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Set Up Your Account to Send Email

To send up to 500 emails at a time, set up your account to send email from a WFG provided email address, including wfgmail.com, wfgmail.ca, tfaconnect.com, etc. (Securities-registered associates are required to use their tfaconnect.com email.)

You can send up to 25 emails at a time, if you use a personal email address, including gmail.com, yahoo.com, outlook.com, etc.


Watch the Video & Follow the Steps Below


1: Verify your email address

You may have already done this, but 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.)

The image above is for example purposes only.

The image above is for example purposes only.


2: Email address profile set up

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.)

The image above is for example purposes only.


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.

The image above is for example purposes only.

The image above is for example purposes only.


4: Add your password

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.)

The image above is for example purposes only.

The image above is for example purposes only.


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!

The image above is for example purposes only.

The image above is for example purposes only.


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.

The image above is for example purposes only.

The image above is for example purposes only.


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. To send from your appropriate server correctly, it is critical that you send to no more than 25 recipients at a time.

 

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.