Cassie Dombrock

All the details you need about sending emails from your FMG admin

Email

A list of CRM integrations that we support

Supported CRM Integrations

How to integrate your Ebix contacts with your FMG account

Syncing Ebix SmartOffice

How to integrate your MarketingPro contacts with your admin

Syncing MarketingPro

How to integrate your Redtail contacts with your FMG account

Syncing Redtail

How to integrate your Salesforce contacts with your FMG account

Syncing Salesforce

How to integrate your Wealthbox contacts with your FMG account

Syncing Wealthbox

CRM Integrations

How to add to your contacts by uploading a CSV file

Importing Contacts as a CSV File

How to manually add and edit your contacts

Manually Adding and Updating Contacts

How to segment contacts to send targeted communications

Assigning Contacts to Groups

How to add multiple contacts that have a shared email address

Duplicate Contacts

How to clean up your contact list by updating and removing bounced emails

Finding, Editing, and Deleting Bounced Email Addresses

Contact Management

How to use sectional editing tools to create and send a custom email

Creating and Sending a Custom Email

How to save a frequently used email as a template for future emails

Creating and Accessing Custom Prewritten Email Templates

Attaching a PDF to an Email

How to add a personalized salutation to your bulk emails

Greeting Email Recipients

How to add articles, videos, and more to your custom emails

Featuring Library Content in Your Custom Emails

How to edit a pending or scheduled custom email

Editing a Scheduled Email

How to Add a Video to an Email

Custom Email Builder

Email | Edit Email Design

How to edit the content that appears in the footer of your emails

Updating Your Email Signature

How to Add Your CA License Number to Your Email Signature

Email Template/Design

What Are the "Queued by" Emails That FMG Sends Me?

What IP addresses we use to send emails on your behalf

FMG Sending IP Addresses

How to get your emails delivered, opened, and clicked

Email Deliverability

Custom Domain for Email Delivery

Miscellaneous

Login to your FMG Admin

Email Customer Service

New Releases

Marketing Resources

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

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