Create contact and/or Deal Card from an Email Campaign

Anjali Kapadia — Thu, 23 Mar 2023 10:14:53 +0000

In the Engagement Module, you can create a list from your contacts in InsuredMine or by uploading a list of contacts. When the list is created via an uploaded CSV file, the contacts are not stored in your InsuredMine Account. Now, you can add the contacts and create deal cards to InsuredMine from an email campaign created with a CSV.

To view the enhancement:

Navigate to the engagement section
Click on analytics under email campaign
Scroll down and click to view the detailed analytics of the campaign sent using the uploaded list.
Click the campaign to see the expanded view

Beside each contact name, you will find the option to add contact and add pipeline card

When adding a contact, the name and email will be pre-populated and while adding the deal card, in case the contact is not created, it will create the contact while adding the deal card. If the contact already exists it will create a deal card in the pipelines. If the contact has already been created, you will get the option to add a pipeline card.

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Create contact and/or Deal Card from an Email Campaign