Campaign and Reporting Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

CSV Restriction for Agent/CSR Email in Email Campaigns

Arshad Hussain — Mon, 25 Aug 2025 06:24:02 +0000

We have introduced a new enhancement in the Email Campaign feature within the Engagement module. As part of this update, a new restriction has been implemented: when sending emails using an Agent or CSR email address, recipient lists in CSV format cannot be used. This ensures that only contacts created as records in the Contact module are eligible.

Use Case: When an agent uploads a CSV type list into InsuredMine, the contacts are not automatically created within the system, so no Agent or CSR is assigned to them by default. As a result, the Agent or CSR email ID cannot be used to trigger an email campaign for a CSV-imported list.

To View the Enhancement:

Navigate to the Engagement.

Click on Create Email Campaign.

You will be re-directed to the Engagement > Send Email Campaign page.

From the dropdown, select Agent’s Email or CSR’s Email as the sender.

From the dropdown, select a List in CSV format.

After filling in both fields, the error message “CSV list cannot be selected when CSR or Agent email is used” will appear in the top-right corner.

As shown below, the Send button will remain disabled when using the Agent/CSR and CSV List combination.

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Group by recipient and URL in click tracking

Arshad Hussain — Wed, 23 Apr 2025 12:12:11 +0000

We have enhanced the Email Campaign section by introducing a “Group By” dropdown on the campaign page. This dropdown offers two options: “Clicked” and “URL.”

When “Clicked” is selected, the view displays a breakdown of contacts who clicked on links, including their email addresses and the specific URLs they clicked and its count.
When “URL” is selected, the view shows each clicked URL along with the number of clicks received by different contacts .

Clicking on any count opens a Recipient Details view, listing the contacts who clicked the selected URL. From there, clicking on a specific contact redirects you to the Contact 360 page, providing a comprehensive view of that contact’s details.

Use Case:
This feature allows agents to quickly analyze engagement patterns by either contact or URL, helping identify the most responsive contacts or the most effective links in a campaign.

To View the Enhancement:

Click the “Group By” dropdown to choose between two options: “Clicked” and “URL”.

Select the “Clicked” option to view contact email addresses, the URLs they clicked, and the corresponding click counts.

Select the “URL” option to view each URL along with the total number of clicks it received.
Clicking on a click count displays the list of contacts who clicked that particular URL.

Clicking on any contact in the list will redirect you to their Contact 360 page, where detailed contact information is available.

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How to Stop & restart a bulk text campaign?

Anjali Kapadia — Wed, 20 Sep 2023 09:48:08 +0000

Bulk text campaigns can be stopped or restarted at any stage of a running campaign.

To view the enhancement:

Navigate to Engagements
Click on analytics under Bulk Text

Click on the arrow beside the bulk text campaign that you want to stop
Select the stage which you want to stop
Click on the stop icon under the action tab

You will get a message saying: Campaign stopped successfully.

To resume the campaign, click on Restart campaign icon

You will get a message saying: Campaign restarted successfully.

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Calendar

InsuredMine — Sun, 30 Apr 2023 06:31:11 +0000

In this article, you will learn:

Schedule time efficiently to accomplish more in less time. InsuredMine Calendar helps manage the meetings, work activities, send invites, plan events, share schedules, and a lot more. Set reminders, to-do lists and never miss a deadline or high priority task to stay ahead of the curve.

Manage Appointments: Organize priorities and eliminate the additional back and forth for cancellations and rescheduling with smart calendar features. Share links with clients or prospects to directly book appointments in the calendar.
Add events: Mark any details for easy reference related to the client, lead, prospect or agency. Of course, the usual personal or any miscellaneous work stuff can also be added.
Daily, Weekly, Monthly Previews: The different views help to manage daily details walk-through as well as monthly task line upstream collaboration: Plan team training and meetings with attendee responses.
Sync functionality: Agency website, Facebook page, LinkedIn account, and the Twitter handle can be synced and embedded to showcase upcoming events and arrange appointments on a single platform. Also, the Google Calendar can be synced with InsuredMine Calendar for optimum integration.

Connecting your work email with Calendar

Simply, navigate to the Calendar module and click Connect your email. Your calendar will be automatically synchronized with your work mail.

In case your work email is not connected with Insuredmine, you’ll be directed to the email settings for connecting work email with Insuredmine. Click connect on the screen that appears.

The system guides you to easily link your email. Enter the email id and click Sign in.

Click on the relevant account name and your account is ready to be synced with Insuredmine.

Now, freely keep up with your work schedules and manage every task efficiently.

Enhancement: February 2021

Other Events Markup/ Event color markup in calendar

Now Get the view of Shared Calendar events vs Your events at a glance! Separate colors are used to differentiate between the user’s events that are scheduled and the other connected events that are lodged in your calendar.

