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Engagement
Email marketing, Drip campaigns, Automation, Bulk Text and Inbox
Text generation using AI
Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns. Benefit: It is easy to draft
Contact Automation Handling in Forms.
Description: If tags are added to a newly created contact using a form, and those tags have any automation, the automation will be triggered for
Download the report on the text campaign\’s missed deliveries.
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
Single Contact Drip tab in Accounts.
Description: Single-contact drips can be assigned to accounts in Account 360. UseCase: Assigning Single Contact Drips to Accounts is simple to trigger. Navigation: Navigate to
Subcategory filter in workflow automation – HawkSoft
Description- Policy subcategories can be added under the workflow automation. Subcategories are populated from the Hawksoft agency. Subcategories are available in all the policy options,
Status, Sub-status, transaction date handling for Policy Status Change Automation – HawkSoft
Description- Addition and customization of Status, sub-status, and transaction date handling for Policy Status Change Automation workflow. Use case– Easier and more convenient customization in
CSR handling for Nowcerts in an Email campaign
Description- CSR email has been added as a sender in the drop-down of “From Section” in Nowcerts agency while creating email campaigns. An email will
Add SCD to the list created
Description – Single Contact Drip can be assigned to a list as well as to single or multiple contacts at the same time. Use case-
Logs in Workflow Automation
Description – View and track logs of any automation under the engagement. Use Case – Admins can now track and analyze agents’ changes to any
Detailed Campaign Analytics
Update – View and Download email campaign analytics information for any stage in the campaign into excel Use case – Efficient method to view and
Custom fields as automation Tag
Update – Contact Custom fields are available as tags Use case – Easier for Agents to auto-populate custom fields data of the contact Process:
Add sender email through Settings for use in Engagement
Update – Senders List option has been added to the settings. You may add the sender’s email list for engagement from here. Use case –
