Automated Marketing Overview

Automated Marketing tools are a key feature of our Premium Marketing products, designed to help you effortlessly communicate and connect with your audience. These automations eliminate the need for individual content scheduling and can be configured to send to specific contact groups, ensuring your messages reach the correct audience.

Automated Marketing

There are five categories for FMG automations:

Celebrations
Market Insights
Client Nurturing
Financial Know-How
Life Stages

🎉 Celebrations

Automation Name	Description
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. Learn more in this article: Celebrations: Happy Birthday Email
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 automated card has an additional cost. Learn more in this article Celebrations: Happy Birthday Greeting Card
Holiday Automations	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 automations to choose from. You can learn more about available Holiday automations in this article: Celebrations: Holiday Automations
Spanish Holiday Automations	Share thoughtful Holiday greetings with your Spanish-speaking clients and prospects for Memorial Day, Independence Day, Thanksgiving, Happy Holidays, or New Year’s Day. ⚠️ Access to Spanish Celebrations is dependent on your FMG subscription and home office approval. Learn more in this article: Celebrations: Spanish Holiday Automations

📊 Market Insights

Automation 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 in this article: Market Insights: Weekly Market Insights
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 in this article: Market Insights: Monthly Market Insights
Monthly Market Insights Newsletter (Spanish)	Send a Spanish version of the Monthly Market Insights to your Spanish-speaking clients. This automation does not include a video. Access to Spanish Automations is dependent on your FMG subscription and home office approval. Learn more in this article: Spanish Monthly Market Insights (MMI)

🌱 Client Nurturing

Automation Name	Description
Seasonal Check-In & Referral Messages	Use this campaign to check in with clients regularly and gently ask for referrals. Learn more in this article: Seasonal Check-In & Referral Message
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 in this article: Social Foundation
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 in this article: Breaking Financial News
Chart Of The Month	Engage your clients with an insightful commentary on a thought-provoking chart. Learn more in this article: Chart Of The Month

📚 Financial Know-How

Automation 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 in this article: Video Of The Month
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 in this article: Social Security Newsletter
Business Owner Messages	Send regular messages to business owners with an emphasis on exit strategies and business health. Learn more in this article: Business Owner Messages
College Planning Newsletter	Help parents, grandparents, and students develop a college finance strategy with a newsletter entitled "College Corner". Learn more in this article: College Planning Newsletter
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 in this article: Cybersecurity & Scam Prevention
Life Insurance Messages	Send regular messages helping contacts understand the value of life insurance. Learn more in this article: Life Insurance Messages
Medicare Newsletter	Send clients enrollment reminders and important info with a newsletter entitled "Medicare Newsletter". Learn more in this article: Medicare Newsletter

👪 Life Stages

Automation 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 in this article: Ages 20-39 Newsletter
Ages 40-54 Newsletter	Coach contacts in the peak of their professional and wealth-building years with a newsletter entitled "Building Wealth." Learn more in this article: Ages 40-54 Newsletter
Ages 55-65 Newsletter	This quarterly newsletter features retirement-focused ideas and strategies alongside the occasional recipe, riddle, or golf tip. Learn more in this article: Ages 55-65 Newsletter
Ages 66+ Messages	Send messages to contacts and provide tips for a healthy and successful retirement life. Learn more in this article: Ages 66+ Messages

❓ Automated Marketing FAQs

Question: Can automated marketing campaigns be edited or customized?
- Answer: No, automations, including the schedules (besides Social Foundations), cannot be edited or changed.
Question: Why did my automated campaign not have the correct link attached to the email? The email is not leading to the correct content, and is showing a "not found" error message.
- Answer: Some Automated Marketing campaigns, like the Monthly Market Insights, require a "live" (or active) website or Marketing Suite landing page in order to be viewed by email recipients.
  - If you have a Marketing Suite only (no website), check out this help article to learn more about activating your landing page: How to Set Your Landing Page Live
  - If you have an inactive website, read this help article to learn more about the Go Live Process.

💡 We hope this article helps you decide which automations work best for you! For more details on how these automations work, check out our related help articles:

Automated Marketing Overview

What are automations, and which ones should I turn on?