Note that your enterprise may not have the feature enabled if you don't see the Mass Launch option on your platform.
How to Enable Mass Launch Types
- Go to Campaigns → and then Account Settings in your account. [Platform Link: https://snappykraken.app/]
- Next go to Settings → Mass Launch
- Click "Enable" next to the strategies you want. These will be updated regularly by your administrator.
- A contact group is automatically created for each enabled strategy. Add contacts to the groups that fit the goal.
What happens now?
When campaigns are added to Mass Launch Types and scheduled by your Platform Administrator, they will be automatically scheduled to go out to this contact group.
- Once a Mass Launch is scheduled, advisors will be notified via email. You can make edits to further customize the campaign template and/or update its scheduled launch date.
- Depending on your broker-dealer's requirements, the campaign will be auto-submitted to compliance or only submitted if changes were made.
The campaign will be sent to the contact group associated with that Mass Launch Type on the scheduled launch date.