Connecting Your Email in the Financial Services BrandPack Bundle
Ensure every client message lands where it belongs, reliably and professionally.
Effective client communication matters in financial services. Whether you're sending one-on-one messages or running automated campaigns, staying connected builds trust and makes your life easier. Use this guide to integrate your email seamlessly across all four BrandPacks.
Connect Your Conversational Email (Gmail or Outlook)
- Log in to your Marketing OS.
- Navigate to Settings → My Profile.
- Click to connect your Gmail or Outlook account.
- Grant the requested permissions—this ensures your client messages appear both in your inbox and in the CRM.
- Repeat these steps for any team members who handle client communication.
Set Up Automated Email for Campaigns, Reminders & Funnels
- From the main menu, go to Email Services.
- Choose between:
- Gmail Connection: Easy and free, but limited in daily send volume.
- Lead Connector: Built for higher volumes—includes platform credits, with a small fee per message.
- For Gmail, set up an App Password instead of using your standard password.
- For Lead Connector, using a business domain—or a subdomain like
send.yourdomain.com—improves delivery and brand consistency.
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Secure Your Own Domain (If You Haven’t Yet)
- If you don’t already own a domain, purchase and connect one directly inside the platform.
- This simplifies email setup and enhances professionalism across all four BrandPacks.
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Action Plan
Frequently Asked Questions
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