Email Tool - Getting Started
Fast Track Your Email Success!
We've compiled the best how-to resources, tutorials, webinars, and articles so you can learn how to use your FMG email tools and get the most out of your marketing.
How-To Articles
Emails in Content Library
Custom Emails
- Creating and Sending a Custom Email
- Attaching a PDF to an Email
- How to Add a Video to an Email
- Greeting Email Recipients
Email Campaigns
- Activating Marketing Automations
- Selecting an Audience for Marketing Automations
- Available Marketing Automations*
- Automated Campaign Performance
- About Email Sequences and How to Use Them
*Your firm may also offer automations not mentioned here.
Email Schedule and Management
- Editing a Scheduled Email
- Reviewing Sent and Scheduled Emails
- Reviewing the Calendar for Email Campaigns
Workshops & Training
Webinars About Email Marketing
Quick Video Tutorials
For a quick overview of how to use emails in FMG, watch these short videos first:Marketing Resources
- Email Marketing Checklist
- Email Marketing Best Practices
- Personalizing Email
- Timing Email Sends
- Email Subject Lines
- Email Segmentation
Need help?
Email service@fmgsuite.com, call 858-251-2420 (option 1), or ask our Sidekick virtual support within the FMG platform, available 24/7 at the bottom right of your account.