Information about Email and Text Automation
Introducing a new pop-up within email campaigns that automatically prompts you either to save your campaign as a draft before navigating away to create a
Enhance your email template creation process by integrating CSR tags. By selecting CSR tags, you can effortlessly retrieve relevant CSR information directly into your email
We have implemented a new workflow in our workflow automation called ‘Lost Account.’ This automation functions by triggering notifications to accounts regarding inactive policies with
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
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
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
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
In this article, you will learn: Text templates & folders How to use Text templates? Text templates & folders Within the InsuredMine Agency Portal’s Engagement
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
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
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
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
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