The marketing automation platform allows enterprises to create and deploy content at scale for hundreds or thousands of individual accounts with just a few clicks, in a personalized way.ĭuring this hands-on program, advisers will be guided step-by-step to setup the foundation for their digital marketing efforts, launch their very first campaign using Snappy Kraken’s library of done-for-you campaigns, and sustain their new digital marketing strategy in just one hour per month. The Snappy Kraken platform provides financial advisers with a powerful automated marketing solution built to generate leads, nurture prospects, and engage clients with exclusively licensed marketing content. They’ll be able to make the most of their marketing without anyone asking them to become professional marketers.” It will help advisers create more light bulb moments as they approach marketing their firm. The 90-Day Marketing Accelerator fills in the gaps. But it’s the strategy behind the features that make it all work. “When you use marketing technology, it’s easy to focus on the features. “This is great for advisers or staff who are just starting out, and even for experienced advisers and team members who want to standardize an easy and repeatable marketing strategy,” said Angel Gonzalez, Chief Marketing Officer and co-founder of Snappy Kraken. Snappy Kraken is running this for advisers or whoever is in charge of the firm’s marketing. Please contact Snappy Kraken for further details on how to use their platform after you have imported Redtail contacts.Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, today announced the launch of their new 90-Day Marketing Accelerator – a 12-week, professionally guided program designed to help financial advisers build, launch, and sustain a proven marketing strategy.Įach week, participants will get the guidance they need to add one more building block to their digital marketing foundation. Video not Loading? Unable to view YouTube? CLICK HERE To import all Redtail contacts into your account, you can select the option above to "Import All Redtail Groups". Once the process is complete, all contacts from those Tag Groups will be present in your Snappy Kraken account. You can select multiple Tag Groups to import here by holding down your Ctrl key (Command key on Mac) as you click each desired group. ![]() If you select "Import Redtail Groups" here, you'd see something similar to the below:Īll of your Redtail Tag Groups are in that scrolling frame (in this example beginning with "Newsletter". You can then decide whether you want to import all contacts or specific Tag Groups from Redtail: On the resulting page, click "Manage Groups": ![]() ![]() To import contacts, from within Snappy Kraken hover over "My Content" and then select "My Contacts": After importing those Redtail contacts, you can begin using Snappy Kraken's marketing campaigns to reach them. Those contacts imported from Redtail will have an indicator to show they came from Redtail and the import process will check for duplicates. Once you've activated the integration, you can import all contacts from Redtail into your Snappy Kraken account - or you can select Tag Groups to import. ![]() Once linked, you'll see an onscreen message indicating the linking was successful. On your Account menu in Snappy Kraken, you'll see a "Redtail account" option:Īfter clicking that, you'll be prompted to enter your Redtail credentials:Įnter those and click "Link Account". Upon login to Snappy Kraken, hover over your settings icon and select "Account": Setup is handled within your Snappy Kraken account.
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