How to create Automations - Market Review

On this article you will find the steps on how to automate your Market Reviews

Market Review

• Market Week | Market Month | Quarterly Market Review | Annual Market Review
  • Recaps and summaries of market performance in various cadences (weekly, monthly, quarterly, annually)
  • Available in both text and video formats for diverse client preferences

Market Weeks are sent on Mondays, but only if the Set & Forget campaign has already been configured. When the campaign is set up for the first time, the job runs daily at approximately 10:45 a.m. EST and will send the first Market Week based on when the automation is activated. All subsequent sends follow the regular Monday schedule.  

Best Practice: Preview sample formats (text, video) before enabling delivery to match your clients' needs.

1. Click "Edit Settings" or "Customize Delivery"

2. Choose the Media format

• Text-Based
• Video-Based
• Both Text and Video-Based

3. Choose your Delivery Method

• Email
• Social Networks & Web
• Both Email and Social Networks & Web

4. Click "Next" to proceed

Depending on the delivery method selected, set up the Email and Social Settings

Email

5. Choose your preferred greeting, salutation and subject line.
6. Write the message body of the email, note this will be included with every market update
7. Choose your recipients by selecting specific lists, or check "Select All" to send to all imported active contacts.
8. Select the Persona you want to send the email as.

Social & Web

Choose the connected social Pages to share too.

Select the Persona you want to post as. Write the message body of the post, note this will be included with every market update.

Review the total number of contacts enrolled and the delivery method.

To make changes, click the "Edit Settings" button.
10. If no changes are needed, click the "Submit" button to confirm your automation settings.

11. To go back to the previous step, click the "Back" button.

Note: The Quarterly Market Review replaces Market Month at the end of March, June, and September. The Annual Market Review replaces both quarterly and monthly Market Summaries for December.