📤 How to Bulk Import Contacts into the Wealthy Adviser Club
Upload Multiple Contacts at Once Using a CSV File This tutorial will guide you through the process of bulk importing contacts into your Wealthy Adviser Club account. Bulk importing allows you to quickly upload a large number of clients from your CRM, spreadsheets, or existing contact lists — saving you hours of manual entry time. 🔐 Step 1 – Log In to Your Account Go to app.wealthyadvisorsclub.com and log in with your member credentials. If you haven’t signed up yet, check the signup link in the description to create your account before continuing. 🧾 Step 2 – Prepare Your Contact File Before uploading, make sure you have a properly formatted CSV file ready. Your CSV file should include: 💡 Tip: Keep your file clean and remove any blank rows or invalid emails to avoid errors during import. File requirements: 📇 Step 3 – Navigate to the Contact Section Once you’re logged in:1️⃣ Click Contacts in the sidebar menu.2️⃣ This will open your contact management dashboard, where you can view, edit, or import new records. 📥 Step 4 – Start the Import Process 1️⃣ Click the Import Contacts button at the top of the page.2️⃣ Select Contacts to confirm that you want to upload new client records.3️⃣ Click Next to proceed. 📂 Step 5 – Upload Your CSV File You’ll now see an upload window. 💡 Note: You can upload files up to 30 MB, which can contain thousands of contacts. ✅ Step 6 – Confirm the Import 1️⃣ Check the confirmation checkbox to verify that the import details are correct.2️⃣ Click Next again to move forward.3️⃣ Finally, click Start Bulk Import to begin importing your contacts. The system will now start processing your file and automatically map your fields (e.g., first name, last name, email) to the correct columns in the Wealthy Adviser Club database. 📊 Step 7 – Track Your Import Progress To monitor the progress:1️⃣ Click the Bulk Actions button.2️⃣ Select Show Stats to view your import progress and results. You’ll see: 🎉 Step 8 – Confirm Your Contacts Were Imported Once complete, return to your Contacts list and check for the newly added records. ✅ If you see them listed with the correct details, your bulk import was successful! 🚀 Next Step Now that your contacts are uploaded, you can start:👉 Segmenting your audience using tags or groups, or👉 Sending your first email campaign using the built-in email marketing tools. Continue with the next tutorial:➡️ How to Create and Send an Email Campaign in the Wealthy Adviser Club 🦁 Why Bulk Importing Saves Time ✅ Instantly upload hundreds (or thousands) of client records✅ Reduce manual data entry errors✅ Keep your contact list organised and ready for campaigns This is ideal for advisers migrating from another CRM or starting their first Wealthy Adviser Club campaign. Join Wealthy Advisers Club Today : Click Here To Join
How to Access the Email Marketing Settings in the Wealthy Adviser Club
Locate and Configure Your Email Marketing Tools with Ease This tutorial will guide you through how to access your Email Marketing Settings inside your Wealthy Adviser Club account. These settings allow you to connect your domain, manage your email sender information, and control how your campaigns are sent — all from one secure place. 🔐 Step 1 – Log In to Your Account Go to app.wealthyadvisorsclub.com and log in using your member credentials. If you haven’t signed up yet, check the signup link in the description to create your account before proceeding. 🧭 Step 2 – Open Your Settings Menu Once logged in:1️⃣ Look at the left-hand sidebar on your dashboard.2️⃣ Scroll to the bottom of the sidebar and click Settings. This section contains all of your key configuration options, including user preferences, integrations, and email settings. 📧 Step 3 – Access the Email Services From the Settings menu:1️⃣ Click Email Services.2️⃣ This will open the Email Marketing Settings page. Here, you can: 🌐 Step 4 – Open Dedicated Domain and IP Settings Once you’re inside Email Services:1️⃣ Click Dedicated Domain and IP.2️⃣ This is where you’ll configure your email sending domain, allowing you to send messages securely using your own business email (e.g. info@yourcompany.com). 🎉 Step 5 – You’ve Accessed the Email Marketing Settings ✅ That’s it! You’ve successfully navigated to your Email Marketing Settings inside the Wealthy Adviser Club. From here, you can continue setting up your email system to start sending professional, branded messages directly from your domain. 🚀 What’s Next? Now that you’ve accessed the Email Marketing Settings, it’s time to: 👉 Connect your domain for email services. This ensures your emails are sent securely, avoid spam filters, and display your company name professionally. Continue with the next tutorial:➡️ How to Connect Your Domain for Email Services (Step-by-Step Guide) 🦁 Why This Step Matters Accessing your Email Marketing Settings is the foundation for:✅ Configuring your domain and sender identity✅ Improving email deliverability✅ Keeping your client communications secure and on-brand This quick setup step ensures everything else — from templates to campaigns — runs smoothly. Join Wealthy Advisers Club Today : Click Here To Join
