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FMG Release Highlights
Exclusively for Home Office Staff

Latest Releases

FMG updates this section monthly to share some of the more significant releases and enhancements you may enjoy learning about.


New Cookie Disclaimer Banner for Users’ Websites & Landing Pages –  Coming Soon

To help address evolving cookie disclosure requirements across multiple U.S. states and jurisdictions, FMG is introducing a built-in cookie disclaimer banner for eligible users, including FMG website subscribers using the Developer Theme and Marketing Suite users with Landing Page access. The banner will appear on a user’s Website or Landing Page to notify visitors that cookies are in use and includes a link to the applicable cookie policy, providing a simpler way to support disclosure messaging without relying on third-party tools or custom solutions. The feature will be available by default unless your Home Office elects to opt out, and for participating firms, users will be able to enable it in their FMG admin under Website > Settings > Cookie Notification. If your firm would like to opt out of making this banner available on its FMG Websites or Landing Pages, please contact the Home Office Success team


Key Benefits:
  • Reduced burden on individual users: Users will no longer need to seek external solutions for cookie disclosures. The banner integrates directly into their existing FMG website settings.
  • Program-level flexibility: Home offices may opt out of the feature entirely for their program, or submit customization requests to align banner content with their specific compliance language and requirements.
    • Centralized compliance control: Home offices can reach out to the Home Office Success team to request customized banner language and policy links at the program level, ensuring consistent, compliant messaging across all associated users without relying on individual advisors. 
What's New?
Users can soon enable a cookie disclaimer banner from the Website > Settings Page in their FMG admin. Once toggled on, the banner appears at the bottom of their site, notifying visitors of cookie usage and linking to a cookie policy document.
  • Banner placement: users may choose bottom-center or bottom-left positioning
  • Visitors can dismiss the banner; it is informational only and does not offer cookie accept/reject controls
  • Individual users cannot edit the banner text or policy URL — these are managed at the home office level to ensure program-wide consistency
  • The banner is toggled off by default; each user must enable it manually
Screenshot 2026-04-15 112807
CenterAlignedCookieBanner (1)

Common Questions: 

Can individual users customize the banner text or policy link? No. Customization of the banner text and cookie policy URL is available only at the home office level. Requests can be submitted through your Home Office Success team.

Is the banner enabled automatically for all users? No. While the feature is enabled by default at the program level, each individual user must manually toggle it on in their FMG admin under Website> Settings > Cookie Notification (slide on toggle).

Can our firm opt out of this feature? Yes. Home Offices may request to opt out entirely, which will remove the feature from all subscriber users in their program. Contact your Home Office Success team to submit this request.

Does the banner allow visitors to accept or reject specific cookies? No. The banner is informational only. It notifies visitors of cookie usage but does not provide granular controls to accept or reject individual cookies.

How do we request customized banner language for our program? Home offices can contact the Home Office Success team to request customizations to banner text and the policy URL. These requests are coordinated and implemented at the program level.


Social Media Integration Notification  – 4/7/26

This update is available for all users with access to FMG’s social media integration tools. We have added a new system notification email that alerts users when one or more previously active social media integrations become “Invalid” or “Expired.” To ensure users' social channels remain active and effective, we have reintroduced automated system notifications that alert users the moment a social media integration requires attention. For Home Offices utilizing branded system notifications, these emails will automatically inherit your existing enterprise branding.

What Changed?
We have launched a dedicated system notification email designed to alert users when a previously "Active" social media integration (such as LinkedIn, Facebook, or Instagram) moves to an "Invalid" or "Expired" status.

While this is a standalone notification focused solely on connection health, it is managed through the same delivery settings as the Daily Digest. For Home Offices utilizing branded system notifications, these emails will automatically inherit your existing enterprise branding.

Key Benefits:
  • Reduced Posting Failures: Clear, timely visibility into broken connections prevents "silent" failures, ensuring scheduled and automated content continues without interruption.
  • Proactive Management: Daily alerts provide a direct path for users to quickly restore or remove affected integrations.
  • Relationship to Patrol/Proofpoint: The FMG "Expired" or "Invalid" status that triggers these new email notifications is unrelated to what is happening in Proofpoint (Patrol Status and/or Patrol Profile Status). The status change indicates an issue that they will need to resolve in their FMG account to get their social integrations working again.
  • Review/Non-Compliant Statuses: The email will not be triggered if an integration is in a "Review" or "non-compliant" status, as long as the underlying social media connection remains "Active". Notifications are only sent when integrations change status from "Active" to "Invalid" or "Expired".
  • Branding: If you utilize branded system notifications, these emails will automatically inherit your existing enterprise branding.
  • Delivery Settings: These alerts are managed through the same delivery settings as the Daily Digest, meaning users must have the Daily Digest enabled to receive them.
How does this work?
This is a new email notification, different from the Daily Digest, but it is sent to the same user email addresses that receive the Daily Digest emails. 

