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Email

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

FMG avatarCassie Dombrock avatar
By FMG and 1 other2 authors25 articles

CRM Integrations


Supported CRM Integrations
Syncing Ebix SmartOffice
Syncing MarketingPro
Syncing Redtail
Syncing Salesforce
Syncing Wealthbox

Contact Management


Importing Contacts as a CSV File
Manually Adding and Updating Contacts
Assigning Contacts to Groups
Duplicate Contacts
Finding, Editing, and Deleting Bounced Email Addresses

Custom Email Builder


Creating and Sending a Custom Email
Creating and Accessing Custom Prewritten Email Templates
Attaching a PDF to an Email
Greeting Email Recipients
Featuring Library Content in Your Custom Emails
Editing a Scheduled Email
How to Add a Video to an Email

Email Template/Design


Email | Edit Email Design
Updating Your Email Signature
How to Add Your CA License Number to Your Email Signature

Miscellaneous


What Are the "Queued by" Emails That FMG Sends Me?
FMG Sending IP Addresses
Email Deliverability
Custom Domain for Email Delivery
FMG Knowledge Base
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  • Email Customer Service
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