👥 How to Add a New Contact in the Wealthy Adviser Club
Quickly Create and Manage Contacts in Your Account This tutorial will guide you through the simple process of adding new contacts manually inside your Wealthy Adviser Club account. Adding contacts is the first step to building your email list and sending personalised campaigns to your clients. 🔐 Step 1 – Log In to Your Account Visit app.wealthyadvisorsclub.com and log in with your member credentials. If you’re not a member yet, click the sign-up link in the description to create your account before continuing. 📇 Step 2 – Go to the Contacts Section Once you’re logged in:1️⃣ Click the Contacts tab in the left-hand sidebar.2️⃣ This will open your Contact Management Area, where you can: ➕ Step 3 – Add a New Contact Click the Add Contact button in the top-right corner of your Contacts page. This will open a simple contact form. ✍️ Step 4 – Enter Contact Details Fill in the fields with your client’s basic information: 💡 Tip: Make sure the email address is correct — invalid or mistyped emails will bounce and affect your email delivery score. 💾 Step 5 – Save the Contact Once you’ve entered the contact information:1️⃣ Click the Save button.2️⃣ You’ll see a confirmation message that your contact has been added successfully. The new contact will now appear in your main contact list. 🎉 Step 6 – Success! You’ve successfully added a new contact by entering their first name, last name, and email address, and saving the record. From here, you can:✅ Edit or update the contact’s information anytime✅ Assign them to tags or groups (e.g., “Mortgage Clients” or “Protection Leads”)✅ Add notes or track interactions 🚀 Next Step Now that you’ve added a single contact, the next tutorial will show you how to bulk import multiple contacts from a list or CRM export. 👉 Follow along: How to Bulk Import Contacts into the Wealthy Adviser Club Email Marketing System 🦁 Why Adding Contacts Manually Can Help ✅ Great for quick updates or adding one-off leads✅ Ensures no client is missed from your database✅ Keeps your email list fresh and up to date Even though bulk uploads save time, manual contact creation is perfect when you only need to add a few clients on the go. Join Wealthy Advisers Club Today : Click Here To Join
How to Set Email Headers in the Wealthy Adviser Club
Personalize Your Email Sender Information for a Professional Look This tutorial will guide you through setting email headers for your domain inside the Wealthy Adviser Club Email Services. Headers determine how your emails appear to recipients — including the sender name and email address displayed in their inbox.Setting these up properly ensures your campaigns look professional, trustworthy, and consistent with your brand. 🔐 Step 1 – Log In to Your Account Go to app.wealthyadvisorsclub.com and log in with your member credentials. If you haven’t joined yet, use the sign-up link in the description to create your account. ⚙️ Step 2 – Open Email Services Settings Once logged in:1️⃣ Click Email Services in the left-hand sidebar.2️⃣ This will open your Email Management Settings dashboard, where you can configure sending details and domain preferences. 🧭 Step 3 – Access Header Settings 1️⃣ Click on the three dots (⋮) next to your connected domain.2️⃣ From the dropdown menu, select Set Headers. This will open the header configuration window, allowing you to customise what recipients see when they receive your emails. ✍️ Step 4 – Set Your Sender Name Click the From Name field.Enter the sender name you want to appear in your clients’ inboxes — for example: Terry at Wealthy Adviser Club ABC Mortgages Team Your Name – Financial Adviser 💡 Tip: Choose a friendly but professional name. It builds trust and increases open rates. 📧 Step 5 – Add Your Sending Email Address Next, click Enter Your Email and type in the email address you’ll use for sending messages. For example: info@yourcompany.comterry@wealthyadviserclub.com Make sure this matches your verified domain (set up in the previous tutorial). 💾 Step 6 – Save Your Header Settings Once you’ve entered your details:1️⃣ Click Save to apply your changes.2️⃣ You’ll see a confirmation message: ✅ “Headers updated successfully.” This means your sender information has been updated and will now appear correctly on all outgoing emails. You can double-check your active header settings under your Email Services dashboard. 