Financial Know-How: College Planning Newsletter

Help parents and grandparents of college-bound kids plan for future higher education expenses

Our College Planning Newsletter campaign provides valuable insights and tips to help families plan and save for college costs effectively. The newsletter is sent out quarterly during the first week of February, May, August, and November.

How to Activate the Campaign

Follow these steps to activate your College Planning Newsletter campaign:

  1. In your FMG admin, select Automated Marketing on the left side navigation:
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  2. Locate the College Planning Newsletter 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'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.

College Planning Newsletter Example

Below is an example of what the College Planning Newsletter will look like:

Financial Know-How_ College Planning Newsletter

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