Customer suggestions

When searching for a contact, if you click on their name and want to go back to the search you have to begin all over again. It would be nice to have a back button to return to the search results where you left off rather than beginning again.

We'd like to have the ability to sync our Wealthbox clients PLUS upload a separate list of prospect clients that will NOT go into Wealthbox - for emailing purposes. We love the emailing capabilities (building emails and then scheduling them/adding to the marketing calendar), but we have a prospective list of very basic info (just names and emails) we need to email as well. Currently we're having to rely on separate programs (such as Constant Contact) to email these lists.

Would be AWESOME if the "Contact Type" field in Wealthbox was synced to FMG to distinguish between where a Contact is in the relationship with the firm. This would replace the need to use separate Tags from Wealthbox to group contacts and would add another layer of filtering/grouping: 'Lead' = someone we are trying to have an initial meeting with 'Prospect' = someone we have had an initial meeting with, but they are not an active client 'Client' = active client

Option or feature to back-log activity notes to Redtail or back-log any missed activities (before ticking the box "Sync FMG Activity") from FMG to Redtail

aggregating contact form submissions into a single daily email as to not fill up inbox

We're considering a feature called Salesforce Lead Sync, which would enable users to seamlessly integrate Salesforce Leads into FMG. This enhancement could automatically pull leads and campaigns into FMG, ensuring a smooth and efficient lead management process. Use Case: Imagine wanting to market to your Salesforce Leads using FMG without the hassle of manual data transfers. With automatic data sync, you could easily engage your leads with targeted marketing campaigns directly from FMG, ensuring timely and effective communication.

Advisors seeking to sharpen their marketing efforts might find value in Dynamic Contact Groups. This feature could automatically update your contact groups as client details change, ensuring your targeting in Automations remains precise and effortless. Without the need for manual adjustments, your campaigns could consistently connect with the right audience at the perfect time. Use Case: Consider launching a financial newsletter aimed at clients nearing retirement. With Dynamic Contact Groups, clients who meet the age criteria could be seamlessly added to your target group, ensuring that your tailored content reaches the right audience without additional effort. This feature could empower advisors to deliver more relevant and impactful communications.

Enterprises seeking to enhance their marketing personalization might benefit from a feature like Custom Contact Fields. This tool could allow you to add unique details to contact records, enabling you to craft more personalized and impactful marketing campaigns. By uploading CSV files or integrating data directly, your marketing materials could become more tailored and effective. Use Case: Imagine launching a campaign that directly addresses each client's unique needs. With Custom Contact Fields, you could upload a CSV containing personalized details, transforming your communications into bespoke experiences. Each recipient would receive information specifically tailored to their interests, making your outreach more relevant and engaging.

For enterprises looking to streamline their contact management, consider the potential of an FMG Connect API. This feature could enable effortless updates to contact information, ensuring your database remains accurate and complete. By integrating this API, you could enhance your platform with real-time updates and enriched contact data, minimizing manual entry and errors. Use Case: Picture this: Your marketing platform needs to keep client segments in sync with your CRM and other business systems. With the proposed contacts API, you could automatically synchronize segmentation data, ensuring any changes in your CRM are instantly reflected in your marketing platform. This would simplify data management and enhance operational efficiency.