🎉 Step 7 – Success! You’ve successfully configured your email headers in the Wealthy Adviser Club email marketing system. From now on, every campaign and automated message will display your custom sender name and professional email address — helping you look more polished and build client confidence. 🚀 Next Step Now that your headers are set up, you’re ready to move on to the next tutorial: 👉 How to Import Your Email Contacts into the Wealthy Adviser Club Email System This will allow you to upload your client list and start sending campaigns immediately. 🦁 Why This Step Matters ✅ Builds trust and brand consistency ✅ Prevents emails from landing in spam✅ Helps clients instantly recognise your business✅ Keeps all communication aligned with your professional identity Even a small detail like your sender name can dramatically improve engagement and open rates. Join Wealthy Advisers Club Today : Click Here To Join
🌐 How to Connect Your Domain to the Wealthy Adviser Club Email Services
Send and Receive Emails Securely Using Your Own Domain This tutorial walks you through the step-by-step process of connecting your custom domain to the Wealthy Adviser Club email marketing system. Connecting your domain ensures your emails are sent securely, look professional, and come directly from your own business address (e.g. info@yourcompany.com), rather than a generic sender. 🔐 Step 1 – Log In to Your Account Visit app.wealthyadvisorsclub.com and log in using your member credentials. If you’re not yet a member, click the sign-up link in the description to create your account before continuing. ⚙️ Step 2 – Open Email Service Settings Once logged in:1️⃣ Click Email Services in the left-hand sidebar.2️⃣ This will open your email marketing settings page. From here, you’ll manage everything related to email domains and deliverability. 🌍 Step 3 – Add a Dedicated Domain 1️⃣ Click Dedicated Domain and IP.2️⃣ Click Add Domain to begin connecting your domain. Enter your domain name (for example, yourcompany.com) into the field provided. Then click Add and Verify to start the setup process. This tells the system to begin verifying that you own the domain. 🔑 Step 4 – Verify and Authorise Your Domain After clicking Add and Verify, follow the on-screen instructions: 1️⃣ Click Continue to move to the next step.2️⃣ Click Authorize Domain — this allows the Wealthy Adviser Club system to send emails on behalf of your domain. You’ll be redirected to your domain registrar (where you purchased or manage your domain, such as GoDaddy, Namecheap, Google Domains, etc.). Click Connect when prompted. 💡 Tip: If you’re unsure how to log in or locate your DNS settings, your registrar’s support team can assist. ✅ Step 5 – Confirm the Connection Once your domain connects successfully, click Close to exit the registrar screen. Then, return to app.wealthyadvisorsclub.com. Back inside the platform, click Verify Domain. If the verification is successful, your domain will now appear under your Email Service Settings as “Verified.” 🎉 Step 6 – You’re Connected! That’s it — your custom domain is now connected to the Wealthy Adviser Club email system. You can now:✅ Send professional emails from your own domain (e.g. info@yourcompany.com)✅ Improve deliverability and trust with clients✅ Ensure your emails are secure and compliant✅ Maintain full ownership and control of your data 💡 Why This Matters Using your own domain for email marketing helps you: This setup only needs to be completed once — after that, you’re ready to start sending campaigns directly through the Wealthy Adviser Club platform. 🚀 Next Step Now that your domain is connected, you can move on to:👉 Importing Your Contacts 👉 Creating Email Templates 👉 Building and Scheduling Campaigns Follow along with the next tutorial: How to Upload Contacts into the Wealthy Adviser Club Email Marketing System. Join Wealthy Advisers Club Today : Click Here To Join
How to Select and Edit Email Marketing Templates in the Wealthy Adviser Club
Customise Your Emails to Match Your Brand and Audience This tutorial walks you through how to select, edit, and customise your email templates inside the Wealthy Adviser Club email marketing system. With these templates, you can design professional, branded campaigns in just minutes — no design experience required. 🔐 Step 1 – Log In to Your Account Visit app.wealthyadvisorsclub.com and log in with your member credentials. If you’re not yet a member, follow the sign-up link in the description to get access. 🧭 Step 2 – Navigate to the Email Templates Section 1️⃣ Once logged in, click Emails in the top navigation bar.2️⃣ Click Templates to open the template library.3️⃣ Click the + New button to create a new template.4️⃣ Select Email Marketing Templates. 