How to Setup Mass Mailing With SendGrid Email

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Mostfinancial advice firms have transitioned the newsletter from the traditionalhard-copy/printed format to digital. A digital newsletter is inexpensive andrelatively simple to pull together. Even if you choose to invest in aprofessional layout template, you get to reuse it multiple times, which canlead to a solid ROI. If you are considering adding a newsletter (or if you haveone and are wondering if you set it up the right way), here are 5 bestpractices that can make it or break a financial advisor newsletter. Choose afrequency and stick to it. You may not think of it this way, but a newslettercan become an important component of building trust with the prospects whodon’t yet know you.

If you promise them a monthly Canada Phone Number List newsletter, besure to deliver a monthly newsletter. Generally, it’s better to pick a lowerfrequency that’s sustainable for you — than to promise a weekly communicationand fail to keep it up. Create a central theme and a structure for yournewsletter. Nothing wrecks your readership-bounce-rate like a mailer that’sdisorganized or hard to follow. You might brainstorm some re-usable topiccategories that would strike a chord with your audience (perhaps highlightingan upcoming decision or action deadline, sharing a budgeting tip, a marketperformance update, a summary and take-aways from a recent book you’ve read, ora “get to know” section to present profiles/updates from team members). Make aclear path for someone to opt-out.

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The numberone sin when executing a digital newsletter campaign is trapping your audiencein a slow and painful “death by email” spiral. Nothing deteriorates your brandfaster than spamming disengaged customers. Give your readers a clear off-ramp.Your newsletter will be better for it. At the very worst, you will know thatyour messaging needs to be refined based on an alarming rate of unsubscribes.Give your images alt tags. Email clients (such as Outlook, Apple Mail, orGmail) can be a tricky beast, and you never know what settings your recipienthas enabled. If you are trying to spotlight a project, or if you have investedtime in creating a beautiful layout, you surely want your recipients to see it!Giving an image an alt tag will allow alternative text to appear if the imagedoesn’t load.