Send quarterly prospecting messages about the importance of life insurance
Our Life Insurance Messages campaign is designed to provide valuable insights and information to help recipients understand the benefits and necessity of life insurance, encouraging them to take action. The newsletter is sent out quarterly on the first or second week of February, May, August, and November.
How to Activate the Campaign
Follow these steps to activate your Life Insurance Messages campaign:
- In your FMG admin, select Automated Marketing on the left side navigation:
- Locate the Life Insurance Messages campaign in the list of Automated Marketing campaigns.
- 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.
Life Insurance Messages Example
Below is an example of what the Life Insurance Messages will look like:
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.
Want to change your email header graphic and colors to match your brand better? Learn how to update your email design here.