AutoMark E-mail Marketing


For only a one time set-up fee $299 and $59.99 monthly you can send up to 1,000 records* a targeted email campaign.

Research shows that electronic mail has become one of the most popular and most used forms of communication. When used properly, it is efficient, non-intrusive, simple to use, time-saving, cost-effective, and responsive.

AutoMark is Emerald's automated email drip marketing tool. In essence, it's an electronic file cabinet that houses marketing communication pieces. AutoMark allows you to send them in either an automated fashion or an individual select and send basis, all of which are personalized to the advisor.

Make email marketing part of your Keep in Touch plan!

AutoMark is designed to compliment your current printed Keep In Touch program! AutoMark deliveries include your photo and personal contact information which will match the masthead for all your printed pieces. When you combine the strength of AutoMark with the power of printed communication, you will have maximized your client retention efforts and unleashed the most effective and successful retention plan on the market!

How it Works:

  • Emerald imports your client list
  • Select the content you want to send your clients from our library
  • Or, add your clients to our Fast Track which will automatically send one piece per month