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PrimeX Capital — Email System
Setup Guide
How to launch the single USP broadcast and the weekly broadcast campaigns for PrimeX Capital. 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. PrimeX is MENA-native, so run these segments with region and language tags so Arabic-first copy can be layered in later. |
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1
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$30 Bonus Sign-Ups (Unfunded)
MENA-heavy cohort who claimed the $30 No-Deposit Welcome Bonus, completed KYC, and have not made a first deposit. 30-day auto-close clock is running.
Criteria: account_status = kyc_verified AND bonus_claimed = true AND deposit_total = 0.
→ Trigger: send the single USP broadcast email.
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2
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Standard Account Low-Deposit (MENA)
Contacts on the $10 minimum Standard account who deposited under $100. MENA-weighted, early-stage traders still finding their first setup.
Criteria: account_type = standard 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 (Narrow & Raw)
Contacts on Narrow or Raw tiers who have placed a trade in the last 30 days. Higher average deposit, tighter spreads, commission-aware.
Criteria: account_type IN (narrow, raw) 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. Pair this with a region tag (UAE, Iraq, KSA, Egypt, Morocco) so Arabic-language variants can be routed cleanly.
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Part 2: USP Broadcast Email (1 Send)
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| Trigger: contact enters the $30 Bonus Sign-Ups (Unfunded) or Standard Account Low-Deposit 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. For Gulf-based contacts, 3 PM local is within the active MENA trading window. |
| 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. For Arabic-speaking contacts, mirror the copy into a right-to-left HTML variant and send using a language-tag split.
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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. The $30 bonus's own 30-day countdown does the urgency work without a follow-up chain.
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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. Flag the gold, oil, and USD-pair events MENA traders care about.
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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://primexcapital.com — confirm this is correct before sending any campaign.
● Brand colors used throughout templates: navy #0A1A3C and gold #FFCB00. Find-and-replace if your final brand hex differs.
● The USP broadcast is a single one-off send. Do not chain it into a sequence. Let the $30 bonus clock and the contact's deposit behavior dictate the next step.
● Swap-free is positioned as the default across every account tier, not a separate Islamic account application. Keep that framing consistent across all sends.
● All subject lines are lowercase, 6-10 words, no punctuation, no spam triggers. Keep them that way when localizing for Gulf, Iraq, Levant, North Africa, or international English.
● 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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