🗂️ Step 3 – Browse Template Categories Click Show More to expand the template categories and see all available options. You can filter by category to find templates that suit your needs — for example: Once you find a design you like, click Choose Template to open it in the editor. 🎨 Step 4 – Edit Your Template When your template loads, simply click on any section you want to change.A sidebar will appear on the left-hand side — this is your main editing panel. Here you can:✅ Replace images using Upload from Media Library ✅ Edit text by double-clicking on titles or paragraphs✅ Change font size, style, or colour from the top bar✅ Add new blocks, buttons, or images using the Elements menu 💡 Tip: To replace a logo or banner, click directly on it, then upload your own image file from your media library. 🔗 Step 5 – Add Links and Buttons To link a button or image:1️⃣ Double-click the button or image.2️⃣ In the left-hand editing bar, find the Link URL field.3️⃣ Enter your website, booking link, or landing page URL. For example, you might link your Calendly booking page or lead capture form. ⚙️ Step 6 – Add or Modify Elements Click Elements to explore extra components you can add — such as: Simply drag and drop them into your email layout, then customise their look. 💾 Step 7 – Save Your Template Once you’re happy with your design:1️⃣ Give your template a clear name so you can recognise it later.2️⃣ Click Save Template to save all recent changes.3️⃣ Click Back to return to your main dashboard or campaigns page. Your new custom email template is now ready to use in your campaigns. 🚀 Step 8 – What’s Next? You’ve successfully created and customised your first template.Next, learn how to build and schedule your email campaigns so you can start sending your messages to your clients. 👉 Watch the next tutorial: How to Build and Schedule Email Campaigns in the Wealthy Adviser Club. 🦁 Why Templates Matter Using templates ensures your emails always:✅ Match your brand colours and style✅ Save you time by reusing proven layouts✅ Stay consistent across all client communications You can create multiple templates for different purposes — renewals, reviews, cross-selling, or newsletters — and simply plug in your content each time. Join Wealthy Advisers Club Today : Click Here To Join
Introducing the Wealthy Adviser Club Custom GPT for Email Marketing
Create Powerful, Personalised Emails in Seconds We’ve officially launched the Custom GPT Email Assistant — designed exclusively for Wealthy Adviser Club members to help you write professional, compliant, and engaging emails for your clients. It’s fully integrated with your new Email Marketing System, so you can write, personalise, and send client-ready emails — all within the same platform. This tool eliminates writer’s block, saves you hours each week, and ensures every campaign sounds like you. 🧠 What the Custom GPT Does The Custom GPT is your AI-powered email writing assistant.You can use it to instantly create: ✅ Reminder emails✅ Follow-up sequences✅ Referral requests✅ Review appointment invites✅ Newsletters✅ Cross-sell or upsell messages✅ Re-engagement campaigns It’s built specifically for financial and mortgage advisers — so it understands your tone, your clients, and your compliance needs. 🪄 Step-by-Step: How to Use the Custom GPT 1️⃣ Open the Custom GPT Inside your Wealthy Adviser Club dashboard, you’ll now see a new menu option on the left-hand side called Custom GPT.Click it to open the email assistant. If it’s your first time using it, you’ll be prompted to sign in with your OpenAI (ChatGPT) account — just like you do for any GPT. 2️⃣ Tell It About Your Business To make your emails sound like you, the GPT needs some quick background info: 💡 Tip: You can keep a small text file or note on your computer with this information and paste it in each time. If you want to make it even easier — just include your website URL and it will pull your tone and details automatically. 3️⃣ Choose the Type of Email Once you’ve entered your info, simply ask it what you want: “Write a friendly renewal reminder email for my existing life insurance clients.” “Draft a referral request email for clients who’ve just completed a mortgage.” “Create a three-step email sequence for clients who haven’t replied.” The GPT will then generate three professional email options for you — all slightly different in tone (e.g. short & direct, warm & conversational, or detailed & informative). 4️⃣ Copy the Email Into Your Campaign Once you’ve chosen your favourite version, you can simply: ✅ Copy the subject line and email body ✅ Go to your Email Marketing Campaigns tab✅ Paste the content into your email editor or template You can personalise it even further before sending — add your logo, adjust the tone, and include any links or booking buttons. 