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JFD — Email System
Setup Guide
How to launch the single USP broadcast and the weekly broadcast campaigns for JFD. Compatible with ActiveCampaign, HubSpot, Mailchimp, Klaviyo, Brevo, Iterable, and most ESP platforms.
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Part 1: Create Three Contact Segments
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| Create these segments before building any automation. All three should be dynamic so contacts move between them automatically as their account state changes. |
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1
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Registered but Unfunded
Contacts who opened a JFD account but have not made a deposit. This is the single largest and leakiest segment on the platform given the $1 minimum.
Criteria: account_status = registered AND deposit_total = 0.
→ Trigger: send the single USP broadcast email.
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2
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Low-Deposit Funded
Contacts on Standard or RAW accounts who funded between $1 and $100 and have not scaled their balance. Often enters after the USP broadcast converts them.
Criteria: deposit_total > 0 AND deposit_total < 100.
→ Trigger: send the single USP broadcast email, then add to the weekly broadcast list.
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3
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Active Funded Traders
Contacts on RAW, Standard, ZERO, or LIMITLESS accounts 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.
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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.
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Part 2: USP Broadcast Email (1 Send)
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| Trigger: contact enters the Registered but Unfunded or Low-Deposit Funded 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. |
| Email | Day | Send Time |
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| USP Broadcast | Tuesday or Friday | 3:00 PM recipient tz |
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Personalisation
Replace [First name] in the template with your platform merge tag (e.g. {{first_name}} in most platforms). Update the {{unsubscribe_link}} placeholder with your ESP's unsubscribe variable before sending.
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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.
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Part 3: Weekly Broadcast Campaigns
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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. |
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Campaign 1
Weekly Economic Calendar
Every Monday, 9:00 AM recipient timezone.
Update the {{DAY}}, {{TIME}}, {{EVENT}}, {{IMPACT}} placeholders each week before sending.
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Campaign 2
Weekly Market Update
Every Friday, 3:00 PM recipient timezone.
Update the {{ASSET}}, {{CHANGE}}, {{KEY_LEVEL}}, {{NOTE}} placeholders each week before sending.
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Before You Send
● CTA links point to https://jfdbrokers.com — confirm this is correct before sending any campaign.
● Brand colors used throughout templates: primary #042638, accent #00B5D8. 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 UAE, South Africa, SE Asia, or LATAM regulatory zones.
● Include the 72.6% retail loss disclosure in every broadcast footer. This is required under FSA Seychelles, SCA UAE, FSCA South Africa, and FSU Dominica.
● 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.
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