Account Set Up
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      3. Account Set Up

      Quickstart Guide for Marketing Suite

      How to set up your Contact Info, Logo, Disclosure, and More!

      Are you new to the FMG platform and not sure where to get started? In this article, we will review the necessary setup items.

      Getting Started

      Use the links below to navigate to different sections in this article: 

      Update your Profile

      Contact Information

      It is important to set up your Contact Information early, as this information is required to begin using FMG for email communications! Your Contact Information will be submitted to compliance to ensure all your details are accurate. 

      To review and update your Profile > Contact Information:

      1. In your FMG dashboard, navigate to Profile > Contact Information:
      2. On the Contact Information page, ensure your Personal Information is all up-to-date, including your First Name, Middle Initial, Last Name, and Display Name you want to display in your email signature. 
        secure.fmgsuite.com_profile_contactInfo (1)

      3. Next, you can enter your Contact Information details such as a Primary Email, Secondary Email, Primary Phone, and more!

        You also have the option to turn email notifications on or off, and you can choose a different email address to display on your website. If you want to learn more about FMG email notifications and how they function, check out this article: Email Notifications.

        secure.fmgsuite.com_profile_contactInfo (2)

      4. Signature Links & License Information:

        Screenshot 2024-08-01 094541

        • Signature Links: These are the links that display in your email signature. You can add a website URL and a calendar scheduling link. ✨Click here to learn more about the Appointment Link option!

        • License Information Displayed On Emails: These are Individual and Company license information. Separate multiple licenses using commas.

        • License Information Displayed On Website: These licenses will display on your Website or on your Marketing Suite Landing Page (depending on your subscription).

      5. Once you review and complete your contact information, click "Publish" to send your contact information to compliance.

      ⚠️ Important Note: To send emails via FMG, the following fields on the Profile > Contact Information page must be completed:

      • Display Name: The name you wish to display on outgoing email communications
      • Company Name
      • Mailing Address: Including Address 1, City, Region, and Postal Code
      • Primary Email
      • Primary Phone

      For Marketing Suite users, you can also add a personal bio about yourself in the Profile Details section and Call to Action links. This information will be displayed on your Marketing Suite landing page.

      Want to learn how to edit your Marketing Suite landing page? Click here!

      Logo

      To add or upload your Logo:

      1. In the navigation pane on the left side of your dashboard, navigate to Profile>>Logo:

      2. Review your logo. If you need to add or update your logo, click the "Upload Image" button to upload your logo:

      3. Once you are done, click "Publish" to send your logo to compliance.

      Disclosures

      To review or enter your disclosure:

      1. In the navigation pane on the left side of your dashboard, navigate to Profile>>Disclosures:

      2. On the Disclosure page, you can edit your disclosures.

      3. Click "Publish" to send your disclosure to compliance.*

      *Remember, these profile items must be approved by compliance before they are live. If you have self-managed compliance, navigate to the compliance page located on the right-hand side of the top menu. If you have direct compliance, your items should be reviewed by your compliance department soon.

      Import Your Contacts

      You can easily import your contacts by syncing a supported CRM or by uploading a CSV of your contacts to FMG.

      1. In the navigation pane on the left side of your dashboard, navigate to Contacts>>Manage Contacts:

      2. Here, you can choose how you would like to import your contacts:

        1. Importing Contacts as a CSV File

        2. CRM Integrations:

          1. Syncing Redtail

          2. Syncing Salesforce

          3. Syncing Ebix SmartOffice

          4. Syncing Wealthbox

          5. Syncing MarketingPro

      How To Navigate the Content Library

      Now that you have your profile set up and your contacts imported, it's time to start exploring the Content Library! The FMG Content Library is filled with articles, videos, whitepapers, and more! Read on to learn more about navigating the Content Library.

      1. To find a piece of content, click Content Library in the navigation pane on the left side of your dashboard:

      2. Here, you can start exploring the Content Library! You can navigate through the content by:

        1. Search Bar: Use this to quickly find what you are looking for by searching by title, topic, or type of content.

        2. Content-Type: Filtering by content type is easy – choose Web Content, Emails, Social Posts, Greeting Cards, Downloadables, or check out everything in the Content Library.

        3. Content Collections: If you are just browsing, check out Collections! We have curated our favorite web content into Collections by topic to make it easier for you to find your next favorite piece.

      Now that you know how to navigate the Content Library, learn how to share content via email!