5️⃣ Personalise the Greeting Inside your message, make sure your greeting automatically pulls in your client’s name. For example, instead of typing “Hi [Name]”, use the merge tag: Hi {{contact.first_name}}, That will automatically insert each client’s name from your contact list — giving every email a personal touch. 6️⃣ Add Your Call to Action Every good email ends with a clear next step.This could be: You can paste in any URL — for example, your Calendly link, review form, or discovery call page. 7️⃣ Send or Schedule Once you’re happy with your message: ✅ Select the contacts or tags you want to send it to✅ Double-check your subject line and from address✅ Choose whether to send now or schedule for later If you’re sending to hundreds of clients, the system will process them in batches automatically — just like Gmail or any large email service. ⚡ Real Example Let’s say you run an insurance firm and want to send a policy renewal reminder. In the Custom GPT, you might enter: “Create a friendly reminder email for existing life insurance clients due for renewal this month. My brand colours are blue and gold. My company is SafeGuard Financial. My goal is to get them to book a quick policy review.” Within seconds, the GPT will generate three complete emails with subject lines like: Each includes a short, warm paragraph and a call-to-action button or link for booking a review. Copy. Paste. Send. That’s how simple it is. 🦁 Why Members Love It Here’s what makes this so powerful for Wealthy Adviser Club members: ✅ AI-written, adviser-ready content — not generic templates✅ Instant email creation — from reminders to reviews✅ Seamless integration with your email marketing system✅ Saves hours each week in admin and writing✅ Keeps your tone and brand consistent across every message You can now run your entire email communication strategy — from writing to sending to tracking — without ever leaving your Wealthy Adviser Club dashboard. 🚀 Summary Step Action 1️⃣ Open the Custom GPT from your dashboard 2️⃣ Add your business info and audience 3️⃣ Tell it what type of email you want 4️⃣ Copy your chosen email 5️⃣ Paste into your campaign and personalise 6️⃣ Add a call to action 7️⃣ Send or schedule your email That’s it — your new AI-powered email assistant is ready to go. Join Wealthy Advisers Club Today : Click Here To Join
Email Marketing Is Here: The Wealthy Adviser Club’s All-in-One Communication Hub
After months in the making, email marketing is officially live inside the Wealthy Adviser Club platform — built right alongside your social planner for one simple reason:👉 Everything you need to grow your advisory business should live in one place. With this update, you can now create, design, schedule, and send professional email campaigns — powered by AI — directly from your WAC dashboard. 🧠 Why We Built It As advisers, we already use email to connect with clients — but most tools (like Mailchimp or HubSpot) are overcomplicated, overpriced, and disconnected from our day-to-day systems. We wanted to change that. So we built an email marketing tool designed specifically for financial advisers — one that:✅ Keeps everything under one login✅ Works seamlessly with your social planner✅ Lets you send professional, branded emails in minutes✅ Saves you hours of admin every single week This isn’t theory — it’s built for the way advisers actually work. 📊 Step 1 – Understand Your Email Statistics When you first open the Email Marketing tab, you’ll see an example dashboard. Here’s what your stats will show once you start sending: These numbers tell you what’s working, what isn’t, and how to continuously improve your campaigns. 💡 Pro tip: You can always ask ChatGPT (or our built-in Custom GPT) for help analysing your results and improving open rates. 🧱 Step 2 – Create Your First Campaign Click New Campaign in the top right corner.You’ll see three options: 1️⃣ Choose a Template – Start with a pre-designed email layout.2️⃣ Blank Template – Build one from scratch.3️⃣ Import Email – Copy in your own HTML or previous campaign. If you’re new, start with a template — it’s quick and easy. 🎨 Step 3 – Customise Your Email Once inside the editor, you can: Most templates already look clean and professional — a big upgrade from the generic, text-only emails most advisers send. 💡 Tip: You can reuse your social media posts as email content.Since both tools are in one place, it’s easy to pull across your best-performing visuals and captions. ✉️ Step 4 – Write or Import Your Content You can either: Once the AI generates your message, you can paste it into a template and tweak it. This gives you professional, human-sounding copy — but done in seconds. 📅 Step 5 – Choose Who to Send To When your email is ready, you’ll set up your sending preferences: ✅ Choose who to send it to — individual contacts, full lists, or by tags (like “Protection Clients” or “Remortgage Leads”).