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Adding an approved message to a campaign

  1. Login
  2. Click “Campaigns”
  3. Click Build a “New Campaign”
  4. Enter campaign name and description click “save/add actions”
  5. Now leave campaigns and select "Message Library" and locate the approved message
  6. Locate the message you want to add to the campaign using search messages
  7. Select "View" message on search results to open and preview selected message
  8. Scroll all the way to bottom of page below quick view panel  and click check box and click “Add Message to Campaign”
  9. In pop up window use pull down menu to locate the campaign you wish to add this message to by name, select and click “go”
  10. In message builder “confirm changes” even though there were no changes (this will take you back to the message in the library but we must go back to the campaign now and set the schedule of that message.
  11. If there are changes that need to be made to an approved document wither formatting or text deleting or addition or if you are writing a message yourself you must follow the next series of steps. If no changes are being made at all skip to step 32.
  12. Close the message builder and scroll to the bottom of the message page again this time agree to terms by checking the box again and click Send Message to Contacts.
  13. This will open the message builder again. This time Click the edit button
  14. Do not waste your time with subject, send on date, or email template selection or attachments. Just make the text and formatting edits using our merge terms located in the -insert Merge Field- drop down.  Once edited and in the format you desire highlight all of the text in the text box and copy (by right clicking or hitting Ctrl-C
  15. Now open Microsoft Word and start a new document.
  16. Paste the properly formatted and changed content into a word document and save the file to your desk top.
  17. Now go back to ML and click “Submit a Message for compliance review” on the left hand side of the page
  18. Select message type in ML pros case it will likely be Letter/Email
  19. Now give the message a title ** Important this title needs to be what your clients will see in the Subject line of the email
  20. Then click add file
  21. Locate the properly formatted document and click “locate and Upload”
  22. IF a message you have created has been FINRA Reviewed add the Date and Reference # provided by FINRA if not click “Close”
  23. Now answer the questions your BD has selected as it pertains to this message and click Submit.
  24. You must now wait for your BD to approve this new message. You will be notified via email when approved.
  25. Once approved Log back into ML
  26. Click History on left hand side
  27. Click Submitted messages from drop down
  28. Locate the file you submitted for approval and click Message title to open the approved message
  29. Scroll all the way to bottom of page below quick view panel  and click check box and click “Add Message to Campaign”
  30. In a pop up window use pull down menu to locate the campaign you wish to add this message to by name, select and click “go”
  31. In message builder “confirm changes” even though there were no changes (this will take you back to the message in the library but we must go back to the campaign now and set the schedule of that message.
  32. Click “Campaigns”
  33. Under My Campaigns locate the campaign you added the message to and click “Edit Campaign”
  34. Now click the Tab titled ”Actions”
  35. Locate the action/message by title below and click “edit”
  36. In the bottom half of this editor you will see a schedule maker. Select wither this is a one time or reoccurring message and fill out the specified delivery date or trigger that will send this message out.
  37. Once all is entered Click “Save”
  38. Repeat the same steps for any other messages add to this campaign.
  39. Click on recipients tab
  40. Highlight individuals or select “groups” to add a pre created distribution list to this campaign. Once group or name is highlighted click “add” this will add the contact which will appear below
  41. To activate your campaign click “Green activate button on the right. 
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