Email Campaign- Unsubscribe Marketing and Transactional Email
Enhance your email campaigns by incorporating an unsubscribe feature for both marketing and transactional emails. Use case: This option allows users to easily manage their
Email and Text Automation
Information about Email and Text Automation
Texting 101
In this article, you will learn: 1. Overview A. Click on the Add icon from the top of the Dashboard screen B. Click on the
Text Message (Inbox)
In this article, you will learn: Text Messaging – Open/Close Chat How to close or open chat? How to filter the chat based on chat
Text Template
In this article, you will learn: How to set a Text Template? How to use the text template to send text messages? Now sending text
Text templates
In this article, you will learn: Text templates & folders How to use Text templates? Text templates & folders Within the InsuredMine Agency Portal’s Engagement
Bad emails
In this article, you will learn: Downloadable list of bad emails Bad emails undermine your marketing efforts. The Bounce rate, click-through rate, unsubscribe rate rise
vCard/ VCF tag (Virtual Contact File) in texting and email
In this article, you will learn: The process to use vCard tag to send any contact information: VCF (Virtual Contact File) or vCard, is a
Dealcard Tag in Email Reminder (Trigger- Automation, SCD)
Use case: If you are sending an email notification to agents via Single Contact Drip or automation, you can add a deal card tag. The result
Automate Email or Text
You can now automate email or text messages for the following events so that your clients get notified timely: Birthday Policy Renewal Referral Requests 65th
Bulk Texting Draft
While creating a bulk text you can save it as a draft  To view the enhancement: Navigate to Engagement Click on Create under Bulk
Default signature for work email
Agents can now select a signature for tags and/or set them for work email only. So, whenever there will be an email from their end,
Email Campaign
In this article, you will learn: How to start a Drip Campaign? Skip weekend in email campaigns Reply to – option in email campaigns Include
