Email Marketing
Heads up!
Your profile must be approved in Marketing Suite before you can begin using the Email Marketing capabilities in the platform.
Featured Resources:
If you operate under a DBA, your DBA disclosure is required in order to use the marketing capabilities in the platform.
Custom Email Quick Reference Card
Interested in creating your own email content? Review this QRC for details on how to get started.
Custom Content Available for
PPG Advisors and above
Email Marketing Best Practices
Want to make sure your emails are making it to your client and prospects inboxes? Review our email marketing best practices quick reference card for more info.
How-To Videos
Reference these quick 1-3 minute videos for instructions on how to use your Marketing Suite dashboard.
Additional Helpful Resources
Salesforce Job Aids
Equitable Advisors Marketing Suite has a robust integration with Salesforce. This integration will allow you to effectively and efficiently use both platforms together to stay in touch with your Clients and Prospects.
