We'll send you a reminder email 1-2 days before a campaign goes out. In that email, we'll show you the content being sent and remind you of the audience for the campaign. Click here to learn about setting up these notifications and how to include other team members in those emails.
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Campaign Name |
When it sends |
| Monthly Market Insights |
Around the 7th–8th of the month *Note that the Monthly Market Insights is replaced by the Quarterly Market Insights at the end of each quarter, affecting the months of January, April, July, and October. |
| Weekly Market Insights Newsletter |
Weekly on Mondays starting around 12 PM PST |
| Ages 55-65 Newsletter (formerly Retirement Insights) | Quarterly: January, April, July, and October |
| Ages 66+ Messages | Quarterly: January, April, July, and October |
| Ages 40-54 Newsletter | Quarterly: January, April, July, and October |
| Ages 20-39 Newsletter | Quarterly: January, April, July, and October |
| Video of the Month | 3rd Tuesday of the month |
| Happy Birthday Email | Whenever a contact in your campaign audience has a birthday, emails are sent at 6:00 AM PST. |
| Referral Sequence | Sent quarterly |
| Celebrations Basic |
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| Celebrations Deluxe |
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| Celebrations Canada |
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| Social Foundations | The default schedule is Monday, Wednesday, and Friday, but you can update that schedule on the Social Foundations Campaign Details page. |
| Social Security Newsletter | Quarterly: January, April, July, and October |
| Breaking Financial News Messages | Sent based on significant market-moving events (once or twice yearly) |
| Chart of the Month | Sent at the end of each month |
| Business Owner Messages | Quarterly: January, April, July, and October |
| College Planning Newsletter | Quarterly: February, May, August, and November |
| CyberSecurity & Scam Prevention Newsletter | Quarterly: February, May, August, and November |
| Life Insurance Messages | Quarterly: February, May, August, and November |
| Medicare Newsletter | Quarterly: February, May, August, and November |
Compliance Approval Window For Automated Marketing Campaigns
Your compliance department must approve Automated Marketing Campaign content before the content is set to send.
- The compliance approval window for most Automated Campaigns is 1-2 weeks. If the content is not approved in this time frame, then the Automated Campaign will not send anything.
- Weekly Market Insights: The compliance approval window for the Weekly Market Insights Automated Campaign is by 10 AM PT/1 PM ET on Monday at the latest so that this content can be sent by 12 PM PST.