Automated Campaigns

How to activate and manage your email and social campaigns

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16 articles in this collection
Written by FMG Suite, Bailey Sanz, Iris Wu and 1 other

Happy Birthday Greeting Card Campaign

How to send out printed birthday cards to your contacts

Written by Cassie Dombrock
Updated over a week ago

Weekly Market Report Chart

What's up with the chart in the Weekly Market Report?

Written by Bailey Sanz
Updated over a week ago

Selecting an Audience for Automated Campaigns

How to update your campaign audience

Written by FMG Suite
Updated over a week ago

Activating Your Automated Campaigns

How to turn on your social and email campaigns to effortlessly keep in touch with your contacts

Written by FMG Suite
Updated over a week ago

When Do My Campaigns Go Out?

Written by FMG Suite
Updated this week

Automated Campaign Performance

How to track the performance of your email campaigns

Written by FMG Suite
Updated over a week ago

cMAX Tracking Numbers for Campaign Emails

How to find Compliance MAX tracking numbers for your campaign emails

Written by FMG Suite
Updated over a week ago

Why Doesn't Monthly Market Insights Go Out on the First of the Month?

Written by Iris Wu
Updated over a week ago

Campaigns

Holiday Greetings Automated Campaign

A look at some of our past holiday campaigns

Written by FMG Suite
Updated over a week ago

Video of the Month

How to effortlessly keep in touch and share award-winning content with your clients

Written by FMG Suite
Updated over a week ago

Social Foundations

How to effortlessly beef up your social media presence

Written by FMG Suite
Updated over a week ago

Monthly Market Insights

How to establish your firm as a resource for up-to-date market commentary and guidance

Written by FMG Suite
Updated over a week ago

Happy Birthday Campaign

How to trigger automatic, personalized birthday messages to your contacts

Written by FMG Suite
Updated over a week ago

Holidays Campaign

How to keep in touch with your contacts during the holidays

Written by FMG Suite
Updated over a week ago

Referral Campaign

How our Referral Sequence Campaign harnesses your contact list to get you more solid leads

Written by FMG Suite
Updated over a week ago

Pre-Retiree Primer

How to help your clients prepare for retirement and position your firm as a resource to guide them on their way

Written by FMG Suite
Updated over a week ago