Did you know that Forefield Advisor offers over a dozen categories of greeting e-cards, including video cards, that advisors can send to their clients for events that occur throughout the year? We currently offer e-cards for Anniversary, Birthday, Christmas/Hanukkah, Congratulations, Easter, Fourth of July, Halloween, Labor Day, Mother’s Day/Father’s Day, National Estate Planning Awareness Week, New Year’s, Thank You, and Thanksgiving. And next week we’ll be adding three new card categories:
- Appreciation
- Daylight Savings Reminder (March 11)
- St. Patrick’s Day
Each e-card has a customizable title and message field so you can create a personalized greeting for your clients. When you’re ready to send your e-card, you can access your saved contacts and groups, and each selected contact will receive an individual e-card from you via our e-mail servers. As with all our e-mail campaigns, you can choose to track each e-mail to gain insight into readership patterns. You can also identify any intended recipients who did not receive the e-mail due to opt-out or bounce issues.
And we have 17 new e-card categories coming later in 2012, including important dates in the financial planning world, so stay tuned!
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