✅ Schedule your send — pick a date and time.✅ Batch schedule (optional) — send recurring campaigns weekly or monthly, like a Monday newsletter. You can also segment your audience — for example: This ensures your emails stay relevant and personal. 🕒 Step 6 – Save Time & Automate This feature isn’t just about better design — it’s about saving time. Imagine: That’s hours saved every single week — time you can reinvest in meetings, learning, or family. 💬 “There’s nothing better than getting your time back to actually do what you want to do.” — Terry 🧩 Step 7 – Future Integrations This is just the beginning. We’ve already got:✅ Social Media Automation✅ AI Post & Email Generation✅ Domain & Contact Import Coming soon:🚀 F.A.C.T. automation 📲 Text and WhatsApp follow-ups 🤖 Smarter AI personalisation We’re constantly building — and every feature is designed to make your business faster, smarter, and more efficient. 💡 Why This Matters The Wealthy Adviser Club platform now handles: That’s two huge parts of your business — marketing and communication — now completely automated, all in one login. This isn’t about removing your effort. It’s about multiplying your output. 🦁 Final Thoughts Email marketing is live — and it’s already saving advisers 4+ hours a week. You now have:✅ Social media done✅ Email marketing done✅ AI automation built-in That’s more time to focus on your clients, your growth, and your success. “You could schedule all your emails for the month in half a day using our custom GPT and this system.” If you haven’t yet explored it — log in today and start building your first campaign.As always, if you have any questions, reach out to the team inside your Wealthy Adviser Club dashboard. Join Wealthy Advisers Club Today : Click Here To Join
How to Upload Your Contacts into the Wealthy Adviser Club Platform
Import Your Client List and Start Emailing in Minutes Before you can start sending out campaigns, newsletters, or updates through the Wealthy Adviser Club Email Marketing System, you’ll need to upload your contacts. This short guide (and accompanying video) shows you exactly how to do that — whether your data comes from your CRM, spreadsheet, or any other list. 📋 Step 1 – Go to “Contacts” Start inside your Wealthy Adviser Club dashboard. 1️⃣ On the left-hand menu, click Contacts.2️⃣ You’ll see an empty list if you haven’t uploaded anyone yet.3️⃣ Along the top, you’ll notice two main buttons: If you just need to add one or two people manually, click Add Contact, enter their details (name, email, phone, etc.), and click Save. Each contact will automatically appear inside the Conversations area, where all emails and replies will be stored. 📤 Step 2 – Export Your List from Your CRM Every CRM is slightly different — Salesforce, HubSpot, GoHighLevel, Xplan, etc. — so your export process might vary. Here’s the general approach: 1️⃣ Log in to your CRM or database.2️⃣ Find the Export or Download Contacts option.3️⃣ Choose CSV file (Comma Separated Values).4️⃣ Save it to your computer. Your CSV file should ideally include: Field Example First Name John Last Name Smith Email john@company.co.uk Phone 07123 456789 Notes / Tags Existing Client If you’re unsure how to export from your system, search:🟢 “How to export contacts from [your CRM name]” — most have a short YouTube tutorial. 🗂️ Step 3 – Import Contacts into the Platform Now you’re ready to bring your list in. 1️⃣ Click Import Contacts in your Wealthy Adviser Club dashboard.2️⃣ Select your CSV file.3️⃣ You’ll then see a screen asking you to map your fields. Mapping means linking your column names from the CSV (like “Email Address” or “Full Name”) to the right fields inside the platform. ✅ For example: Make sure everything lines up correctly before continuing. 🏷️ Step 4 – Add Tags (Optional) Once your fields are mapped, you can assign a tag to your entire upload — for example: Tags are completely optional but make it easier later to send targeted emails or segment your audience. ⚙️ Step 5 – Start the Import When everything looks good, click Start Import in the bottom right. The system will begin uploading your data — it usually takes less than a minute, even for large lists. You’ll then see all your contacts appear instantly inside your Contacts Dashboard. 💬 Step 6 – Review in Conversations Once uploaded, every contact will have its own Conversation thread. Here you’ll see all messages, emails, and replies back and forth — a full record of your communication history. This makes it easy to track who’s received which emails, replied, or clicked links. 💡 Important Notes 🦁 Why It Matters Uploading your contact list is where the real value begins.Once your data is inside, you can: ✅ Send high-converting email campaigns✅ Reconnect with old clients✅ Run review reminders✅ Send newsletters or seasonal updates✅ Track every reply and open rate It’s fast, secure, and gives you the foundation to start generating more leads from your existing client base. 🚀 Summary Step Action 1️⃣ Go to Contacts 2️⃣ Export from your CRM as a CSV 3️⃣ Click Import Contacts 4️⃣ Map your fields correctly 5️⃣ Add optional tags 6️⃣ Start the import and review your contacts Once your list is uploaded, you’re ready to start your first campaign! Join Wealthy Advisers Club Today : Click Here To Join
