bulk text Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 13:28:00 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico bulk text Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 How to Stop & restart a bulk text campaign? https://www.insuredmine.com/knowledge-base/how-to-stop-restart-a-bulk-text-campaign/ Wed, 20 Sep 2023 09:48:08 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=21418 Bulk text campaigns can be stopped or restarted at any stage of a running campaign. To view the enhancement: Navigate to Engagements Click on analytics under Bulk Text /*! elementor – v3.14.0 – 14-06-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Click on the arrow beside the bulk text campaign that you want to stop Select […]

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Bulk text campaigns can be stopped or restarted at any stage of a running campaign.

To view the enhancement:

  • Navigate to Engagements

  • Click on analytics under Bulk Text

  • Click on the arrow beside the bulk text campaign that you want to stop

  • Select the stage which you want to stop

  • Click on the stop icon under the action tab

  • You will get a message saying: Campaign stopped successfully.

 

 

  • To resume the campaign, click on Restart campaign icon

  • You will get a message saying: Campaign restarted successfully.

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]]> Text generation using AI https://www.insuredmine.com/knowledge-base/text-generation-using-artificial-intelligence/ Fri, 01 Sep 2023 07:09:30 +0000 https://www.insuredmine.com/knowledge-base/text-generation-using-artificial-intelligence/ Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns. Benefit: It is easy to draft captivating text using AI based on the tone required for text created in various modules. You can now transform the content by making it user-friendly. Navigation – Note – The  […]

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Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns.

Benefit: It is easy to draft captivating text using AI based on the tone required for text created in various modules. You can now transform the content by making it user-friendly.

Navigation – 

Note – The  Transform Text using AI Icon implementation is in the Account, Contact, and Engagement module for Adding/Editing notes, sending text and emails, bulk text, SCD, and the email campaign sections

  • Navigate to the Account module. Click on an account to go to Account 360.
  • Next, click on the Communication section.  
  • Click on Send Email.
  • Write content that needs to be revised. Then, click on the Transform Text using AI Icon present.
  • Four options will be displayed. Select the choice that best fits the situation depending on the text\’s tone. 
  • When the Expand button is clicked, the selected text is reframed as the following content. Similarly, Text will be regenerated based on the button clicked, i.e., Rephrase, Make more formal, and Make more friendly.
  • Click on the option of your choice; it will generate or draft a text message for you.

 

  • The Transform Text using AI icon is also present in the Notes section. Click on Add Note. Additionally, Transcribe icon is also present to translate text to speech. You can perform actions like expand, translate to English, etc. features for the generated text.

  • When you click the transcribe icon, a message will appear.

 

  • Once the text has been written, click on the transcribe icon. A message will appear on the screen.

 

  • You can use the Transform Text using AI icon for reframing the text.

Note: Additionally, the Transform Text using the AI icon can help rephrase text in the notes and communication sections of Contact 360 in the Contact module, similar to the account module.

 

For the Engagement module, 

 

  • The Transform Text using the AI icon appears when creating a Bulk Text campaign.

 

  • The Transform Text using  AI icon also appears when creating a Single contact drip and Email campaigns section.

For the Pipeline module,

 

  • The Transform Text using the AI icon appears when you email a deal card through the deal board.

 

  • You can use the Transcribe icon and Transform Text using the AI icon to add notes for the deal card in the deal board.

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]]> Download the report on the text campaign\’s missed deliveries.  https://www.insuredmine.com/knowledge-base/download-the-report-on-the-text-campaigns-missed-deliveries/ Thu, 23 Mar 2023 07:57:22 +0000 https://www.insuredmine.com/knowledge-base/download-the-report-on-the-text-campaigns-missed-deliveries/ Description: When a text message is not delivered, we can now check the details of the missed delivery and its reason. We can also download the report on the missed delivery. Benefit: Knowing the specifics of a missed delivery allows communication to be managed. Navigation –  Note – The feature is available for admin and […]

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Description: When a text message is not delivered, we can now check the details of the missed delivery and its reason. We can also download the report on the missed delivery. 

Benefit: Knowing the specifics of a missed delivery allows communication to be managed.

Navigation – 

Note – The feature is available for admin and agent.

  • Navigate to the Engagement module.
  • Go to Bulk Text and click on Analytics.
  • View the Text not sent section.

Note – The text Not Sent Reason column allows us to obtain more specific information about a text that was not sent, such as whether a contact has duplicate contacts, a non-valid phone number, or has unsubscribed.

Note-   We have a download option available at the Text Not Sent tab where you can download an excel sheet with all the details of the unsuccessful text campaigns, including user or contact name, recipient or account name, reason not sent, send \’to\’ detail, and agent number.

  • Depending on the sent campaign, we can download a list of the specifics of a successful or unsuccessful message.
  • We can also view the Send and Not Send percentages for easier understanding.

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