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Please contact Snappy Kraken for further details on how to use their platform after you have imported Redtail contacts. Video not Loading? Unable to view YouTube? CLICK HERE To import all Redtail contacts into your account, you can select the option above to "Import All Redtail Groups". Once the process is complete, all contacts from those Tag Groups will be present in your Snappy Kraken account. You can select multiple Tag Groups to import here by holding down your Ctrl key (Command key on Mac) as you click each desired group. If you select "Import Redtail Groups" here, you'd see something similar to the below:Īll of your Redtail Tag Groups are in that scrolling frame (in this example beginning with "Newsletter". You can then decide whether you want to import all contacts or specific Tag Groups from Redtail: On the resulting page, click "Manage Groups":

This is Snappy Krakens 1st transaction in the. To import contacts, from within Snappy Kraken hover over "My Content" and then select "My Contacts": On May 3, 2022, Snappy Kraken acquired digital media company Advisor Websites. After importing those Redtail contacts, you can begin using Snappy Kraken's marketing campaigns to reach them. Those contacts imported from Redtail will have an indicator to show they came from Redtail and the import process will check for duplicates. Once you've activated the integration, you can import all contacts from Redtail into your Snappy Kraken account - or you can select Tag Groups to import. Once linked, you'll see an onscreen message indicating the linking was successful.

Snappy kraken software#

E mail advertising is a strong software that nurtures your contacts with. On your Account menu in Snappy Kraken, you'll see a "Redtail account" option:Īfter clicking that, you'll be prompted to enter your Redtail credentials:Įnter those and click "Link Account". Read More NEWS Snappy Kraken Wins 4th Consecutive Martech Breakthrough Award. Upon login to Snappy Kraken, hover over your settings icon and select "Account": The company offers digital marketing automation services to professionals in the. If you’re interested in learning how to prospect in a volatile market and the ins and outs of marketing automation platforms, today’s episode is for you.Setup is handled within your Snappy Kraken account. Snappy Kraken was founded in 2016 and is headquartered in Florida. Each automated campaign on the Snappy Kraken platform. Snappy Kraken is a Florida-based SaaS platform that offers solutions including marketing automation and.

The details of a 6-month experiment I’ll be running with Snappy on this podcast Snappy Kraken helps financial advisers automate their digital marketing for growth and client engagement. Snappy Krakens Profile, Revenue and Employees. As of 2022, Snappy Kraken serves over 6,000 advisors, 200 enterprises, and more than 6 million individual investors.

Tips for creating successful email marketing campaigns.

Our campaigns are expertly designed to generate leads, nurture prospects, and extract additional value from your client relationships.

What Snappy Kraken is + who is and isn’t a good fit Access hundreds of thousands of dollars worth of pre-packaged, personalized, and fully automated marketing campaigns (plus fresh campaigns added monthly).

How financial advisors should prospect in a volatile market.

Today I’m joined by Robert Sofia, founder of Snappy Kraken. If it doesn’t make you a little uncomfortable, it’s probably not bold enough.” ~Robert Sofia Snappy Kraken is an award-winning marketing technology firm that provides marketing automation, online advertising, and bold, unique marketing campaigns for the financial services industry.