Client Nurturing: Chart of the Month

Share valuable information in an easy-to-understand format

Our Chart of the Month campaign is designed to deliver fascinating and insightful ideas or concepts directly to your clients' inboxes. Each month, this campaign provides a visually engaging chart, helping clients understand complex information in an easily digestible format. The newsletter is sent out at the end of each month.

How to Activate the Campaign

Follow these steps to activate your Chart of the Month campaign:

1. In your FMG admin, select Automated Marketing on the left side navigation:
   
2. Locate the Chart of the Month campaign in the list of Automated Marketing campaigns.
   
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. 

Chart of the Month Example

Below is an example of what the Chart of the Month campaign will look like:

Campaign Email Notifications

You'll 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.