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Mail
Peter Montoya Inc.
150 El Camino Real, Suite 200
Tustin, CA 92780
Phone
(866) 254-6035
Fax
(949) 265-0929
E-Mail
support@petermontoya.com
Technical Questions
1. How do I retrieve a forgotten or lost password?
2. I need help changing fonts, formatting or printing the message I've downloaded.
3. When I download messages, why do some fonts show up in red?
4. When I download messages, why do some words show up with "<< >>" around them?
5. How do I use the Mail Merge feature within Microsoft Word?
6. How do I change my password?
7. What is a "CRM" and how can I use one to automatically fill-in message information?
Compliance Questions
1. What happens if I change Broker/Dealers?
2. How long are messages approved by my compliance department?
3. What can I change in each message?
Content / Message Questions
1. What if I need a message that I can't find in the library?
2. What if I find the message I'm looking for, but it's not quite right for me?
3. I have some marketing messages of my own that I need to have edited. Do you do that?
Billing Questions
1. What if I want to change the credit card information that is being charged monthly for my subscription?
2. What if I want to cancel my one-year library subscription before my year is up?
3. What happens at the end of my year subscription?
4. What if I want to cancel my order?
5. What if I want to cancel my one-year library subscription after my year is up?
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Can't find answers to your questions above?
Click here to fill out our contact form and we will respond back within one business day. |
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| Technical Answers |
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1. How do I retrieve a forgotten or lost password?
Click here to retrieve forgotten or lost password.
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2. How do I retrieve a forgotten or lost password?
For help with using Microsoft Word, please visit Microsoft's website at http://office.microsoft.com/en-us/word for help and how-to information. You can also click on the "Help" tab within Word for basic how-to information.
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3. When I download messages, why do some fonts show up in red?
When you download messages, often you'll see items in a RED font … these indicate places within the message where you are meant to add in your own information as appropriate for the message. For example, in one message it may say "I have been in the financial services industry for XX years". You'll want to change "XX" to the number of years that YOU have been in the industry, then change the font color to black when you're finished. These items are in red simply to alert you to the fact that there is something you need to alter.
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4. When I download messages, why do some words show up with "<< >>" around them?
Within the messages you'll often see words with symbols around them (example - <<firstname>>). These are mail merge fields. If you use a mail merge system in your office, or if you subscribe to an online Customer Relationship Manager (CRM) like Red Tail Technologies, then these fields can be filled in with appropriate information automatically. If not, don't worry - just delete those fields and add in your information. For example, if the field says <<representativename>>, you would click on that, delete it, and replace it with YOUR name.
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How do I change my password?
For help with using Microsoft Word, please visit Microsoft's website at http://office.microsoft.com/en-us/word for help and how-to information. You can also click on the "Help" tab within Word for basic how-to information.
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6. How do I change my password?
Follow these steps to change your password:
- Click on the "Profile" tab
- Click on "Login Information"
- Enter your current password and then enter in your new password twice
- Click on the “Update Login Information” button to save your changes
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7. What is a "CRM" and how can I use one to automatically fill-in message information?
CRM stands for Customer Relationship Manager. It is software designed to help you more efficiently handle your relationships and communication with clients. Red Tail Technology is one example of this type of software, and MarketingLibrary.net has been designed to work hand in hand with their system. If you'd like more information about Red Tail, please visit CLICK HERE.
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| Compliance Answers |
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1. What happens if I change Broker/Dealers?
You will need to notify us of your new B/D and sign the terms and conditions associated with that B/D. Please do so by emailing us at support@petermontoya.com. Please provide the following information: Your Name, the name of your old B/D, and the name of your new B/D. Once we receive this information, we will update your representative profile. The next time you log in, you will be prompted to sign the new terms and conditions.
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2. How long are messages approved by my compliance department?
Typically for one year from the date the compliance officer originally approved the message. Each approved message indicates the name of the compliance officer who approved the message, the date of approval, and the approval expiration date.
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3. What can I change in each message?
Each message has been approved as is. The only portions that can be changed without requiring review and approval by your Broker/Dealer compliance department are the merge fields (example - <<name>>), information indicated in brackets (example - [phone]), or information in red (example - VENUE NAME HERE).
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| Content/Message Answers |
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1. What if I need a message that I can't find in the library?
We are uploading new messages to the library every week, and many of these are based on suggestions from subscribers like you. If you'd like us to professionally draft a message that doesn't already exist in our library, just let us know! Just log in and click the "SUGGEST A MESSAGE" tab at the top of the screen, then fill out the message suggestion form. If we create a message based on your input, you'll be the first to know.
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2. What if I find the message I'm looking for, but it's not quite right for me?
Email us and suggest your changes! We are uploading new messages to the library every week, and many of these are based on suggestions from subscribers like you. If you’d like us to professionally draft a revised version of something already in our library, just let us know! Just log in and click the "SUGGEST A MESSAGE" tab at the top of the screen, then fill out the message suggestion form. If we create a message based on your input, you’ll be the first to know.
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3. I have some marketing messages of my own that I need to have edited. Do you do that?
We do sometimes make our copywriters available for this sort of thing. If you have a message that you need fine-tuned by a professional, please let us know. Just log in and click the "SUGGEST A MESSAGE" tab at the top of the screen, then fill out the message suggestion form. You can even cut and paste your message into the form. We’ll let you know if it’s something we can edit for you. If so, we’ll draft a professional rewrite for you as a “thank you” for the idea. Then we’ll upload a generalized version of the finalized message to the library for all to use, with explicit the restriction that no one else but YOU may distribute that message within your county. To send in your suggestion, please place all your ideas into a word document. Write blurbs, sentences, bullets, or a combination thereof - just make sure that ALL pertinent points are included, and we'll do the rest.
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| Billing Answers |
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1. What if I want to change the credit card information that is being charged monthly for my subscription?
You must call your Peter Montoya Inc. customer service representative at (888) 730-5300 ext. 205 or email your request to support@petermontoya.com. Please be prepared to provide both the credit card information (account number and expiration date) of the account currently being billed (for verification purposes) and the new credit card you wish to be billed.
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2. What if I want to cancel my one-year library subscription before my year is up?
The term of your subscription is for one year. You may cancel your subscription at any time during the year; however, you are responsible and will be charged for the remaining balance of your year subscription.
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3. What happens at the end of my year subscription?
Your subscription will automatically renew on a month-to-month basis unless you provide Peter Montoya Inc. with a notice of termination at least thirty (30) days prior to the end of your initial year.
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4. What if I want to cancel my order?
If you purchase the One Year Library Subscription, you have thirty (30) days from the initial date of purchase to provide Peter Montoya Inc. with a written request to cancel; however, this cancellation is still subject to a $300.00 fee.
If you purchase Choose Five Messages from Library, no refund will be issued.
If you purchase Submit Three Custom Messages (regardless of exclusivity) and Peter Montoya Inc. is unable to satisfy you, we will refund the appropriate portion of your fee.
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5. What if I want to cancel my one-year library subscription after my year is up?
To request cancellation of your subscription after your initial year, you may either call your Peter Montoya Inc. customer service representative at (888) 730-5300 ext. 205 or email your request to support@petermontoya.com . If you request cancellation at least thirty (30) days prior to the end of your initial year, your subscription shall continue only until the end of your initial year. You may cancel your subscription as of the end of any renewal month by either speaking with your Peter Montoya Inc. customer service rep or by emailing your request to support@petermontoya.com.
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