Sending content via email.
Once you have located a message you would like to send to a contact or contacts:
- Scroll all the way to the bottom of the web page (not the Preview Screen).
- Agree to the terms and conditions of the message.
- Select "Send to Contacts as Email"
- The message will open up in your default email template. You can add your contacts and click send. This will go out to your contact immediately if your Broker/Dealer (B/D) has no other restrictions in place.
NOTE: Certain key words and/or clicking edit may delay the sending of your message, placing it in quarantine until your B/D's final approval or re-review of the message. If your message is in Quarantined Messages, contact your B/D’s compliance department to expedite.
NOTE: This is ideal for sending a one-time, non-recurring message. For information on creating recurring messages, drip campaigns and other automated messages, please consult the pages related to our Campaigns feature.