download Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Thu, 12 Oct 2023 10:14:09 +0000 en-US hourly 1 https://wordpress.org/?v=7.0.2 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico download Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Archived list for the eSigned docs https://www.insuredmine.com/knowledge-base/archived-list-for-the-esigned-docs/ Mon, 10 Jul 2023 08:06:36 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=26934 Description: The archived eSign documents are moved to the archived list. Downloads of the archived list are also available. Benefit: Viewing the archived documents easily will help avoid missing the deleted documents.  Any deleted mail can be found in the archive list. Navigation:  Navigate to the eSignature module. Click the three dots in the upper […]

The post Archived list for the eSigned docs appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Description: The archived eSign documents are moved to the archived list. Downloads of the archived list are also available.

Benefit: Viewing the archived documents easily will help avoid missing the deleted documents.  Any deleted mail can be found in the archive list.

Navigation: 

  • Navigate to the eSignature module.
  • Click the three dots in the upper right corner. Click on the Archived Lists.
  • You can also download the archived list. 

The post Archived list for the eSigned docs appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Download List in Campaign https://www.insuredmine.com/knowledge-base/download-list-in-campaign/ Tue, 18 Apr 2023 19:14:20 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5076 This feature makes refining and targeting prospects over time very easy. You can quickly select to target prospects who have had certain kinds of interaction, such as open, read, clicked etc. with a previous email campaign. This will allow for continued marketing to increase the conversion ratio of successive campaigns. The process: Navigate to engagements […]

The post Download List in Campaign appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

This feature makes refining and targeting prospects over time very easy. You can quickly select to target prospects who have had certain kinds of interaction, such as open, read, clicked etc. with a previous email campaign. This will allow for continued marketing to increase the conversion ratio of successive campaigns.

The process:

  • Navigate to engagements
  • Click on the settings icon
  • Click on list library
  • Select the list you want to download
  • Click on 3 dots
  • Click on download list.

This feature makes refining and targeting prospects over time very easy. You can quickly select to target prospects who have had certain kinds of interaction, such as open, read, clicked etc. with a previous email campaign. This will allow for continued marketing to increase the conversion ratio of successive campaigns.

The post Download List in Campaign appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> I have created a tag group in contacts, is there a way to download that list? https://www.insuredmine.com/knowledge-base/download-tag/ Thu, 13 Feb 2020 04:01:33 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=7088 Please follow the steps below to download a report for tag. 1. Go to Contacts and select the tag you want and then click on Filter. 2. After the report is filtered with the tags to want to select, click on the DOWNLOAD button to download the filtered report in .CSV format.

The post I have created a tag group in contacts, is there a way to download that list? appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Please follow the steps below to download a report for tag.
1. Go to Contacts and select the tag you want and then click on Filter.


2. After the report is filtered with the tags to want to select, click on the DOWNLOAD button to download the filtered report in .CSV format.

The post I have created a tag group in contacts, is there a way to download that list? appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>