Navigate to calendar

Click on any date to view the scheduled events.
The events that are scheduled for the logged-in user will be visible in orange color.
The other connected calendar event will be visible in blue color.
This feature is available in all the views- Month, Week & Day view

Note: To know how to add another connected calendar go through the calendar section under the support page of the Email Service provider. Below provided the links of Google and Outlook, for the process of sharing the calendar with others.
1. Google:
https://support.google.com/calendar/answer/37082?hl=en
2. Outlook:
https://support.microsoft.com/en-us/office/share-an-outlook-calendar-with-other-people-353ed2c1-3ec5-449d-8c73-6931a0adab88
Once someone has shared the calendar with you, the shared calendar events associated with other calendars will show up in your calendar and represent in the Blue color.

Enhancement: May 2021

Multiple Calendar events handling

Now you can save multiple calendar events. And if you select or deselect any particular event and move to some other module, the changes that you made in the calendar will remain intact.

Duplicate Calendar events removal

Initially, whenever there was an event created, a duplicate email event was getting displayed, now that has been removed. So, now you can see only the events that are scheduled as per your calendar.

Enhancement: March 2021

Connect other Calendars

Sorted calendar events will help you manage your work more efficiently. That is why InsuredMine has added a new feature in the Calendar module to increase your productivity.

Just like Google Calendar, you can now manage the events based on colors.

Note: The parent calendar will be represented in orange and other connected events will be displayed in separate colors. You can select or deselect the email ids for connected calendar events. The events will be represented similarly in all three view patterns- month, week, and day view.

Note: Each connected calendar will have separate colors and will be represented as shown in the picture above.

You can check or uncheck the boxes to connect or disconnect other calendars. Once you uncheck any connected calendar, the events related to that calendar will no longer be visible.

Enhancement: March 2021

Email Notification for New Calendar Event

All the participants will get an email notification whenever there will be an event created via InsuredMine calendar.

How to create an event via InsuredMine Calendar?

Navigate to Calendar.
Click on the date on which you want to create the event or click on create button.
A window will open to fill in the event details- Event title, Start date, End date, and Description
Add the Guest’s Email
Click Save
You will get a notification saying: Event Saved

Once the event is saved, the guests will receive the email of the event.

Note: Similarly, events can also be created via the Add Activity section on the Deal Card.

Google Calendar View

Outlook Calendar View

Note: If you are connecting your work mail with IMAP then currently the sync is not available.

The post Calendar appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Campaign from the agent mapped to contact (exclusively for AMS360 users)

InsuredMine — Tue, 25 Apr 2023 06:43:59 +0000

Note: This feature works for only AMS360 based agency users(agents)

Sender type is the new field that we have introduced, and by default, it will select the sender’s email id that was previously in use to send email campaigns.

The user can also assign the email id of any agent, AMS 360 executive, or CSR to trigger the email campaign on their behalf.

And in case the email id of the selected assignee is not verified, then by default, the campaign will run from the agency email id.

To check the enhancement:

Navigate to Engagements
Click on create button to start creating an email campaign
Enter the mandatory fields- Campaign name, when to send, sender type, subject, and sequence
In Sender type- select Default/ Agent/ Executive/ CSR

Note: The Sender Type field is an application for all the stages that you set for an email campaign.

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Detailed Campaign Analytics

Neelima Gayathri — Thu, 20 Apr 2023 06:52:24 +0000

Update – View and Download email campaign analytics information for any stage in the campaign into excel

Use case – Efficient method to view and share details of campaign analytics.

Process:

Navigate to Engagement and click on Analytics

Select the campaign and click on the Download button at the top right corner

The excel file will be downloaded into your computer.

Note – The excel will display the following information:

Email
Time Stamp
Open Count
Open Time
Bounce Time
Bounce Type
Clicked Time
Clicked Count
Clicked URL
Unsubscribed Time
Unsubscribed URL
Complaint Time

The post Detailed Campaign Analytics appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Download List in Campaign

InsuredMine — Tue, 18 Apr 2023 19:14:20 +0000

This feature makes refining and targeting prospects over time very easy. You can quickly select to target prospects who have had certain kinds of interaction, such as open, read, clicked etc. with a previous email campaign. This will allow for continued marketing to increase the conversion ratio of successive campaigns.

The process:

Navigate to engagements
Click on the settings icon
Click on list library
Select the list you want to download
Click on 3 dots
Click on download list.

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Download the report on the text campaign\’s missed deliveries.

Nidhi mhendhiratta — Thu, 23 Mar 2023 07:57:22 +0000

Description: When a text message is not delivered, we can now check the details of the missed delivery and its reason. We can also download the report on the missed delivery.

