The Campaigns Tool provides advisors and home offices with the ability to create and share dynamic, personalized, and targeted email drip campaigns. The Campaigns tool allows you to send a set of marketing emails that will be sent out automatically on a schedule. Perhaps one email will go out as soon you capture a new lead, another will go out 3 days later to inform the lead of the value of working with you, with the next covering a relevant topic. You can create meaningful follow-ups while automating the process.
Depending on the goal of your Campaign you can choose the number of email drips, the interval between emails, how the content will be selected, the schedule (start and end date), and lastly the audience. The Campaigns tool allows you to create new email campaigns, update and adjust existing ones, and have multiple campaigns running in concert.
Examples of when to use the Campaigns Tool:
- Nurturing new leads and email list subscribers
- Promoting an upcoming event, and encouraging signups
- Post-event nurturing attendees with educational content
- Providing educational content to improve investor literacy on a seasonal topic
*The AdvisorStream Campaigns tool is available at an additional cost. To learn more Book a Call