State)

  • ZIP Codes

• Mail Quantity

• Exclusions (who should NOT receive mail)

• Text Messaging (Allowed by compliance? Yes/No)

• Email Type:

  • Standard

  • Pre-Qualification Required

• Text Messages:

  • Yes / No

  • If yes → confirm compliance approval

• Disclosures for:

  • Landing Page

  • Emails

  • Mailers