Quickstart Guide for Marketing Suite

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

Update Your Profile

Contact Information


To review and update your Contact Information:

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

  2. On the Contact Information page, make sure your contact information is all up-to-date. 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.

    Note that these are the required fields:

    • Display Name (this is the name you wish to display on outgoing communications)

    • Company Name

    • Address 1

    • City

    • Region

    • Postal Code

    • Primary Email

    • Primary Phone

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


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.


To review or enter your disclosure:

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

  2. Review or 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.

Nice job! Now that your profile set-up is complete let's move on to importing your contacts!

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:

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!