Essential Video Tutorials

These quick-start tutorials will cover everything you need to get the most from your account. You’ll learn the basics of how to get set up, add your contacts, and send your first email. Then easily tackle more advanced tools like Campaigns, the Tracker, and Opt-in forms. In no time you'll master follow-up and essential business-building tactics.

Step by step

  • Create Your Account


    The first step is to Sign Up Here. Your Basic Plan for Equis Financial Marketing is $55. With it, you can add up to 2,500 contacts and email them as often as you like. If you have more contacts or need additional features, you can upgrade to one of our larger capacity plans. View our Plans & Pricing.

  • Set Up Your Profile


    Your emails are designed around you, so you really shine! Watch the video to see how to add your .JPG portrait and all your contact information.

  • Activate Your Webpages


    With your profile complete, it's time to launch your webpages. Here's the walkthrough to set them up, get them to compliance, and get them live quickly.

  • Add Your Contacts


    Next, you need to add your contacts. You can add contacts one-at-a-time or all-at-once by importing them from Outlook, Gmail, or a .CSV file. Just watch the video and see how!

  • Send Your First Email


    This is the fun part! Watch the video to see exactly how to use the email templates. This is when you start blowing away your contacts with professional, personalized emails.

  • Tracker & Saving Messages


    Use the Tracker to evaluate the performance of your message. Did they open your email? Click on a link? Create 'Saved Messages' to save time and use your favorite messages over and over again.

  • Opt-in Forms & Autoresponders


    Create an opt-in form in seconds, and have a pre-created email sent immediately upon verification. It's fast, it's easy, and it's a great way to grow your contact list.

  • Automated Campaigns


    Ever wished you could queue up 3 or 5 messages to send to the same contact or group of contacts? Automated Campaigns allow you to do just that. Add the messages. Set the intervals. Pick your contacts. Click 'Start Campaign'. It really is that easy!

Let us help you get started.

Need assistance or have questions?