Email Management Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Failed “Sent Email” tracking list

Arshad Hussain — Thu, 26 Jun 2025 05:43:24 +0000

Release Date: June 18, 2025

We have enhanced the Work Email section by introducing a new “Track Your Failed Emails” feature. By clicking on this option, you can view a list of all emails that failed to send. Each failed email includes a three-dot menu on the right-hand side, offering two options: View Email and Resend.

Selecting View Email allows you to see the detailed content of the email.
Choosing Resend will reattempt to send the failed email. .

Use Case:-

The “Track Your Failed Emails” feature allows users to easily identify, review, and resend undelivered emails to ensure effective communication.

To View the Enhancement:-

Navigate to the Work Email “Track Your Failed Emails” section to view a list of all emails that failed to send.

Click the three-dot menu on the right side of any failed email to access two options: View Email and Resend.

Selecting View Email allows you to view the full content of the failed email.

Choosing Resend will reattempt sending the email, after which it will appear in the “Track Your Sent Emails” section and under the communication tab.

The post Failed “Sent Email” tracking list appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Insuredmine G Suite Version Update (Personal Gmail, Email, Calendar & Scheduler)

Avinash Barik — Mon, 10 Feb 2025 13:31:50 +0000

Release Date: February 6, 2025

With our latest enhancement, we’ve recently upgraded to a new Email API version to ensure optimal performance for your email, calendar, and scheduling services. With this update, scheduler links have been updated to a new format that you should take note of.

Use Case: Latest version for the Email API will result in faster response times and more reliable scheduling services, significantly enhancing overall user satisfaction.

Note: If you already have scheduler links and used them in the emails, signatures, campaigns, etc, please copy the new link and update it wherever you’re using the old scheduler link or have added the old scheduler URL, you’ll need to replace it with the new link and update in all the places where the old link was shared or embedded.

But, if you’re using scheduler tags in templates, signatures, campaigns, pipeline automation, or SCD, no changes are necessary within InsuredMine. The updated scheduler tags will be automatically retrieved and will continue to function as expected.

Why It's Important?:

The new scheduler link in v3 API offers improved performance. Using the updated link ensures that agents benefit from the latest updates and functionalities.
Keeping all links updated will maintain consistency across platforms, preventing any confusion for clients or users trying to access the scheduler.
Using the old links may lead to errors or issues that can affect scheduling efficiency and client interactions.

What Agents Need to Do?

1.Copy the New Link: Agents must access the new version of the scheduler and copy the updated link provided.

2. Update Existing Links: Review all previous instances where the old scheduler link was used this includes emails, websites, and any other platforms and replace them with the new link.

3. Test the New Link: After updating, it’s important to test the new links to ensure they function correctly and provide the expected user experience.

What has been Changed?

A new and more improved UI for creating scheduler links.

Old Format Scheduler Page (UI):

New Format Scheduler Page (UI):

How to Generate a Scheduler Link?

Navigate to the Calender Module.
Then, click on Scheduler.

A pop-up window will appear, allowing you to create and manage Scheduler Links to easily share your real-time calendar availability with prospects and clients.
If you have no scheduled events available on the scheduler page as shown in the above image, click to ‘Create New.’

Add the Event Information details such as Title, Duration, Meeting or Location.
Then click, Create.

You will be redirected to the next page, where you can fill in any additional details if needed.
Click Save Changes.
After saving, the created scheduler list will be visible on this page.

The created scheduler is listed as shown in the image above. Click the three dots and select Preview to review it.

Once you click on Preview, you will see the date and time, which you can send to the client for booking based on their availability.

How to Copy New Scheduler Links and

Next, once you have scheduled the event on the page, copy the scheduler link to share it.
Copy the new link and update it wherever you’re using the old scheduler link or have added the old scheduler URL, you’ll need to replace it with the new link and update in all the places where the old link was shared or embedded.

After you have shared the link, the client will need to click on it and book a meeting based on their availability, as shown above.

Next, they need to enter the name, email, and any guest details if any, then click “Book Now.”

An email confirmation will be received at the provided email address, which can later be canceled or rescheduled based on availability and preferences.

The post Insuredmine G Suite Version Update (Personal Gmail, Email, Calendar & Scheduler) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Work Email Track Email Changes in Delivery Time

Avinash Barik — Mon, 02 Dec 2024 12:32:05 +0000

Now you will be able to track the exact delivery time and date of an email that was scheduled to send within the workemail.

Use Case: Easily track scheduled emails with precise delivery date and time, improving accountability and ensuring timely communication.

Note: If you have scheduled the Email from anywhere within the portal, you will be able to track the delivery time within ‘Track Your Sent Emails.’

To View the Enhancement:

Navigate to the Work Email.
Then, click on Compose.

Fill in the details such as the body and subject of the email.
Then, click on ‘Schedule Send.’

Please specify the date and time you’d like the email to be scheduled and sent.
Then, click on Schedule Send.

You will then get a Success Notification: ‘Email Sent Successfully.’

Next, track your scheduled emails by clicking on ‘Track your sent emails’

In the ‘Sent’ column of the work email, the displayed time will reflect the scheduled time when the email was sent.

The post Work Email Track Email Changes in Delivery Time appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Delete Email from work email

Anjali Kapadia — Mon, 27 Feb 2023 09:41:30 +0000

You can now delete/recover emails from your work emails in InsuredMine Trash Folder

To view the enhancement:

Navigate to work email.
Select an email and click on 3 dots
Click on delete
You will get a notification saying email moved to trash.

Navigate to trash
Click to open the email that has been moved here

Click to move to folder and select the folder

Once done you will get a notification saying:

The post Delete Email from work email appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Delete restricted emails

Nidhi mhendhiratta — Sat, 25 Feb 2023 12:12:18 +0000

Description: Important folder emails can now be deleted.

Benefit: Outdated emails that were significant at various points in time can be deleted when no longer required.

Process:

Navigate to the Work Email Module.

Navigate the Important folder.

Select mail by selecting the checkbox. Click on the Delete icon. The selected email will be deleted.

Note: You can delete multiple emails by checking the boxes next to each one.

The post Delete restricted emails appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Move emails to the folder

Nidhi mhendhiratta — Fri, 27 Jan 2023 11:03:33 +0000

Description – Move work emails to a specific folder of your choice.

Use Case – Important emails can be managed by segregating emails into folders.

Process –

Navigate to the Work Email module.
Choose the email you want to move and click on Move to folder on the right-hand pane.

Select the folder where you want to add the selected emails.

A confirmation message will pop up.

Note – You can access the email by accessing the folder where the email was moved.

The post Move emails to the folder appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.