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FFG FMG Email Guide

Prerequisites: Ensure you have access to the FFG FMG Suite via shared LastPass credentials.

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  1. Navigate to Email Section:

Once logged in, go to the FMG Suite Email Library. In the Library, locate and click on the "Email" section.

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2. Access Email Library:

Within the Email section, choose "Send Email." In the upper right corner of the screen, select "Browse Email Library."

3. Select the latest Weekly Market Insights:

In the Email Library, locate the "Weekly Market Insights" template. Click on "Edit Email" to customize the content.

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4. Edit Email Content:

Delete the placeholder "Hi First Name" or any other unnecessary content. Click on "Add Section" and choose the "Image" option. Upload their signature template using the provided placeholder.

5. Assign Email Profiles:

Select the profile of each email representative provided in Trello. Ensure that the correct profiles are chosen for each representative.

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6. Schedule Email: Click on "Schedule Email." Choose the "Send to Group" option.

7. Select the appropriate email list for each representative:

BH Email List (Belinda Hoover)

MC Email List (Mandy Cannon)

KP Email List (Ken Perrin, the owner) - since he is the owner, you will also select the Missing Emails and No Rep Email List

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8. Set Schedule Details:

Schedule the email to be sent on a future date (every Tuesday). Set the time to 7:30 AM

9. Repeat for Other Profiles: Repeat the entire process for the other two profiles (Mandy Cannon and Ken Perrin). Adjust the email lists and schedules accordingly

10. Review and Confirm: Double-check all the details before confirming the scheduling. Ensure that each representative has the correct email content and schedule.

Steps in Downloading Social content as PDF

This step will be done when there is a content above or before the market insights article that haven't sent over to FFG.

11. Email Library: Check through the email library just before and above the market insights article if there is an article that haven't sent over or used by the client and select it to preview.

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12. Download as PDF: While previewing the article, locate and click on the option to download it as a PDF. This option is typically found at the top of the article interface.

13. Compose an Email: Once downloaded, create an email and address it to Jaclyn. Make sure that the downloaded file was attached and use the template below;

​

Hi FFG team, here is your marketing check in.

​

  • Your weekly email will be sent from the FMG suite tomorrow, same as usual 

  • There is one new marketing email and it is attached for your review. Let me if you want it turned into a one-off email.

  • Please send over any new leads you have for FMG and the Welcome Email

14. Review and send: Review the email to ensure all necessary information is included and accurately presented then send.

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