Essential Video Tutorials

These quick-start tutorials will cover everything you need to get the most from your account. You’ll learn the basics of how to get set up, add your contacts, and send your first email. Then easily tackle more advanced tools like Campaigns, the Tracker, and Opt-in forms. In no time you'll master follow-up and essential business-building tactics.


Step by step

  • Create Your Account

    The first step is to Sign Up Here. Your Basic Plan for WFG Campaigns is Free. With it, you can add up to 2,500 contacts and email them as often as you like. If you have more contacts or need additional features, you can upgrade to one of our larger capacity plans. View our Plans & Pricing.

  • Set Up Your Profile


    Your emails are designed around you, so you really shine! Watch the video to see how to add your .JPG portrait and all your contact information.

  • Contact Manager Basics


    Next, you need to add your contacts. You can add contacts one-at-a-time or all-at-once by importing them from Outlook, Gmail, or a .CSV file. Just watch the video and see how!

  • Create & Send Email


    This is the fun part! Watch the video to see exactly how to use the email templates. This is when you start blowing away your contacts with professional, personalized emails.

  • Maximize the Tracker


    Use the Tracker to evaluate the performance of your message. Did they open your email? Click on a link? Create 'Saved Messages' to save time and use your favorite messages over and over again.

  • Posting Directly to Twitter


    Post approved social media content to Twitter right from your account! It’s a fast and easy way to promote your business on your Twitter feed.

  • Marketing Kit Walk-Through


    Check out all the Marketing Kits now available inside the WFG Campaign Manager! From videos, to social media posts, to messages you can send to your contacts, sharing content has never been easier.

Let us help you get started.

Need assistance or have questions? Give us a call.