FMG vs Snappy Kraken vs _______

Mar '23 (edited) in AdvisorTech

I was very happily using MarketingPro for a long time: it was easy, I could create customized emails including html editing, etc. Once FMG Suite bought and phased out MarketingPro, however, things went downhill and I'm very disappointed in the experience thus far. (One of the biggest features I lost when Marketing Pro went away was the ability to use status changes in Redtail to "trigger" emails to specific Redtail contacts (for example: if a contact's status was changed from "prospect" to "client" in Redtail, a welcome email would automatically be sent through MarketingPro). FMG Suite doesn't have these types of "trigger" systems.)

Is anyone using a platform that allows for "triggered" emails (as described above) via a Redtail integration?

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