Email Tool - Getting Started

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

• Sharing Library Content by Email
• How to Feature Library Content in Custom Emails

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

• Getting Your Segmentation and Messaging Right
• FMG Marketing YouTube Channel

Quick Video Tutorials 

For a quick overview of how to use emails in FMG, watch these short videos first: 

• 📹 Email Tool Demo

• 📹 Using Muse AI for Email Content Generation

• 📹 Video Library

Marketing Resources

• Email Marketing Checklist 
• Email Marketing Best Practices
• Personalizing Email
• Timing Email Sends
• Email Subject Lines
• Email Segmentation