This guide explains how to set up, manage, and optimize email and text marketing in LeadCenter. By integrating marketing directly into the CRM, advisors can personalize messages, automate campaigns, track engagement, and maintain compliance-all from one platform.

1. Why Use Email and Text Marketing in LeadCenter?

One of the biggest challenges advisors face is managing marketing through multiple systems. Contact information, campaign engagement, and subscription updates often remain disconnected from the CRM.

LeadCenter solves this problem by integrating email and text marketing directly into the platform.

Key advantages include:

• Launching campaigns without external tools
• Personalizing messages using CRM contact fields
• Tracking opens, clicks, and engagement history
• Viewing all communication inside the contact record
• Managing subscriptions automatically
• Measuring campaign performance through reporting

This creates better visibility between marketing, sales, and operations while reducing manual work.

2. Setting Up Email Marketing

Before launching campaigns, advisors must configure email marketing inside LeadCenter.

To configure email marketing:

1. Click your Name in the upper-right corner.
2. Open Settings.
3. Select Shared Email Account.

To begin sending emails, you must:

• Subscribe to the Email Marketing module
• Add a sending domain
• Verify DNS records
• Add a sending email address
• Configure a reply-to email address

The reply-to email is important because clients may respond directly to marketing emails. This ensures replies are delivered to your business email account.

LeadCenter also requires a company mailing address to comply with email marketing regulations.

Once configured, the same email settings can be used across multiple features, including:

Follow-up workflows

Email campaigns

Appointment reminders

Event invitations

3. Creating an Email Campaign

LeadCenter uses a simple three-step process to launch email campaigns.

Step 1: Create an Email Template

Go to the Marketing Dashboard and create an email template.

Templates can include:

• Personalized contact fields
• Company branding
• Email signatures
• Marketing content

To comply with email regulations, every marketing template should include:

• An unsubscribe link
• A postal address

Step 2: Build a Contact Segment

Next, create a contact segment to define who receives the campaign.

For example, advisors can build segments for:

• Existing clients
• Prospects
• Seminar attendees
• Contacts in specific pipeline stages

Segments help ensure the right message reaches the right audience.

Step 3: Schedule the Campaign

After creating the template and contact segment:

1. Open Email Marketing.
2. Create a new campaign.
3. Select a template.
4. Choose the sending email account.
5. Apply a contact segment.
6. Schedule the date and time.

Once published, the campaign will automatically send to eligible contacts.

LeadCenter also filters out invalid email addresses and unsubscribed users automatically.registration access.

4. Event Invitation Emails

LeadCenter also supports email invitations for seminars and events.

Instead of manually sending invitations, advisors can:

• Build reusable invitation templates
• Schedule multiple invitation emails
• Send reminders automatically

The system is smart enough to stop sending invitations once someone registers for an event.

For example, if a prospect registers after the first invitation, they will not receive additional event invites.

5. Managing Contact Subscriptions

LeadCenter automatically manages email subscriptions.

Every marketing email includes an unsubscribe link that allows contacts to update their preferences.

When someone unsubscribes:

• The CRM updates automatically
• The contact stops receiving marketing emails
• Advisors receive a notification

This helps firms remain compliant with email marketing regulations while protecting email deliverability.

6. Email Marketing Reporting

LeadCenter includes built-in reporting tools that help advisors measure campaign performance.

Reports can track:

• Emails sent
• Open rates
• Click rates
• Bounce rates
• Spam reports
• Unsubscribe rates

Advisors can also view campaign performance by:

• Campaign name
• Subject line
• Sender
• Date range

This makes it easier to understand engagement and improve future campaigns..

7. Summary

LeadCenter’s Email and Text Marketing tools provide advisors with a centralized way to communicate with prospects and clients.

From campaign creation and contact segmentation to event invitations and reporting, LeadCenter helps automate communication while keeping all engagement data inside the CRM.

By managing email and text marketing in one place, advisors can improve efficiency, save time, and create more personalized client communication.

Thank you!