Filters in workflow automation
In this article, you will learn: The process to apply filters while setting workflow automation: Now you can set filters to segregate the clients or
Automation
New Policy trigger in workflow automation
InsuredMine issues automated workflows that trigger email/text after a new policy. If the New Policy trigger is enabled, the system will notify clients of any
Automation Tags added for Nickname and First Name of Contact
Description – Agents can now use the nickname or first name tag in the pipeline automation, campaigns, or templates. Use Case – Easier to send
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:
To section in the Email and Text automation in Pipeline
Update – The email and text stages in the automation now have the option to send the communication to “other email/contact number” apart from the
Workflow: Edit workflow for all agents
Managing the workflow process for your agents through our CRM portal has been made easy! Admin/manager will now be able to edit workflows for all
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
Single Contact Drip
In this article, you will learn: How to create a Single Contact Drip (SCD)? Assigning agents in Single Contact Drip Assign SCD to contact in
Automation: Google Reviews
In this article, you will learn: Workflow Details Designing the workflow Clients can provide Google Reviews directly from the email How can you check the
Ringless voicemail
In this article, you will learn: To setup integrations: How to send Ringless voicemail drop messages manually How to send voicedrop via Workflow To track
Welcome Clients: Automation
In this article, you will learn: Workflow Details Designing the workflow Never miss out on an opportunity to celebrate your customers! Welcome triggered emails are
Engagement: Automation
Engagement automation is provided to set up automated communication via email/text for the agency contacts (prospects/clients) based on triggers like date, actions or events. There
