How to Send Emails to Your Contacts in the Wealthy Adviser Club

Step-by-Step Guide to Sending Campaigns and One-to-One Emails

This tutorial walks you through the process of sending emails directly to your contacts from within your Wealthy Adviser Club account.

Whether you’re sending a one-to-one email or a campaign to multiple clients, this guide shows you every step to get your message delivered professionally.

🔐 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, click the sign-up link in the description to create your account before continuing.

📇 Step 2 – Go to the Contacts Section

From your dashboard:
1️⃣ Click Contacts in the sidebar.
2️⃣ This opens your full list of contacts.

👤 Step 3 – Select a Contact to Email

Click on the specific contact you want to email.
This will open their contact profile and allow you to send a personalised message.

📨 Step 4 – Begin Composing Your Email

1️⃣ Click the Email button to start composing your message.
2️⃣ In the email creation window, fill out the following fields:

Campaign Name: Enter a name for internal tracking (e.g., “Mortgage Review Follow-Up”).
Sender Name: Type the name you want recipients to see (e.g., “John Smith, ABC Mortgages”).
Sender Email: Enter the professional email address that recipients will see in the “From” field (e.g., info@yourcompany.com).
Subject Line: Write a clear, engaging subject line that encourages opens.
Email Body: Type or paste your message content here.

💡 Pro Tip:
Keep your email concise and conversational. Use the built-in Custom GPT Email Generator to help craft engaging, compliant copy if needed.

Before sending, check the confirmation box to verify that all contacts have consented to receive marketing communications.
This step ensures compliance with GDPR and email marketing regulations.

🚀 Step 6 – Send Your Email

Once everything looks correct:

Click Send Email to begin sending your message.

The system will start delivering the email to your selected contact(s).

📊 Step 7 – Track Delivery and Performance

After sending, you can monitor the email’s performance:

Click Check Progress to view real-time delivery updates.
Click Show Stats for in-depth analytics such as:
- Email delivered successfully
- Open rates
- Click-through rates
- Unsubscribes

These metrics help you understand how your contacts engage with your emails.

🎉 Step 8 – Success!

You’ve successfully sent an email to your selected contact(s) in the Wealthy Adviser Club.

Now you can view replies in your Conversations tab, or send follow-ups directly from your dashboard.

🚀 What’s Next?

Now that you’ve sent your first email, it’s time to make your messages more powerful and consistent.

Continue with the next tutorial:
➡️ How to Create Email Marketing Templates in the Wealthy Adviser Club

🦁 Why This Step Matters

✅ Communicate directly with clients from one platform
✅ Save time by combining CRM and email tools
✅ Track engagement to refine your campaigns

This integrated approach lets you manage your audience, messaging, and analytics all in one place.

Join Wealthy Advisers Club Today : Click Here To Join