attachments Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Embedding video in your email

InsuredMine — Sun, 10 Sep 2023 04:14:06 +0000

2. Add a video from your computer by clicking on the browse icon.

3. Make sure you select the All Files option while selecting the video.

4. A video link will be created for the inserted video.

5. You can right-click on the video link and select Open Link if you want to confirm you have inserted the correct video. Otherwise, the link is ready to go and you can send your email.

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Creating a list with female filter

InsuredMine — Thu, 05 Mar 2020 04:18:13 +0000

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

To create a list, follow the steps below.

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

2. Click on Female section.

3. This will redirect you to the the Directory with data in regards to the list of female clients. Click on Settings and then save the data as Report.

4. To assign that list fro email campaigns, go to the Report section from the navigation bar and click on Saved Report.

5. Select a run time and move report to the List Library

6. Give the report a Name and click Save.

7. Then go to Engagement section and the click on Create from Email Campaign tab.

8. Select the saved list and schedule your Campaign.

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Attach files in text editor for email

InsuredMine — Fri, 11 Oct 2019 19:16:13 +0000

Our email system now allows attachments of files. This is a basic, but integral component of a useful email system.

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