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📣 One-Time Email Blast — All Contacts with Email
This campaign sends a personalized Social Security Analysis offer to all 226 contacts who have an email address. It uses smart deduplication — if a contact was already sent this campaign, they won't receive it again. Safe to run multiple times.
⚠️ The "Fire" button sends live emails to all 226 contacts. Use the test button first to preview.
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📋 Medicare Plan Review — Active Medicare Members
Targets contacts aged 65–69 who are actively on Medicare. Prompts them to review their current plan, checks for better coverage or cost savings, and invites them to schedule a no-cost consultation.
⚠️ The "Fire" button sends live emails to all 37 eligible contacts. Already-sent contacts are automatically skipped.
Click "Fire" or "Test" to see activity here.
📬 General Warm Re-Engagement — Contacts Without Known Age
A warm, personalized check-in for the ~170 contacts without a known date of birth. Introduces the full range of Legacy Wealth Services, invites a free financial health review, and opens the door for a conversation about their retirement needs.
⚠️ The "Fire" button sends live emails to all eligible contacts. Already-sent contacts are automatically skipped.
Click "Fire" or "Test" to see activity here.
🛡️ Your Most Valuable Clients — Highest-Touch Campaign
Reaches your 70+ contacts (16 people) with a premium Medicare review offer plus a free Legacy Safeguard end-of-life planning membership. This is your highest-value segment — treat them with care.
⚠️ The "Fire" button sends live emails to all 16 eligible contacts. Already-sent contacts are automatically skipped.
Click "Fire" or "Test" to see activity here.
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⏰ Daily Automation Scheduler
The automation runs once per day to send birthday and holiday emails. You need to schedule it using a free service like cron-job.org. Set it up once and it runs forever.
- 1Go to cron-job.org and create a free account.
- 2Click "Create cronjob". Paste the URL above into the URL field.
- 3Set the schedule to Every day at 8:00 AM (choose Custom: minute=0, hour=13, which is 8AM Central / 1PM UTC).
- 4Set Request Method to GET. Enable Save responses to debug.
- 5Save the cron job. You're done — emails will go out automatically every morning.
⚠️ Action Required — Verify Your Sending Domain
Before birthday and holiday emails can be sent from rod@legacywealthservices.com, you need to add DNS records to verify your domain with Resend. This takes about 10 minutes and only needs to be done once.
Step 1 — Get your DNS records from Resend
- Go to resend.com/domains and log in (or create a free account)
- Click "Add Domain" and type legacywealthservices.com
- Resend will show you 3 DNS records to add — copy them all
Step 2 — Add the records to your DNS provider
Log in to wherever your domain is registered (GoDaddy, Namecheap, Cloudflare, etc.) and add these records in your DNS settings. They'll look something like this:
| Type | Name / Host | Value | Purpose |
|---|---|---|---|
| TXT | send.legacywealthservices.com | v=spf1 include:amazonses.com ~all | SPF — proves you're allowed to send email |
| CNAME | resend._domainkey.legacywealthservices.com | p.resend.com | DKIM — authenticates your emails |
| MX | send.legacywealthservices.com | feedback-smtp.us-east-1.amazonses.com (priority 10) | Bounce handling |
💡 Important Notes
• DNS changes can take up to 48 hours to propagate, but usually verify within 30 minutes.
• After adding the records, go back to resend.com/domains and click "Verify".
• Use your exact DNS records from Resend — the values above are approximate examples. The actual values from Resend will be unique to your account.
• Once verified, the green checkmark will appear and emails will start going out.
Step 3 — Test with the "Run Now" button
After verifying your domain, click "Run Now" in the top-right to trigger a test run. If anyone has a birthday today, they'll receive an email immediately.
Current Configuration
Holiday emails are currently sent to contacts with Lead Stage = "Client" only. This keeps holiday messages exclusive to your existing clients, not cold leads.
To expand to all contacts (Suspects, Prospects, etc.), let Rodney know and we can update the edge function to include all lead stages. This can be a powerful touchpoint for nurturing leads.
Holidays Currently Covered (2026)