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Trade Quo — Email System
Setup Guide
How to launch the single USP broadcast and the weekly broadcast campaigns for Trade Quo. 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 Trade Quo 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://tradequo.com — confirm this is correct before sending any campaign.
● Brand colors used throughout templates: primary #0B2A4A, accent #C9A24A. 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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