Required Before Sending Email
Securities-registered associates are REQUIRED to set up their WFG Campaign Manager
account to send email from their appropriate email server.
IF YOU'RE A NON-SECURITIES-REGISTERED ASSOCIATE:
If you are NOT Securities-Licensed, you are not required to set up Email Delivery Boost, but you have the option to. Check out this video that explains the advantages of setting it up! You also are not required to use a specific email address or service. (Note: There may be letters, terms, or phrases that are not acceptable to use as part of your email address. Any questions about the acceptability and approval of your email address should be directed to WFG.)
IF YOU'RE A SECURITIES-REGISTERED ASSOCIATE:
Sending email from the Campaign Manager is limited to sending to 500 recipients at a time. You are REQUIRED by Compliance to set up your Campaign Manager account to send email from your provided tfaconnect.com email address/server. (Questions regarding your email account should be directed to WFG.)
Follow the steps below to add your appropriate and/or required email account settings to your WFG Campaign Manager account. If you're unable to add your settings successfully, contact the Outstand Support Team, who will be happy to help: 800-865-7496 - or - email them.
1: Verify your email address
After creating your Campaign Manager account, you'll receive an email in your main email program requesting that you click a verification link. Click the 'Verify Your Email Address' link.
(Didn't receive a verification email in your main email program? Check your junk or spam folder. You can resend yourself the verification email by clicking 'Your Account' in the upper right corner, then 'Manage Profiles,' then the "resend verification link" area under the "Contact Info" tab for your profile.)
2: Add profile email address
Click 'Your Account' in the top right corner, then click 'Manage Profiles.'
Then click the 'Contact Info' tab of your selected profile. If it has not already been added automatically, add your email address to the email address field.
(This is the email address your recipients will see in the 'From' field of your Campaign Manager emails and the email address they'll reply to.)
3: Turn on "Email Delivery Boost"
Under the 'Contact Info' tab for your profile, click the 'Turn on Email Delivery Boost' button directly under your email address field.
4: Add your password
Click "Authorize Your Account", then enter the password you use to access your appropriate email account.
(If you don't remember your password, contact your email provider tech support to get it or reset it. Then, try adding it again.)
5: Confirm your email settings
Check your email again. In the email we just sent you, click the 'Confirm Your Email Settings' link. This proves that your settings are correct and that you are ready to send Campaign Manager email from your appropriate email server!
6: Refresh to finish
Go back to your Campaign Manager account and refresh the browser window. The purple message instructing you to click the confirmation email will change to the green 'Email Delivery Boost is Turned On' message.
You're all set!
When you see the message, 'Email Delivery Boost is Turned On,' you're ready to start firing off emails from your Campaign Manager account! Your emails will actually be sent from your appropriate server, fulfilling your compliance requirements.