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FMG Knowledge Base
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Email

Using Pre-Written Emails With Replaceable Tokens

Contact Management

Ensuring the Quality of Your Contact Lists
Manually Adding and Updating Contacts
Importing Contacts via CSV File
Assigning Contacts to Groups
Finding, Editing, and Deleting Bounced Email Addresses
Duplicate Contacts

CRM Integrations

Supported CRM Integrations
Syncing Redtail
Syncing Salesforce
Syncing Wealthbox
Syncing Ebix SmartOffice
Syncing MarketingPro
Syncing Microsoft Dynamics CRM

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
Overwatch Coach For Email
Muse for Email: Your AI-Driven Content Creation Tool
How To Add Email-Specific Disclosures

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
How to Delete Scheduled Content
Troubleshooting Common Email Provider Issues

fmgsuite.com Knowledge Base

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