Template Management Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/template-management/ Mon, 13 Oct 2025 12:27:58 +0000 en-US hourly 1 https://wordpress.org/?v=7.1 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Template Management Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/template-management/ 32 32 Add Date Filter Option in Template Analytics https://www.insuredmine.com/knowledge-base/add-date-filter-option-in-template-analytics/ Sat, 11 Oct 2025 12:41:57 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=48008 Release Date : 11th October 2025 We have introduced a new enhancement under the Engagement module in the Templates section. A Date Filter option is now available in Template Analytics, allowing users to filter data by a specific date range. Use Case: This feature helps clients to find template analytics for a specific date and […]

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Release Date : 11th October 2025

We have introduced a new enhancement under the Engagement module in the Templates section. A Date Filter option is now available in Template Analytics, allowing users to filter data by a specific date range.

Use Case: This feature helps clients to find template analytics for a specific date and makes it easier to track performance.

To View the enhancement:

  • Navigate to Engagement
  • Click on Templates
  • You will be redirected to Engagement > Email Templates page
  • Select the preferred Templates 
  • Click on Action > three dots
  • From the dropdown, click on Analytics

Click on the Date Filter and select a Date Range from the dropdown to view analytics for the selected email template.

As shown below, from the dropdown select Custom Range to view analytics for the selected email template.

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]]> Unsubscribe and Complaint in Template Analytics https://www.insuredmine.com/knowledge-base/unsubscribe-and-complaint-in-template-analytics/ Sat, 11 Oct 2025 11:12:05 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=47984 Release Date : 11th October 2025     We have introduced a new enhancement under the Engagement module → Templates section. A new Unsubscribe and Complaint section has been added in Template Analytics. You can now view your email template data based on Unsubscribe and Complaint metrics. Use Case: This feature helps users monitor how […]

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Release Date : 11th October 2025

   

We have introduced a new enhancement under the Engagement module → Templates section. A new Unsubscribe and Complaint section has been added in Template Analytics. You can now view your email template data based on Unsubscribe and Complaint metrics.

Use Case: This feature helps users monitor how recipients engage with their email templates by tracking unsubscribe and complaint rates. It provides valuable insights to improve email performance, reduce opt-outs, and maintain better communication practices.

To View the enhancement:

  • Navigate to Engagement
  • Click on Templates
  • You will be redirected to Engagement > Email Templates page
  • Select the preferred Templates 
  • Click on Action > three dots
  • From the dropdown, click on Analytics

Two new sections, Unsubscribed and Complaint, have been added to Template Analytics.

As shown below, click on Unsubscribe to view the details of the users who unsubscribed.

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]]> Admin should have the access to all the templates created by agents https://www.insuredmine.com/knowledge-base/admin-should-have-the-access-to-all-the-templates-created-by-agents/ Mon, 25 Aug 2025 10:36:31 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=47474 We have introduced a new enhancement for Admins in the Engagement Module under the Templates section. With this update, Admins now have access to view and manage all templates created by their agents. This ensures better visibility, consistency, and centralized control over communication templates within the organization. Use Case: Suppose an Admin wants to ensure […]

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We have introduced a new enhancement for Admins in the Engagement Module under the Templates section. With this update, Admins now have access to view and manage all templates created by their agents. This ensures better visibility, consistency, and centralized control over communication templates within the organization.

Use Case: Suppose an Admin wants to ensure that agents are using standardized templates for email campaigns or client communication. Previously, the Admin had  no visibility into templates created by individual agents. 

With this enhancement, the Admin can now view the templates created for communication, ensuring compliance with organizational communication standards.

To View the Enhancement:

  • Navigate to Engagement
  • Click on Templates

You will be redirected to the Engagement>Email Templates.

From the Agent dropdown select the preferred agent, whose template you want to view.

You can preview all the templates of the selected Agent.

As shown below, Admin also have the options to Edit, Send to Myself, Share, Copy and more for the agent templates.

Note: This feature is applicable for only the admin.Agents don’t have these options.

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]]> Template Analytics – Sent, Open, Click, Bounce and Spam https://www.insuredmine.com/knowledge-base/template-analytics-sent-open-click-bounce-and-spam/ Mon, 03 Feb 2025 09:11:02 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=44512 Feature release Date: February 1st, 2025​ With the latest enhancement, you can now track detailed performance metrics for your email templates while sending an email campaign. Whatever template you choose to use and send, the templates performance will be monitored based on user actions. You’ll get to access key statistics of the templates, including Sent, […]

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Feature release Date: February 1st, 2025​

With the latest enhancement, you can now track detailed performance metrics for your email templates while sending an email campaign. Whatever template you choose to use and send, the templates performance will be monitored based on user actions. You’ll get to access key statistics of the templates, including Sent, Opened, Clicked, Bounced, and Marked-as-Spam emails. Additionally, you can download comprehensive reports for deeper analysis and actionable insights.

Note: Template analytics will only work when actions are triggered via email, such as SCD, Pipeline Automation, Workflow Automation, and Email Campaigns.

Use Case: View user actions on templates with detailed statistics such as Sent, Opened, Clicked, Bounced, and more.

To View the Enhancement:
  • Navigate to the Engagement module.
  • Click on the Templates section.
  • Next, click on the (…) action button, and from the dropdown menu, select ‘Analytics.’
  • You will be able to view the count and detailed overview of statistics for each template, including the number of contacts to whom you have sent the template, as well as the metrics for Opened, Clicked, and Bounced.
  • You will also be able to download those reports by clicking on the download Option.

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]]> Admin Created by Template Handling https://www.insuredmine.com/knowledge-base/admin-created-by-template-handling/ Wed, 13 Mar 2024 09:47:24 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=36859 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 was shared. Now, the creator’s name will be visibly listed under “created by,” along with the recipients under “shared with,” offering clear insight into the template’s authorship and distribution. Use […]

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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 was shared. Now, the creator’s name will be visibly listed under “created by,” along with the recipients under “shared with,” offering clear insight into the template’s authorship and distribution.

Use Case: Now see who created templates and who they have shared with for better clarity.

To View the Enhancement:

  • Navigate to the Engagement Module.
  • Then click on the Templates section.
  • Now, the name of the individual who created the template as well as the recipients who it was shared with, will be readily visible under ‘Created By‘ and ‘Shared With‘ respectively. Simply hover over the agent’s name to access this information.

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]]> CSR Name, CSR email, CSR phone Tag in WF, Pipeline, SCD, campaigns https://www.insuredmine.com/knowledge-base/csr-name-csr-email-csr-phone-tag-in-wf-pipeline-scd-campaigns/ Fri, 02 Feb 2024 11:10:40 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=35997 CSR Name, Email, Phone Tag for Workflow, Pipeline, SCD & Email Campaigns InsuredMine has recently added new tags to enhance user experience in Workflow automation, Pipeline, SCD, and Email Campaigns. The new tags include CSR Name, CSR Email, and CSR Phone, and they can be easily incorporated into the relevant areas where tags are applicable. […]

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CSR Name, Email, Phone Tag for Workflow, Pipeline, SCD & Email Campaigns

InsuredMine has recently added new tags to enhance user experience in Workflow automation, Pipeline, SCD, and Email Campaigns. The new tags include CSR Name, CSR Email, and CSR Phone, and they can be easily incorporated into the relevant areas where tags are applicable.

To view the enhancement:

  • Simply look for CSR Name, CSR Email & CSR Phone in the tags section and add these to your respective workflow.

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]]> Preview Text in Workflow Automation, Pipeline Automation, SCD, Email Campaign https://www.insuredmine.com/knowledge-base/preview-text-in-workflow-automation-pipeline-automation-scd-email-campaign/ Fri, 02 Feb 2024 07:44:39 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=35874 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 want to preview within the email. Within Workflow automation, you will also have the option to preview text. For instance, we’re adding preview text to Workflow automation Then, click on […]

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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 want to preview within the email.
  • Within Workflow automation, you will also have the option to preview text. For instance, we’re adding preview text to Workflow automation
  • Then, click on Update.
  • Once the automation is triggered, you will receive an email, and you can preview the body of the text that was added in the stage of the workflow automation.

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]]> Share Sent Email Campaign Template https://www.insuredmine.com/knowledge-base/share-sent-email-campaign-template/ Fri, 02 Feb 2024 07:26:54 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=35864 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 your campaigns more effectively. To view the enhancement: Access the engagement module. Choose an active email campaign that you wish to directly promote on social media. Click on the three […]

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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 your campaigns more effectively.

To view the enhancement:

  • Access the engagement module.
  • Choose an active email campaign that you wish to directly promote on social media.
  • Click on the three dots icon and opt for the “Share” option.
  • You can also click on any specific campaign, and within it, you can directly share.
  • On clicking share, you will receive a pop-up asking you to copy the link.
  • Copy and paste the link to view or share your campaign on social media.

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]]> Common tags in template builder editor https://www.insuredmine.com/knowledge-base/common-tags-in-template-builder-editor/ Mon, 28 Mar 2022 05:37:45 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5259 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 easy! Common tags will help you add automated fields in your templates. Now the agents will not have to add information like company name, email address, phone number, client name, […]

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In this article, you will learn:

Common tags will help you to make your work easy! Common tags will help you add automated fields in your templates. Now the agents will not have to add information like company name, email address, phone number, client name, etc., manually while sending templates in any email.

Follow the steps below to add tags in the templates.

1. Select the template you want to edit and click on the text builder section.

2. Click on the Merge tags option.

3. Select the tags you want to add to the template and it will appear in the editor section.

4. Click on the Save button to save the template.


Enhancement – January 2021

Updated tags in Template Builder

Now you can easily insert tags while creating a template. Now there are many more tags than before and you can use this to hyper customize the communication. To check the enhancement:
  • Navigate to Engagement
  • Click on Email Template Builder
  • Click on text to get merge tag option in the header
  • Use the tags to create the template of your choice.
  • Click on save

Once you use this template while sending the email, the value of the tags will be visible.

Enhancement – February 2021

Nick name and Salutation tag

Nick name and salutation tags are now added in the tag section. You can add these tags in add/edit template, create automation, email campaign, SCDs, bulk text, and workflows.

This feature helps in faster communication. These kinds of tags help to save time while forming an email/ text message or creating automation.

To check the enhancement:

  • Navigate to Pipelines 
  • Click on the gear icon (action)
  • Click on Automation
  • Click on Add Automation
  • Click on Tags
  • Select the tag – Nickname, Salutation- {{Salutation}} {{Nick Name}}

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]]> Edit Templates in Template Builder https://www.insuredmine.com/knowledge-base/edit-templates-in-template-builder/ Fri, 25 Mar 2022 04:37:04 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5176 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 builder and after saving them in template folder editing options were limited. Now you can edit back the same template using the Edit Template in Template Builder option in templates […]

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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 builder and after saving them in template folder editing options were limited. Now you can edit back the same template using the Edit Template in Template Builder option in templates widget.

Follow the following steps to edit the template in Builder :

  1. Go to Engagement module, then click on Templates
  2. Click on the 3 dots action button, for the template you created earlier using a template builder (as mentioned in the image below).
  3. Select the Edit template in the Builder option to make the required changes to the selected template.

You can edit only those templates in template builder that was previously created in Template builder.

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]]> Email – Templates 101 https://www.insuredmine.com/knowledge-base/email-templates-101/ Wed, 23 Mar 2022 13:24:21 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=4867 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 a Template manually? How to Add a folder? How to Share Email Templates? How to Copy a Template? How to Send a Template to yourself? How will an agent get […]

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In this article, you will learn:

Accessing and managing email templates is easy within the Engagement module with insuredmine. The process involves navigating through the Left Navigation Bar, selecting the Templates box, and exploring various functionalities for template creation, editing, sharing, and more.

Use Case: Cut down the time spent on crafting individual emails by using pre-designed templates.

How to access Email Templates?

  • Click on the Engagement module from the Left Navigation Bar and then select the Templates box from the bottom of the page.
  • Here all the folders are displayed on the left panel. If you click on any folder all the templates in the folder will open on the right. The search option is provided at 2 places, one at left side and another on the top right.

How to Access a  Email Template

  • Click on the Engagement module from the Left Navigation Bar and then select the Templates box from the bottom of the page.
  • The next Screen displays all folders with Email Templates. On this page, you can edit,, delete or add any new templates that can be used in Email Campaigns, Automation, or Work Email.

How to edit a Template?

To edit an email template, select the template you want to edit.

  • Click on the 3-dots icon on the right side.
  • Click on option Edit and it will open up the editing page for the template.
  • A minimized window will now appear from the right, edit the template and then click on Update.

How to Use the Email Template?

  • Email templates can be used  while sending an email.
  • Click on the Engagement module and then click on Create on Email campaigns. 
  • Select a specific email template from the drop-down menu.

How to Add a Template manually?

  • Go to Engagement and click Templates.
  • Click Add template.
  • In the pop-up,Select  a starting point for your template template type ( Drag & Drop Builder, Text Editor or HTML import)
  • Add Template Title,Subject and email body content that you want to templatize.
  • Click Submit.

How to Add a folder?

  • Go to Engagement and click Templates.
  • Click Add Folder on the left side.
  • In the Add Folder pop-up, type the folder name and click Save. The added folder can be seen on the left window panel.

How to Share Email Templates

You can create and share email templates with other team members within the Agency.

  • Go to Engagement from the left navigation bar and then click on Templates at the lower section of the page.
  • Select the template you want to share.
  • Click on the ellipses (…) and select the share feature.
  • Select all Agency members or individuals with whom you wish to share this template from the sidebar screen.

Note: Shared templates will then be visible within the Template folder of the Engagement module for the selected user.

How to Copy a Template?

Follow the steps below to copy email templates:

  • Go to Engagement from the left navigation bar and then click on Templates at the lower section of the page.
  • Click on the ellipses (…).
  • Navigate to the template you want to copy.

How to Send a Template to yourself?

It’s always a good idea to double-check the templates to ensure they appear the way you want them to. You may email a template to yourself to do this. When you’re finished, you may either continue and save or go ahead and make the necessary changes.

  • Go to Engagement from the left navigation bar and then click on Templates at the lower section of the page.
  • Click on the ellipses (…) and select Send to Myself.
  • Navigate to the template you want to send to yourself.

How will an agent get the Template Notification?

When an agent shares a template, it is not only added to their engagement template list, but they also receive an email notice about the shared template. The template notice includes the title of the template as well as its location in your system. The following is an example of a notification.

Agency folder for the templates

  • A template that was created inside this Agency Folder will be accessible to all of the agency’s agents.
  • You can find a new folder, Agency Folder in the template area.
  • Any agent of the agency may alter this template, and the updated format will be available to all other agents of the agency.
  • You may also go through the logs to find out who and when updated the templates.

To view the logs:

  • Navigate to the Engagement module  and then click on Templates.
  • Select the Agency folder.
  • Click on the 3 ellipses (…) under the action section, beside the particular template for which you want to see the log.
  • Click on logs to view the details of who has updated the log and on which date.

 

Share Email Templates with other agents and others outside your organization

You can now share email templates with other agents and others outside your organization.

To view the enhancement:

  • Navigate to the engagement module and then click on templates.
  • Select a template and click on 3 dots and select send to more options.
  • A minimized window will now appear,  You can also select multiple agents to send emails.
  • Click to send the template.
  • You will get a notification saying: Email sent successfully.

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]]> Independence Day (July 4th) Email Template https://www.insuredmine.com/knowledge-base/independence-day-july-4th-email-template/ Sun, 20 Mar 2022 08:40:35 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5488 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 of your choice. To see the template Navigate to Engagement Click on Email Template Builder Click on Choose template Scroll down to choose the Independence Day template Edit the template […]

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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 of your choice.

To see the template

  • Edit the template as required.
  • Click on save to save the template
  • Once saved you will get a notification for a successful saving of the template.
  • Navigate to the Email template folder
  • Select the Independence Day template that you have saved
  • Click on the 3 dots
  • Now you can select either Share, Edit, Move, Copy, or Send to Myself

Step by Step instruction – https://docs.google.com/document/d/188dOtcceC_yGJBU9SmWiEXOJcFhgbP3qHiIgWBeEzZc/edit?usp=sharing

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