Financial Know-How: Business Owner Messages

Connect (and stay connected) with your business owner audience

Our Business Owner Messages campaign provides insightful and relevant content tailored to business owners' needs and interests, helping build and maintain strong client relationships. The newsletter is sent out quarterly around the second week of January, April, July, and October.

How to Activate the Campaign

Follow these steps to activate your Business Owner Messages campaign:

  1. In your FMG admin, select Automated Marketing on the left side navigation:
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  2. Locate the Business Owner Messages campaign in the list of Automated Marketing campaigns.
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  3. Toggle the campaign On, choose your audience, and click Save.

Choosing Your Audience

By default, all your contacts will be included in the campaign's audience, but you can choose to send this to a specific group of contacts or multiple groups. 

Click here to learn more about adjusting your campaign audience. 

Campaign Email Notifications

You will receive an email notification whenever this campaign is triggered. This email will contain a preview of the email that your contacts will receive, allowing you to review the content beforehand. If you don’t like the content in advance, you can turn off the campaign directly in your FMG admin. 

Click here for more information on setting up campaign notifications.

Business Owner Messages Example

Below is an example of what the Business Owner Messages campaign will look like:

Financial Know-How_ Business Owner Messages

💡Want to change your email header graphic and colors to match your brand better? Learn how to update your email design here.