How to Add Your Custom Domain & Email Service to the Wealthy Adviser Club Platform
Send Branded, Professional Emails Directly from Your Own Domain If you’re going to send email campaigns through the Wealthy Adviser Club Email Marketing System, you don’t want them going out from some random address.You want every message to come from your own business email — for example, info@yourbusiness.co.uk. This guide (and accompanying video) will walk you step-by-step through how to connect your custom domain and email service — whether you use Gmail, Outlook, or another provider. Don’t worry — it looks more technical than it really is. You only have to do this once, and your existing inbox (like Gmail or Outlook) will stay completely unaffected. 🧭 Step-by-Step: Connecting Your Email Domain 1️⃣ Go to Settings → Email Services In the bottom-left corner of your dashboard, click Settings, then choose Email Services.You’ll see a setup screen that might look complicated at first, but we’ll break it down. 2️⃣ Add & Verify Your Domain Click Add and Verify and type in your business email domain (for example, yourbusiness.co.uk). The system will then generate a short list of records you need to add — things like: These records allow our platform to send emails on your behalf — without touching or replacing your Gmail or Outlook account. 🧰 Step-by-Step: Adding the DNS Records Each record comes with two things: Here’s what to do: 💡 Tip: Every domain provider has a slightly different layout.If you’re not sure where your DNS settings are, search “How to add DNS records on [your provider]” on YouTube — there are dozens of simple tutorials. Once all the records are added, go back to the Wealthy Adviser Club setup page and click Verify Records. 🔐 Optional: DMARC & SSL Verification You might see a message about DMARC — this is optional.DMARC helps with spam prevention, but you can skip it safely if you’re unsure. Next, the system will check for an SSL certificate.Most domain providers already include SSL automatically.If it asks you to verify, just click Verify SSL, and you’ll be good to go. 🏷️ Step-by-Step: Add Your Email Header Now, the final step — set the “From” name and email address that will appear on your outgoing campaigns. Example: Field Example Company Name ABC Mortgages Email info@abcmortgages.co.uk Make sure the email address matches the one you’ve linked and verified. Once this is done, you’re ready to send fully branded, compliant, professional emails directly from your own business address. 💬 Why We Designed It This Way We wanted this system to add to your workflow — not replace it. You’ll still have full access to your Gmail, Outlook, or other inbox just like normal.You’ll simply use your Wealthy Adviser Club Email Marketing tool for mass sends, newsletters, and client campaigns. That means:✅ You can still check and reply to emails inside Gmail or Outlook.✅ You can send large campaigns to thousands of contacts via your WAC account.✅ Nothing in your normal email setup gets changed or disrupted. It’s designed to give you more options — not more headaches. 💡 Why Verification Matters Verifying your domain protects your email deliverability and brand reputation. Without it, email servers might flag your messages as spam or “unverified.”Once you’re verified, every campaign you send will look like it’s coming directly from your business — because it is. ⚙️ Troubleshooting & Support If your records don’t verify straight away: If you’re still stuck, contact your domain host’s support — they’ll usually add the records for you within minutes. 🎉 You’re Done! Once verified, you’ll see a success message and your domain will be ready to use.From there, you can start sending campaigns, newsletters, and appointment reminders right away. Remember — this is a one-time setup.You won’t need to do it again unless you change your domain. 🦁 Why Members Love It This feature gives Wealthy Adviser Club members all the power of tools like Mailchimp — but cheaper, easier, and fully integrated with your social media and AI tools. You can send thousands of professional, personalised emails — for pennies — straight from your verified business address. Join Wealthy Advisers Club Today : Click Here To Join