FMG Customer Suggestions

As a user, I want to trigger a message on a client's anniversary date each year, so that I can keep in touch at the right moment and review their account or just say hello in a friendly way.

Requesting an automated campaign feature for new contacts so that when someone joins the contact list, they automatically begin the sequence of emails for new contacts.

Please add font options and sizing options for emails.

I'd like to suggest that there is an option to skip/opt out of the Video of the Month chosen without having to toggle on/off the subscription to it. For example, this month's video about the benefits of working with a financial professional doesn't really fit with the idea of sending to my existing clients. I think the option of skipping that rather than having to toggle off and then back on would be easier. Better yet, it would be nice to choose a replacement video to send out instead.

I received an email today notifying me that MY CLIENTS emails are going out which included a list of ALL MY Clients emails on that email!.