Direct Mail Information

For each broadcast, an invitation will be mailed to each of your invitees. A complete schedule for 2018can be found below. Included in this schedule is the date that your List Manager list must be finalized, the date that the invitation will be mailed, the in-home date, the broadcast date, and the LMGR list names.

 

Tip: Click a link below to view the invitation that was mailed for that broadcast, as well as a customizable version. Invitations are posted as they become available. To view a full course catalog, and a customizable version of the catalog, please click here.

Create list:

  • You must be subscribed to participate in Direct Marketing.
  • To sign up, go to: Calendar & Activities tab in JonesLink > Summary of Lists > Click on the  icon in the Marketing Programs gray bar to launch system.
  • If you are not currently subscribed to participate in Direct Marketing, click on the "Subscribe" button and save.
  • Create a list named one of the List Pull Names below in the Edward Jones List Manager System with clients/prospects who you would like to receive this mailing. Your list must be completed by 5 p.m. CT on the deadline date above in order to participate.
  • For instructions on setting up your list, go to: List Manager – Manual Lists. List Manager - Create a New List
  • If you have questions about setting up your list using List Manager, send a Service Request or call Marketing Services at #74.

Cost:

Cost is $.70-$.85 each (includes printing and standard class postage.)

Expenses will be reflected on the Financial Advisor's earnings and expense tab.

 

Size:

4 - 8 pages, 11 x 17 folded to 8.5 x 5.5 (includes all upcoming broadcasts)


2018 Professional Networking DM Schedules - Coming Soon

Job Number
Message/Title
Mail Date
CPA-10981-A
May 16 ASTS Invitation
4/11/2018 
CPA-10982-A
Jun 6 ASTS Invitation
5/2/2018 
CPA-10983-A
Jun 20 ASTS Invitation
5/16/2018
CPA-10984-A
Jul 18 ASTS Invitation
6/13/2018 
CPA-10985-A
Aug 15 ASTS Invitation
7/11/2018
CPA-10986-A
Sep 26 ASTS Invitation
8/22/2018 
CPA-10987-A
Oct 24 ASTS Invitation
9/19/2018 
CPA-10988-A
Nov 7 ASTS Invitation
10/3/2018
CPA-10989-A
Nov 28 ASTS Invitation
10/24/2018
CPA-10990-A
Dec 12 ASTS Invitation
11/7/2018 
CPA-10991-A
Jan 16, 2019 ASTS Invitation
12/12/2018