Retirement Insights Campaign

The Retirement Insights campaign is available in the Automated Marketing section of your admin. This campaign features topics like timely news, Social Security, and investment strategies for those nearing retirement or recently retired.

Once activated, the campaign will be automatically delivered via email every other month, typically around mid-month. The campaign will send in January, March, May, July, September, and November. You will receive a campaign notification email two days prior to each scheduled send.

How to 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 Retirement Insights campaign and toggle the campaign on:

Configuring 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.