Financial Know-How: Social Security Newsletter

Keep your audience informed on the latest Social Security news and trends

Our Social Security Newsletter campaign ensures recipients stay informed about important Social Security topics directly in their inboxes, enhancing their understanding and helping them make informed decisions. The newsletter is sent out quarterly at the end of January, April, July, and October.

How to Activate the Campaign

Follow these steps to activate your Social Security Newsletter campaign:

  1. In your FMG admin, select Automated Marketing on the left side navigation:
    Screenshot 2024-06-27 094601
  2. Locate the Social Security Newsletter campaign in the list of Automated Marketing campaigns.
    Screenshot 2024-07-18 114550
  3. Toggle the campaign On, choose your audience, and click Save:
    ss (1)

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. 

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.

Social Security Newsletter Example

Below is an example of what the Social Security Newsletter will look like:

Financial Know-How_ Social Security Newsletter1

💡Want to change your email header graphic and colors to match your brand better? Learn how to update your email design here.