Video of the Month

How to effortlessly keep in touch and share award-winning content with your clients.

Our Video of the Month Campaign is a simple way to keep in touch with your contacts and establish you and your firm as a source for award-winning content and financial guidance. This campaign is available to our Connect, Attract, Elevate, Marketing Suite Premium, and Marketing Suite Do It For Me clients.

Activate the Campaign

To activate this campaign, navigate to Automated Marketing in the navigation pane on the left side of your dashboard:

Here, you can locate the Video of the Month campaign and toggle the campaign on:

Configure the Audience

Like our other campaigns, it's up to you to decide which of your contacts receives this campaign. By default, all of your contacts will be in your audience. If you'd like to adjust your campaign audience, click here to learn more.

Campaign Notifications

You will receive an email two days before this campaign goes out to your contacts. That email will contain a preview of the message that your contacts will see. Click here for more information on setting up these campaign notifications.

Each campaign email will include a short blurb and a link to a video on your website or landing page. Below is a sample campaign email: