Admin Created by Template Handling
Previously, there was ambiguity when navigating to another agent’s account and creating a template, as it was unclear where the template originated and how it
Template Management
Information about Template Management
CSR Name, CSR email, CSR phone Tag in WF, Pipeline, SCD, campaigns
CSR Name, Email, Phone Tag for Workflow, Pipeline, SCD & Email Campaigns InsuredMine has recently added new tags to enhance user experience in Workflow automation,
Preview Text in Workflow Automation, Pipeline Automation, SCD, Email Campaign
We’ve added a preview text feature for email campaigns, workflow automation, pipeline automation, and Single Contact Drip. To view the enhancement: Add any text you
Share Sent Email Campaign Template
Now you can easily share your email campaign template directly on social media platforms like LinkedIn and Twitter. This allows you to promote and run
Common tags in template builder editor
In this article, you will learn: Updated tags in Template Builder Nick name and Salutation tag Common tags will help you to make your work
Edit Templates in Template Builder
As a marketer, you are expected to roll out meaningful content with effective visual appeal. Earlier you could just create customized templates using a template
Email – Templates 101
In this article, you will learn: How to access Email Templates? How to edit a Template? How to Use the Email Template? How to add
Independence Day (July 4th) Email Template
A new email template for Fourth of July has been created in Template Builder. You can send 4th of July messages to any client/ leads
List of Templates
We are working everyday to make it easy and convenient for producers and CSR to engage with your clients. We have created a repository of
Memorial Day Template in Template Builder
A new email template for Memorial Day has been created in Template Builder. You can send Memorial Day messages to any client/ leads of your
New template in Template Builder- Mother’s day
A new email template for Mother’s Day has been created in Template Builder. You can send Mother’s Day messages to any client/ leads of your
Preview option in Template Builder
Introducing a Preview option in the Template builder. Now you can not only build your templates but also preview them just in a click. No
