Use Case: Running a Local Community Campaign (Events, Dinner, Webinar)

The Challenge

Advisors want to host events but struggle to generate attendance.

How FINNY Helps

FINNY makes it easy to invite local prospects to community events through targeted campaigns.

Workflow

1. Create a List of prospects filtered by location.

2. Go to Campaign Center → Create Campaign.

3. Define your campaign goal (e.g., “Invite local retirees to dinner”).

4. Add RSVP links (Calendly/Eventbrite).

5. Send multi-channel outreach (Email + LinkedIn).