If you navigate to Engagement and click on List, you will get the option to select an insurance type.

Lead Source tags have been introduced that can be used while creating any template. These tags can be used while creating a single contact drip, email campaign, bulk text, pipeline automation, and workflow automation. Add the tags to insert the particular Lead source, Lead Source Email, and Lead Source phone number while sending an automated email or text.  

• Lead Source- {{Lead Source}}
• Lead Source Email- {{Lead Source Email}}
• Lead Source Phone- {{Lead Source Phone}}

Now you can create a list in the engagement section for a particular city in a state. To have a list of the contacts of a specific city within a state, you need to:

· Navigate to Engagement

· Click on Lists

· Scroll down to select the state from which you want to view the contact

The contacts with the selected city and state mentioned will be visible in the list. If a client or contact with an address of the selected city and state is having either an email id or phone number or both will be visible in the list.

Extending a warm welcome to a client is essential for establishing a good connection. Understanding your relationship with client InsuredMine helps build automated response through multi messaging channels for enhanced value and experience. Welcome client workflow enables you to present an impressive introduction, product feature details, general faq troubleshoots to the client and lots more.

Receive a Notification User list mail 3 days prior to the trigger date of welcome: Before the welcome workflow triggers for your users, you will receive an email confirming the user list and intended actions. Just in case you need to add some specifications or documentation along with the welcome mail or pause or delay the trigger for some clients, you can resume control of the campaign and make edits and proceed.

Note: In case the trigger date is set for less than 3 days, you will instantly receive email notification of the user list for the welcome workflow trigger on data refresh.

Mode – Both – Email and Sms to be triggered for the same day.- dynamic : Email and Sms both can be triggered for the same day by creating one stage for email and another stage for text message both set for the same days. There is no lapse of 3 days set on it. You can set the trigger of welcome workflow on the same day as the contact becomes a policyholder now.

Still looking to know more about workflow automation. Click here!

A list can be created by just filtering out only your FEMALE clients.

To create a list, follow the steps below.

1. Go to Dashboard and then go to Clients by Gender widget.