Carson

Carson Advisor Resource Hub

Everything you need to get from setup to sent.

Clear next steps, Carson-specific guidance and quick walkthroughs for using Snappy Kraken—organized around the work you are trying to do.

Start with setupBrowse training cards

New advisor? Complete the six steps below before launching your first campaign.

Start here

Your shortest path to ready

Follow these steps in order. Each one opens the most useful walkthrough or Carson training card for that stage.

01

Activate your account

Set your password and sign in to Campaigns.

02

Confirm your setup

Check profile, logo, signature and disclosures.

03

Connect Salesforce

Connect as the account owner and map your groups.

04

Review contacts & groups

Confirm clients and prospects imported correctly.

05

Learn the platform

See how Campaigns, Contacts and Marketing Hub work.

06

Launch your first campaign

Choose, personalize, test and schedule.

Protect your email delivery.
Confirm your existing setup before editing it. Email, domain, disclosure or profile changes may require Carson guidance or compliance review.

Review setup guidance

What are you trying to do?

Choose the training card you need

These are Carson’s training cards—the same resources Carson Marketing Managers already use directly with advisors today.

Each card opens one Carson training resource.

Carson Training Card01

How to Get Started with Snappy Kraken

Account activation, profile confirmation and Salesforce connection.

Get started

Carson Training Card02

Snappy Kraken Overview

Platform navigation, terminology, contacts, compliance and reporting.

Learn the platform

Carson Training Card03

Snappy Kraken FAQs

Answers covering setup, campaigns, integrations, contacts and compliance.

Find an answer

Carson Training Card04

How to Build an Event Campaign in Snappy Kraken

The 22-day event invite journey, from setup through testing and launch.

Plan an event

Carson Training Card05

Launch Your First Campaign in Snappy Kraken

A guided path for selecting, preparing and launching a first campaign.

Launch a campaign

Carson Training Card06

Snappy Kraken Campaign Builder

Campaign strategy, selection, customization, launch and monitoring.

Build a campaign

Carson Training Card07

Snappy Kraken Event Builder

Planning, building, promoting, running and following up on an event.

Manage an event

Carson Training Card08

Importing Salesforce Contacts and Leads into Snappy Kraken

Carson’s Salesforce connection, group mapping and import workflow.

Connect Salesforce

Carson Training Card09

Unsubscribe a Contact from a Campaign in Snappy Kraken

Remove one contact from an active campaign without changing the group.

Manage contacts

Quick answers

Before you open a support ticket

These are the questions most likely to interrupt your progress. Open an answer, then use the full Carson FAQ when you need more.

Open the Snappy Kraken FAQs Training Card

Is there a checklist for everything I need to do first?

Yes. The Getting Started Checklist in the Help Center walks you through setting up your profile, contacts, and campaigns.

How do I get a compliance PDF for my profile?

Go to My Profile. If your firm uses an integrated approval process, select Submit For Approval. If it requires manual submission, select Download Profile.

What does each type of campaign actually do?

Lead generation campaigns attract prospects. Nurture campaigns build relationships over time. Conversion campaigns encourage appointments, while retention campaigns help you stay connected with clients.

How do I add a campaign from the library to my account?

Choose a campaign in the Campaign Library and select Add to My Campaigns. It will appear as a draft for you to review before scheduling.

How often should I send campaigns?

The guide recommends two to four emails per month per contact. Choose a schedule you can maintain and watch engagement to see what works for your audience.

Get help

Start with the team closest to the question

Platform or technical issue? Start with Snappy Support. Strategy or Carson-specific marketing question? Start with your Carson Marketing Manager.

Snappy Kraken

Platform & technical support

Snappy Support

Account access, platform functionality, integrations, campaigns, testing, sending and troubleshooting.

Open Support Portal

support@snappykraken.com

844-762-7795

Phone support: Monday–Friday, 7:30 AM–5:00 PM PT

Carson Group

Strategy & Carson guidance

Carson Marketing Manager

Campaign planning, audience decisions, marketing strategy and Carson-specific process or compliance guidance.

Contact your Carson Marketing Manager through your established Carson channel.