Email Marketing

Most advisors run a Mailchimp account that's out of date the moment they sign up — the client list lives in the CRM, the campaigns live in Mailchimp, and keeping the two in sync is a manual export-import dance no one has time for. TripPortfolio's email marketing module reads directly from your CRM, so the segment "clients who booked a $20k+ trip in the last 12 months" is always one click away.

Campaigns send from your custom email domain (Studio+ adds per-org SMTP) so the message arrives in the recipient's inbox as marketing@youragency.com — not as a no-reply@mailchimp.com that gets routed to spam. The deliverability difference shows up in open rates within the first month.

Tracking covers opens, clicks per link, and unsubscribes, with the events feeding back into the CRM so a client's engagement score updates with every campaign. A/B testing on subject lines and send times unlocks at Agency, where the volume justifies the experiment.

A typical workflow: a Greek-island supplier announces a Q4 promotion; you draft a 200-word email, segment to the 80 clients who've booked Mediterranean trips in the last two years, schedule for Tuesday morning, and the system handles the rest. Available on Studio+.