Connection Campaign Messages

Connection Campaigns enable wholesalers to communicate with their connections through in-app messages and email.

Note that permissions for this feature are determined by users' home office.

To send a connection campaign message, navigate to the Campaigns feature and select New Campaign.

Next, select your Audience. The audience will always be one of your custom lists of Connections. Learn more about creating connection lists here.

Multiple connection lists can be added to the Audience of a given campaign message.

Next, decide whether you would like to send an accompanying email notification with your campaign message. If you do not send an email notification, recipients will see your message when they log into Gainfully, or through a Gainfully digest email.

If you are not sending an email notification, add a campaign name and begin crafting your message. Note that the campaign name will only be visible to you.

You have the option to personalize your message with the formatting menu, as well as the menu of substitution tags. 

You can also add cards from your member organization, or from your library.

Select Preview to preview your message.

If you are sending an email notification, add an email subject and begin crafting your message. The email subject will be visible to all recipients.

Note that you also have the option to add an email template, if your home office has created and approved templates for your use.

You have the option to personalize your message with the formatting menu, as well as the menu of substitution tags. 

You can also add cards from your member organization, or from your library.

Select Preview to preview your email message, and Test to send a test email message to yourself.