Benefit: Knowing the specifics of a missed delivery allows communication to be managed.

Navigation –

Note – The feature is available for admin and agent.

Navigate to the Engagement module.
Go to Bulk Text and click on Analytics.

View the Text not sent section.

Note – The text Not Sent Reason column allows us to obtain more specific information about a text that was not sent, such as whether a contact has duplicate contacts, a non-valid phone number, or has unsubscribed.

Note- We have a download option available at the Text Not Sent tab where you can download an excel sheet with all the details of the unsuccessful text campaigns, including user or contact name, recipient or account name, reason not sent, send \’to\’ detail, and agent number.

Depending on the sent campaign, we can download a list of the specifics of a successful or unsuccessful message.

We can also view the Send and Not Send percentages for easier understanding.

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Send email to “Received but not clicked” Recipients- Email Campaign

InsuredMine — Mon, 20 Mar 2023 17:06:23 +0000

In this article, you will learn:

Email Campaign

Send email to “Received but not clicked” recipients in follow up email campaign stage

In the email campaign, while creating subsequent stages, the agent can now opt-in to send emails to prospects or clients who had received but not clicked the email sent in the previous stage. To learn more about email drip campaign click here

Stop/Start in email notification for agent portal and admin portal

After creating email campaigns, the agent or Admin can now manually control the email drip. Start, Stop or Pause a campaign for individual or multiple clients depending on the correspondence and response.

To Start, Stop or Pause a campaign follow the steps below

Step 1. Go to Engagement module, Click on the analytics for the campaign category.

Step 2. Find the Start, Stop or Pause buttons placed before the Action column for each client. Choose the preferred function button (Start, stop or pause) and Click Save.

Bulk Text Tags

Apply tags in the bulk text just like Emails

Target the right audience with tags for easier reference. Just like the email campaign an agent can create the bulk text with tags linked to the client portal, agent name, agency address, full name, city, state, agency phone number, app link, agent location and lots more.

Follow the steps below to add tags to bulk text:

Step 1. Goto engagement module, Click on the Create button in the bulk text section. The following screen will appear:

Step 2. Simply click on the tags to be included from the tags options on the right side.

Dashboard: Carrier and Policy Category to Show Top 3

A chart on Top 3 Carriers and Policies is now available on the dashboard. Agents get an insight into the highest performing carriers and the preferred policy data.

Go to Carrier and Policy Category chart under the Dashboard Module.
Click on the chart to find information about the highest revenues earned from carrier and maximum premiums from policies.

Pipeline Manager

Other – Quotesheet

Now agents can select “Other” category for policies while importing Quotesheet.
Select the category Others Under the Personal Tab or Commercial Tab of Import Quotesheet, if the policy category is not already mentioned in the list.

Follow the following steps to select the other category option:

Go to the expanded dealcard under the pipeline manager module. Click Edit (If quotesheet already exists) or Import Quotesheet under the Quotesheet tab on the right side.
Select the others option as shown in the image below:

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How to Stop and Restart Campaign

Anjali Kapadia — Mon, 20 Mar 2023 06:56:52 +0000

You can stop or restart any running campaigns from the email campaign section.

To view the enhancement:

Navigate to engagements
Click on analytics
Click on the drop-down arrow icon beside the email campaign that you want to stop
Click on the pause icon that is provided

Once the campaign is stopped, you will get a success notification

Once the email campaign is stopped, the restart button will appear and you can click to restart the campaign.

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Sync email campaign with AMS360

Neelima Gayathri — Wed, 15 Mar 2023 10:42:55 +0000

Now you will get the option to sync the email campaign with AMS 360 that you send to any contact.

Note: This feature is applicable for AMS360 users only.

To view the enhancement:

Navigate to Email Campaign
Click on Create
Fill in all the fields
Once you send the campaign you will get the option saying, “Do you want to sync with AMS?”
Click on yes to sync it with your AMS 360 and no in case you don’t want to sync.

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Unsubscribe link mandatory in an email campaign

Neelima Gayathri — Fri, 10 Mar 2023 06:43:05 +0000

Update – The unsubscribe link in the email body is now mandatory to send an email campaign.

Application – This change will ensure that agents do not miss out on the unsubscribe link – improving the customer experience and credibility of the agency.

Process:

Navigate to Engagement and choose Email Campaign
Click on Create, click on the checkbox for the Add Unsubscribe Link to add the unsubscribe link in the email body, and send out the email successfully.

You will notice this error message while attempting to send the email campaign without choosing to add the unsubscribe link.

Note – You may save the email in Draft without choosing the unsubscribe checkbox.

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