Email Marketing Calendar

Email Marketing Calendar. In this guide, we’ll cover the key components of an email calendar, how to set it up effectively, and some essential tools to help you out, from creation to scheduling. Email is the most natural fit with the traditional financial advisor marketing model built around referrals.

To create an email campaign in your marketing calendar, click on a current or future date/time and then click on new email campaign. They may include information like email subject lines, links to templates, and audience segments.