The first step of the Nurture Cycle process is to activate the Nurture Cycle and configure the settings to meet your needs. To activate Nurture Cycle, go to Settings > Nurture Cycle > Activate. The Nurture Cycle provides you the flexibility to choose the:
- Type of content to send to your contacts
- Which contacts to nurture
- Whether to automatically opt-in contacts to receive Nurture Cycle content
- Call to action included at the bottom of all Nurture Cycle emails
- Point when Nurture Cycle de-activates (or turns off) for a contact (e.g., when a contact completes an assessment).
To learn how to configure your Nurture Cycle, go to Settings > Nurture Cycle > Settings.
Once you have activated and configured your Nurture Cycle, the second step of the process is to enroll your contacts in Nurture Cycle (unless you have chosen to activate all contacts automatically upon adding from an import list). Contacts can be activated and deactivated in the Nurture Cycle either individually or in bulk. To learn how to activate your contacts in Nurture Cycle, go to Settings > Nurture Cycle > Subscription Management.
In the third step of the Nurture Cycle process, you will receive preview emails as new Nurture Cycle content becomes available. When new content is available to nurture your contacts, you will receive a preview of the email that your contacts will see three days before your contacts are scheduled to receive it. This gives you the opportunity to turn off Nurture Cycle if for any reason you do not want to have the email sent to your contacts. To turn off Nurture Cycle, go to Settings > Nurture Cycle > Settings and click De-Activate Nurture Cycle. You can always re-activate the Nurture Cycle again in the future.
In the fourth step of the Nurture Cycle process, those contacts that you have enrolled in the Nurture Cycle will receive a Nurture Cycle email.
We have made every attempt to meet anti-spam regulations in designing the Nurture Cycle. Your contacts will have the ability to unsubscribe from your Nurture Cycle, via an unsubscribe link in the Nurture Cycle emails. We will monitor unsubscribe activity and turn off the Nurture Cycle for advisors that have an unusually high volume of unsubscribed contacts. Please ensure that you follow anti-spam regulations and guidelines when choosing who to include in your nurture campaign.