Available to our Connect™ and Attract™ clients, the Holidays campaign is an easy way to keep in touch with your contacts and add a personal touch to your communications, while sharing financial tips pertinent to each time of year.

The Holidays campaign sends messages to your clients on the following holidays:

  • New Year's

  • Memorial Day

  • Independence Day

  • Labor Day

  • Thanksgiving

  • Christmas/Holiday Season

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 Holidays campaign and toggle the campaign on:

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 the day 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. 

Below is a sample campaign email:

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

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