How–To’s

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.

  Sign up

• 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!