How to Create a Firm Campaign and Distribute to your Advisors

As a Home Office user, you can create a drip campaign and make it available for specific advisors or advisor groups within your enterprise.

Follow the steps below:

Create or Edit a Campaign

1. Navigate to Campaigns.

2. Click New Campaign to create a new campaign or select an existing campaign and click Edit.

3. If creating a new campaign

Choose Create Custom Campaign, or

Select a Pre-Built Campaign.

4. Complete the required campaign details or update the existing campaign criteria as needed.

Share the Campaign with Advisors

5. On the Share With step

Select the groups of advisors and/or specific advisors you want to make this campaign available to.

6. Click Save.

Once saved, the campaign will be available for selected advisors to choose from when they create a new campaign.

Editing a Shared Campaign

To update a campaign that has been made available to advisors:

1. Navigate to Campaigns.

2. Click Edit on the campaign.

3. Make the necessary changes.

4. Click Save.

Important:

Updates will apply to the version available for advisors to select going forward.

If an advisor has already selected the campaign and enrolled recipients, your changes will not override the advisor’s active campaign or enrolled recipients.

Removing Access to a Campaign

If you no longer want a campaign to be available to certain advisors or groups:

1. Navigate to Campaign

2. Click Edit on the campaign.

3. Go to the Share With step.

4. Remove (click the X) next to the advisor(s) or group(s).

5. Click Save.

Note: This will prevent those advisors from selecting the campaign in the future.

It will not remove or stop campaigns that advisors have already selected and enrolled recipients in.

Compliance

This feature does not change compliance settings. All drip campaigns will continue to follow the existing compliance workflow as configured by the Home Office.