How to establish your firm as a resource for up-to-date market commentary and guidance
The Monthly Market Insights (MMI) Newsletter provides a comprehensive review of the previous month's market events and trends. This newsletter is available with select subscriptions.
How to Active the Automation
- Navigate to Automated Marketing: In your FMG admin, click Automated Marketing in the left navigation menu:
- Find and Enable the MMI Newsletter:
- To find the Monthly Market Insights Newsletter, you can search for it by title in the search bar or select "Market Insights" in the Category filter:
- Toggle the automation "On":
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- To find the Monthly Market Insights Newsletter, you can search for it by title in the search bar or select "Market Insights" in the Category filter:
- Select Your Audience: By default, all your contacts are included in the campaign audience. To configure the audience:
- Configure Your Audience: To configure your audience, select "Audience":
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- Configure Settings: In the "Configure Settings" modal, you can specify the recipients for this campaign.
- Choose Audience: "Send to all contacts" is the default selection, but you can change this to send to a specific group by clicking "Send to groups" and selecting the group you would like the campaign sent to.
- Post to Social Media: If you would like to also send this campaign to your connected social media channels, select the checkbox.
- Configure Your Audience: To configure your audience, select "Audience":
- Preview the Campaign: You will receive an email the day before the campaign is sent to your contacts. This email will include a preview of the message your contacts will receive. For more details on setting up these notifications, click here.
Monthly Market Insights Content
Each email campaign includes:
- A video
- A link to an article published on your website
To see an example of the latest Monthly Market Insights article, click here.
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Automation Email Example:
Customizing Your Email Design
Want to update your email header graphic and colors? Learn more about customizing your email design here.
MMI Archives
Access the archives of MMI reports from the past 2 years here. 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.