What are automated marketing campaigns, and which ones should I turn on?
Automated marketing campaigns are a key feature of our Premium Marketing products, designed to help you effortlessly communicate and connect with your audience. These campaigns eliminate the need for individual content scheduling and can be configured to send to specific contact groups, ensuring your messages reach the correct audience.
We offer many different campaigns, each with its own unique uses and benefits. We know it can be overwhelming to choose which campaigns to activate. In this article, we will help you decide which campaigns will be most effective for you and your audience!
Automated Campaigns
There are five categories for FMG campaigns:
Celebrations
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Campaign Name |
Description |
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Happy Birthday Email |
Send a cheerful, unique greeting on each contact’s date of birth, wishing them a happy day. These emails are sent at 6:00 AM PST on the recipient's special day. View the birthday email designs here | Click here to learn more about this campaign |
|
Happy Birthday Greeting Card |
Leverage the power of snail mail to make your contacts feel special on their birthday! Cards are processed, printed, and sent 8 days before the contact's birthday to ensure postal delivery. Note that specific card designs cannot be selected within this campaign; for personalized selections, consider sending a card manually. Note: This campaign has an additional charge. Learn more about this campaign here. |
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Holiday Campaigns |
Let your clients and prospects know you're thinking of them all year long with professionally designed Holiday greetings! Depending on your FMG subscription, there are 10+ individual Holiday campaigns to choose from. You can learn more about our available Holiday campaigns in this article: Celebrations: Holiday Campaigns |
Market Insights
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Campaign Name |
Description |
|
Weekly Market Insights Newsletter |
Show your clients that you're on top of the markets with a well-rounded weekly commentary along with fun content such as a riddle of the week and tax tips. Learn more about this campaign here. |
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Monthly Market Insights |
Send your audience a market commentary video and written report featuring an overview of last month’s market performance and a glance at the month ahead. Recipients are directed to a landing page on your website to access the video and full content. Learn more about this campaign here. |
Client Nurturing
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Campaign Name |
Description |
|
Seasonal Check-In & Referral Messages |
Use this campaign to check in with clients regularly and gently ask for referrals. Learn more about this campaign here. |
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Social Foundation |
Easily post content to social media and establish a consistent, foundational presence on LinkedIn and Facebook with automated, FINRA-reviewed posts. Each social post links to a landing page on your website, driving traffic and engagement. Learn more about this campaign here. |
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Breaking Financial News Messages |
Connect with your clients to settle nerves after national news events such as a sharp market drop or bank failure. Learn more about this campaign here. |
|
Chart Of The Month |
Engage your clients with an insightful commentary on a thought-provoking chart. Learn more about this campaign here. |
Financial Know-How
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Campaign Name |
Description |
|
Video Of The Month |
Keep in touch with an informative video on a financial topic that simplifies the complex, entertains and educates clients, and establishes you as a knowledgeable guide. Learn more about this campaign here. |
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Social Security Newsletter |
Help contacts understand the role that Social Security plays in their long-term financial strategy with a newsletter entitled "Social Security & You". Learn more about this campaign here. |
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Business Owner Messages |
Send regular messages to business owners with an emphasis on exit strategies and business health. Learn more about this campaign here. |
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College Planning Newsletter |
Help parents, grandparents, and students develop a college finance strategy with a newsletter entitled "College Corner". Learn more about this campaign here. |
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Cybersecurity & Scam Prevention Newsletter |
Protect your contacts from life-altering scams by providing tips and strategies in a newsletter entitled "Quarterly Scam Safeguard". Learn more about this campaign here. |
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Life Insurance Messages |
Send regular messages helping contacts understand the value of life insurance. Learn more about this campaign here. |
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Medicare Newsletter |
Send clients enrollment reminders and important info with a newsletter entitled "Medicare Newsletter". Learn more about this campaign here. |
Life Stages
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Campaign Name |
Description |
|
Ages 20-39 Newsletter |
Coach and nurture contacts in the first chapters of adulthood, career-building, and family with a newsletter entitled "Prosperity Pathways." Learn more about this campaign here. |
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Ages 40-54 Newsletter |
Coach contacts in the peak of their professional and wealth-building years with a newsletter entitled "Building Wealth." Learn more about this campaign here. |
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Ages 55-65 Newsletter |
This quarterly newsletter features retirement-focused ideas and strategies alongside the occasional recipe, riddle, or golf tip. Learn more about this campaign here. |
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Ages 66+ Messages |
Send messages to contacts and provide tips for a healthy and successful retirement life. Learn more about this campaign here. |
We hope this article helps you decide which campaigns work best for you! For more details on how these campaigns work, check out our related help articles: