FMG Knowledge Base

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FMG Knowledge Base

Email

Email

Contact Management

Manually Adding and Updating Contacts

Importing Contacts as a CSV File

Assigning Contacts to Groups

Finding, Editing, and Deleting Bounced Email Addresses

Duplicate Contacts

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CRM Integrations

Syncing Wealthbox

Syncing Salesforce

Syncing Redtail

Syncing MarketingPro

Syncing Ebix SmartOffice

Supported CRM Integrations

Syncing Microsoft Dynamics CRM

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Custom Email Builder

Creating and Sending a Custom Email

Greeting Email Recipients

Featuring Library Content in Your Custom Emails

Creating and Accessing Custom Prewritten Email Templates

Attaching a PDF to an Email

How to Add a Video to an Email

Editing a Scheduled Email

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Email Template/Design

Updating Your Email Signature

Email | Edit Email Design

How to Add Your CA License Number to Your Email Signature

How to Add a Calendar Meeting Button to Your Email Signature

Miscellaneous

SPF Verification for Email Delivery

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

FMG Sending IP Addresses

Email Deliverability

Understanding Email Statuses in FMG

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