EQUIS MARKETING VIDEOS

  • Equis Marketing: Create Your Account

    EQUIS MARKETING

    The first step is to Sign Up using the Equis Marketing link on your Agent Dashboard. 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 here: https://equisfinancialmarketing.com/pricing

  • Equis Marketing: Set Up Your Profile

    EQUIS MARKETING

    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.

  • Equis Marketing: Activate Your Webpages

    EQUIS MARKETING

    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.

  • Equis Marketing: Add Your Contacts

    EQUIS MARKETING

    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!

  • Equis Marketing: Send Your First Email

    EQUIS MARKETING

    Send Your First Email This is the fun part! Watch the video to see exactly how to use the email templates.

  • Equis Marketing: Tracking & Saving Messages

    EQUIS MARKETING

    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.

  • Equis Marketing: Opt-In Forms & Autoresponders

    EQUIS MARKETING

    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.

  • Equis Marketing: Automated Marketing Campaigns

    EQUIS MARKETING

    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!

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