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Find tutorials & extra articles on the menu above.

To download, first log into Mailchimp. Then copy and paste the following blue links one at a time into your browser's address bar over your open Mailchimp account.

Special Note: We have replaced the FORWARD link in the menu bar of your newsletter with an ABOUT ME link. Please test your ABOUT ME link in a live Mailchimp CAMPAIGN. If the link is not correct, you can add it yourself following these instructions, or contact us to update it for you.

MAILCHIMP IP BLOCK

FIRST TIME USERS — Fill out this personal information form before using the newsletters.

TO CHANGE YOUR PERSONAL PHOTO/LOGO —
Contact us or see this DIY tutorial.

KW COMMAND USERS — See this note.

Download the HTML code from the direct-to-HTML form. Paste it into your CRM or another email service, without going through Mailchimp.

WARNING: Pasting the HTML limits your ability to make custom changes. If you plan to make a lot of changes to the newsletters, use Mailchimp's drag and drop visual editor first, then download the HTML code from Mailchimp. See this video for those instructions.

Click one of the buttons below to open your newsletter in Microsoft Word. Follow the prompts to generate your newsletter. You'll find additional instructions inside each newsletter. Save and print the newsletter on your own computer. Don't have Microsoft Word? Use one of our Alternative Formats. →

EDDM is a US-post service. (See explainer video). We recommend using Docucopies.com for your EDDM mailings. This version of the newsletter does not match Canadian "postcard" sizes for direct mail.

PRINT TUTORIALS — Click to view all editing and printing tutorials.

ALTERNATIVE FORMATS
The newsletter is designed to be used in any version of Microsoft Word. However, you may prefer Publisher or Pages, or need to use an old verson of Word (2007 .doc format). See below.

Question: I can be beautiful and terrible, soft and sharp, heavy and light all at the same time. What am I? Answer: Snow.

Create a financial calendar (Word)

Create a financial calendar (pdf)

WANT TO CUSTOMIZE AND UPLOAD YOUR OWN VERSION OF THE FREE REPORT?

For your email newsletter: Modify your report in Word. Print or save it as a PDF. Then upload it to your Mailchimp content studio as a file. See this instruction.

For your printed newsletter: The generic PDF version of this report is already linked to your newsletter by QR code. If you wish to customize the report, first make your changes in Word and save or print it to a PDF. If you want to use a QR code, see the instructions below. Otherwise, you can remove the QR code and put your email in instead, asking people to contact you directly for a copy.

To use a QR code, you'll need to create a PDF, then go to a QR code site like QRCodeChimp to create the QR code.