Steps
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Step 1
Log into your Real Wealth® System.
https://realwealth.worbix.com/ -
Step 2
Click on “posts” on the left hand panel then click “email posts.”
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Step 3
Click on the green “add” button. It will open up to a 4 step email builder.
The top line will say “Post: Created on [date]” – this is an internal title only. We highly recommend filling this out, as it will be easier for you to know which email this was in the future. We recommend labeling it “2020 Tax Seminar Invite Email” or something of this nature.
Under post details, make sure to fill in the email subject line. Feel free to click on the smiley face for emojis.
Choose who to send it to. You can add a segment or target individual people to send it to.
Once this is all done, click the blue next arrow at the top.
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Step 4
In step 2, you will need to choose a template. You can choose from a previous post or choose to start fresh with a layout. For compliance reasons, we recommend you choose the “blank email template w/ header” because that is pre-set to include your specific disclosures and headers.
When you find the template you want to use, click the “select” button and it will go to the next time.
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Step 5
In this step, you can design your email. You click on what you want to design on the left, and the editing block will show up on the right.
When you are finished designing your email, click the blue little arrow at the top to move on to the final step.
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Step 6
Here, you have a few options. You can either save it as a draft if you aren’t finished with it, send it immediately, or schedule it out. If you need to get compliance approval, hit the “compliance review” button in the top right corner. From there, you can either send directly to an email or download the pieces. Save it as a draft until you get compliance approval, then go back into this email and schedule once you have approval.