To receive social media integration notifications, users should:
  1. Navigate to the Settings section in their account. This is located in the top-right corner of their account, under their account name.
  2. There, they can enter their email address in the Email Notifications box.
  3. Check “Yes, I would like to receive the Daily Digest email” to enable this notification, since it uses the same delivery settings.
DailyDigest

Common Questions: 

How can users enable these notifications? Users should navigate to the Settings section under their account name (top-right corner). In the Email Notifications box, they must enter their email address and check "Yes, I would like to receive the Daily Digest email".

What is the notification cadence? Notifications are sent once daily at approximately 6:00 PM CT as long as an integration remains "Invalid" or "Expired". Alerts will stop once the user reintegrates or removes the connection.

Can a user opt out of the Daily Digest but keep these alerts? Currently, these notifications use the same delivery settings as the Daily Digest. To receive social media status alerts, the Daily Digest must remain enabled.

How can users stop notifications for an account they no longer use? Users can navigate to Social >> Manage Social Media, select "Review" next to the integration, and click "Disconnect Account" to permanently stop alerts for that specific profile

What Triggers the Email? (The definition of "Disconnected"): The new system notification email is specifically designed to alert users when a previously "Active" social media integration moves to an “Invalid” or “Expired” FMG status.


Event Tool: RSVP Event Confirmation Preview  - 3/31/26

All FMG Marketing Suite users with Event tool access now have a “Preview Confirmation Email” button in the Event Builder to see a real-time, read-only preview of the confirmation email sent after an RSVP. Previously, users could not view this email in advance. With this update, users can now clearly see how event details—such as title, date, and description—populate the confirmation email as they build the event.

Why This Matters?

This update allows users to view the layout and content of these automated touchpoints in advance:

  • Visibility: See how the event title, date, location, and description populate in real time
  • Consistency: Confirm firm branding, host information, and required disclosures appear correctly  
 
How Does It Work?

When building or editing an event, navigate to the “Add Registration” section and enable guest registration. Once required fields (such as event name and location) are completed, the Preview Confirmation Email button becomes active.

Any updates made to event details will automatically refresh in the preview, ensuring it reflects the most current version of the confirmation email.

Please note: While this feature provides full visibility, the confirmation email remains system-generated to ensure compliance and consistency. The layout and standardized text cannot be edited. 
image - 2026-02-02T154636.046 (2)

 

Common Questions: 

Can users edit the confirmation email text or layout now that there’s a preview? No, the preview is for visibility only. Users can edit the Event confirmation email content by updating their event details (title, description, date/time, host) and see how those changes appear in the confirmation email.

Will the preview show branding and disclosures? Yes, the preview will reflect any existing branding and any required disclosures configured for the user's account, so it will closely match what their registrants see in their inboxes.
Learn How to Add New Events


Event Tool: New Disclosure Field for Privacy & Compliance Control  - 3/31/26

This update is available to all users with access to FMG Event Tools. It introduces a dedicated Event Disclosures field, which provides a standardized location for firm-approved CPRA/CCPA privacy statements or legally required privacy and compliance disclosures at the event level. By keeping disclosures separate from the main event description, this update improves consistency, reduces risk, ensures clear visibility for registrants, and supports Compliance Admin review.

Key Benefits: 
  • Dedicated Disclosure Space: A new field in the Event Builder allows for the entry of privacy and legal language without cluttering the main event details.
  • Standardized "Fine Print": Once approved, disclosure content automatically appears as formatted fine print at the bottom of the event landing page, below registration details.
  • Enhanced Compliance Visibility: Disclosure text is now a distinct part of Event compliance cases, making it easier for Home Office admins to identify, review, and approve the exact language used.

How to Use the Event Disclosures Field:
 
    1. Navigate to Event Builder: In the FMG admin, go to Events > Create Event (or edit an existing event).
    2. Input Disclosure Text: Locate the new Event Disclosures field and enter the firm-approved language.
Editor (1)


3. Submit for Review: Select Publish to send the event, including the disclosure text, to compliance for approval.

4. Automatic Placement: Once approved, the text will be displayed at the bottom of the event landing page below the main details.

LandingPageEventDisclosure

 

Common Questions: 

Is this disclosure field required? No, the field is optional. However, it is highly recommended for events that collect personal information or where specific firm policies apply.

Does FMG provide the disclosure language? No. Users remain responsible for providing their own appropriate legal or privacy language.

Will existing events be updated? No. Existing events will not change automatically. To add disclosures to an existing event, users must manually edit the event and enter the new disclosures in the new field.

Do users need to add this for every event? Yes, the disclosure information must be entered for each individual event that requires it.

Does this field automatically generate compliant CPRA/CCPA language for users? No. The feature provides a dedicated space to store and display disclosures, but it does not generate or validate the content itself. Users and their compliance teams remain responsible for providing appropriate legal language.

How to Add a New Event



Looking for Customer-Facing Release Updates?
Check out our Suite New Releases page linked below.
Tip: You can always find the link to this page on the main page of our Knowledge Center (upper right > New Releases).

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