Markets4you — Email System

Setup Guide

How to launch the single USP broadcast and the weekly broadcast campaigns for Markets4you. Compatible with ActiveCampaign, HubSpot, Mailchimp, Klaviyo, Brevo, Iterable, and most ESP platforms.

Part 1: Create Three Contact Segments

Create these segments before building any automation. All three should be dynamic so contacts move between them automatically as their account state changes.
1

Registered but Unfunded

Contacts who opened an account but have not made a deposit.
Criteria: account_status = registered AND deposit_total = 0.
→ Trigger: send the single USP broadcast email.

2

Cent Account Low-Deposit

Contacts who deposited under $50 or are holding a Cent Fixed / Cent Pro account with minimal volume.
Criteria: account_type IN (cent_fixed, cent_pro) OR deposit_total < 50.
→ Trigger: send the single USP broadcast email, then add to the weekly broadcast list.

3

Active Funded Traders

Contacts on Classic Standard, Classic Pro, or Classic Fixed who have placed a trade in the last 30 days.
Criteria: deposit_total > 0 AND last_trade_date within 30 days.
→ Trigger: enroll in the weekly broadcast campaigns only.

Exit rule

If a contact makes their first deposit after receiving the USP broadcast, move them to the Active Funded Traders segment. Use a goal condition triggered by deposit_total > 0 in your ESP.

Part 2: USP Broadcast Email (1 Send)

Trigger: contact enters the Registered but Unfunded or Cent Account Low-Deposit segment. Send once, as a one-off broadcast. Send time is Tuesday or Friday at 3 PM in the recipient's timezone following the Email Matrix SOP send-time rule.
EmailDaySend Time
USP BroadcastTuesday or Friday3:00 PM recipient tz

Personalisation

Replace [First name] in the template with your platform merge tag (e.g. {{{{first_name}}}} in most platforms). Update the {{{{UNSUBSCRIBE}}}} placeholder with your ESP's unsubscribe variable before sending.

After the USP broadcast

Do not chain a follow-up sequence to this broadcast. The single email is designed to do the segmentation work on its own. Contacts who deposit move to Active Funded Traders automatically. Non-responders go into the weekly broadcast rotation so they keep getting value without over-nurture.

Part 3: Weekly Broadcast Campaigns

Two recurring campaigns sent every week to all Active Funded Traders with marketing consent, plus contacts tagged broadcast_only. Load the HTML files directly into your ESP's code/HTML template editor.

Campaign 1

Weekly Economic Calendar

Every Monday, 9:00 AM recipient timezone.

Update the {{DAY}}, {{TIME}}, {{EVENT}}, {{IMPACT}} placeholders each week before sending.

Campaign 2

Weekly Market Update

Every Friday, 3:00 PM recipient timezone.

Update the {{ASSET}}, {{CHANGE}}, {{KEY_LEVEL}}, {{NOTE}} placeholders each week before sending.

Before You Send

●  CTA links point to https://markets4you.com — confirm this is correct before sending any campaign.

●  Brand color used throughout templates: #1e2a78. Find-and-replace if your actual brand color differs.

●  The USP broadcast is a single one-off send. Do not chain it into a sequence. Let the contact's deposit behavior dictate the next step.

●  All subject lines are lowercase, 6-10 words, no punctuation, no spam triggers. Keep them that way when localizing for SE Asia, South Asia, Africa, or LATAM.

●  Test all emails in your ESP's preview mode before activating automations. Check subject lines, preview text, and merge tags.

●  Verify unsubscribe links are wired up correctly — your ESP handles this automatically when you use the built-in unsubscribe variable.