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. 

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

Left Nav Bar Automated Marketing

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

Video of the Month Toggle

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. 

Need to adjust your campaign audience?
Easy! Click here to learn more. 

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 link to a video on your website. Below is a sample campaign email:

Video of the Month Campaign Example

Want to change your email header graphic and colors? Simple!
Click here to learn more about updating your email design. 

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