Add and upload contacts

InsuredMine — Wed, 30 Aug 2023 11:50:47 +0000

In this article, you will learn:

To add a new client, prospect, or just a carrier contact you can leverage the Contacts navigation tab.

Contacts fall under five different categories, including Active customers, Inactive Customers, Prospects, Others, and Leads. These can be selected individually or all together from the individual tabs on the top of the screen.

To add multiple contacts, you can follow the steps below.

User Interface change in add and edit contact :
A smart new interface appears while adding and updating contacts. It provides for easy, single scroll functionality to view all fields categories in one screen. A seamless continuous display helps you work more efficiently ruling out the back and forth of jumping through multiple screens.

Login to your InsuredMine account, and then click on the Contacts from the navigation panel on the left-hand side. Then click on the tab and click on the Upload data button located on the top right-hand side to upload a CSV file with a list of new contacts to add.

2. If you want to add individual contacts, please see below:

Within the Contacts module, click on the Orange + Add New on the top to add a Contact

Add all the required details.

3. Click on the Save or Save and Add New button to add a new contact

Enhancement: March 2021

In the address section while adding contacts you can add Unit and Suite no. for address fields. To check the enhancement: Click here.

Enhancement: January 2021

All contacts filter in 2nd stage and onward in email campaigns

Now while setting up an email campaign from 2nd stage onwards you can even set the automation for all contacts ( total recipients as set in stage 1).

Use case: If you have set a promotional email in the 1st stage to ten prospects, and in the 2nd stage of the automation campaign, you want to send another promotional mail to all the contacts whom you have shared previously, you can do that.

To check the enhancement:

Navigate to engagement module
Click on create button in Email Campaign section
Click on add new stage(2nd stage) from left panel
Scroll down to the 2nd stage section, you will be able to set all contact filters. For this click on the drop down icon beside ‘who have’ section and select All.

Note: If the campaign is created under the live list then the contacts data will be dynamically calculated otherwise, the count of recipients will match with the stage 1 recipients’ list.

Enhancement: January 2021

Previously shared feature in tags

Navigate to global add button and click on Add Contact

A window will open to add a new contact.
Scroll down to Add Tags
Click on the edit icon
Select the agents with whom you want to share the tags with
Click on update
Search the tag that you recently shared.
You can find the previously shared tag beside the agent’s name with whom the Tag has already been shared.

The post Add and upload contacts appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Bulk contact upload in Contacts

InsuredMine — Tue, 30 May 2023 12:17:08 +0000

In this article, you will learn:

With this upload feature, you can bulk create/update new or existing user profiles in InsuredMine by uploading a CSV file with a list of user profiles.

Navigate to the Contacts module.
Click on the three dots in the top-right corner.
Click on Import Accounts and Contacts.

2. Drag and drop your .csv file in the target field or simply browse through your computer for the file by clicking on the browse button. Click on the Next Step button once you’ve added your file.

3. Once processed, you will have headers identified from your file that would need to be mapped to the header in the Contacts table.

4. Click on the Next Step button to review your data before you finally upload it.

5. Once you click on next, the upload will start automatically.

Notes

If a new user profile is uploaded, a new user profile is created on the account.
If an existing user profile is uploaded, the old user profile is updated with new values.
You can upload multiple CSV files at a time, even while existing files are currently processing.
Once the upload is completed, the information will be updated in the profile.

TIPS: CSV File Format

CSV stands for comma-separated values. It is a simple file format used to store tabular data, such as a spreadsheet or database. Files in the CSV format can be imported to and exported from programs that store data in tables, such as Microsoft Excel or OpenOffice Calc.
If the file is not a CSV or the file does not comply with CSV standards, the upload will not be allowed.
You can upload a CSV with a file size of up to 5.00 MB.

Enhancement: June 2021

Custom fields in CSV Upload for Contacts

You can now upload CSV files with user-defined or customized fields. Admins add fields for specific data entries in the contact details. Those fields were added manually earlier, now they can be automatically mapped and displayed in your Insuredmine contacts.

To upload custom fields in contacts with a CSV follow the steps mentioned below:

Navigate to Contacts and click the Upload data icon on the top right.
Upload the CSV contacts file from your system in the Select File tab. Click Next.
Select the CSV columns to be mapped into insuredmine contacts and click Next.
Make sure all your required fields are mapped properly, in the Review Mapped Data tab. Click Go back to make changes or click Next to proceed.
Click Done to Upload file. A sample screen image for upload notification is shared below.

Enhancement: January 2021

Custom data upload in CSV upload

Admins can add fields for specific data entries, called custom fields. Those fields were added manually earlier by adding or editing contacts, now they can be added while bulk upload itself.

Agents can upload CSV files with custom fields that are already provided by the admin. Before uploading the CSV file, the agent needs to check the pre-set custom fields. The contact details will be automatically mapped and displayed in your Insuredmine contact section.

Enhancement: February 2021

Uploading Contact using Excel

Now you can upload data in the contact section, by using excel file too. Previously it was only CSV files that you could upload but now you can do in any form- either csv or excel.

To view the enhancement:

Navigate to Contacts
Click on Upload Data icon

You will get the option to upload files either in CSV or Excel format.
Upload the Excel file that contains the contact details.

Click on Next Step to map the file columns

Review the mapped data and upload
Once the file gets uploaded, click on Done

The post Bulk contact upload in Contacts appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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

Add and upload contacts

In this article, you will learn:

All contacts filter in 2nd stage and onward in email campaigns

Previously shared feature in tags

Bulk contact upload in Contacts

In this article, you will learn:

Custom fields in CSV Upload for Contacts

Custom data upload in CSV upload

Uploading Contact using Excel