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

Automation: Birthday

InsuredMine — Wed, 08 Feb 2023 16:17:53 +0000

In this article, you will learn:

Follow the simple steps below and create a Happy Birthday automation workflow.

Go to the dashboard of Agency Portal and click on Engagement.
Under the Engagement Module, select Automation and click Create.

3. Select the Happy Birthday workflow and click Next.

Workflow Details

In the workflow setup screen that appears, Add or select the following:

Workflow Name: Add suitable campaign name, based on line of business, client type or any other name which has relevance and quick recall.
Select the mode to send the workflow (email, text, postcard/letter (thanks.io), tasks, reminder): To start a campaign for all modes or select particular modes, click on checkboxes for each mode you wish to activate. Orange indicates selected.
Select a list: To address campaigns to any type of contact such as Active clients, Inactive clients, Leads, Prospects, others, select from the drop-down list. You can also click on filter to make a more specific list of recievers.
Trigger workflow when the following conditions are met: To set the trigger for delivering the messages on the right day, select Before, Same day or After.

Designing the workflow

Click Next to start designing the Birthday workflow. The steps to design workflow are mentioned below:

1. Select the sender phone number and email id in From Number and From Email fields.

2. Select the mode of workflow from Email, SMS, Postcard/letter, Task and Reminder.

3. Select template, you can create customized templates through template builder.

4.Type your message and add relevant tags from the right Tag segment.

5. Click Add new stage on the left to send a series of messages and fill the information you wish to share at each stage .

6. After adding relevant stages, click Next to review the workflow.

7. Click Create

Note: When you select mode as Postcard/ letter to be sent through Thanks.io, additional input fields appear. Enter the Message title, select Image, Select Handwriting style and select type from Postcard or letter. Click Preview to review the appearance of the same. The difference between letter and postcard is in their style, size and format.A sample image is shown below:

To use this feature, a Thanks.io account is mandatory. Sign up if you do not have an account.

Note : When you select Task mode, you will notice some changes in the fields. Enter the task name, select priority, add assignee agent name. The task is also added to the task list of the agent portal for the respective agent. Refer to the sample image below for more clarity:

Note: When you select Reminder Mode, a reminder email notification is sent to the assigned agent. Enter the data in all the relevant fields, select templates, add subject, add signature, select agent name to whom you wish to send a reminder in the Assignee field.

Use case for Trigger Days : Consider the case when the birthday is on 10th April. BEFORE Trigger: You select 8 days Before as a trigger, the First email will be sent out – 8 days i.e. on 2nd April. In the subsequent stages, you have to set trigger dates in decreasing order. You can set 5 days as stage 2 trigger date, 3days as Stage 3 Trigger date and so on up to 1 day.

SAME DAY: When you select the same day, the message will be delivered on 10th April.

AFTER: You set the trigger date as 3 days after the Birthday, the first stage email will be sent on 13th April. The subsequent series have to be set in increasing order for After trigger. For stage 2 you can select 5days, then 10 days, then 15 days .

Analytics of Workflow automation for Birthday

If you are curious about the performance of your workflow automation, you can see the results by clicking on the Track button. You will be able to see the real-time analytics of the message you sent out like the view rate, click rate, etc.

Follow the steps mentioned below to track the analytics of Birthday workflow

Navigate to Engagement click on Analytics under Automation.
Click Track
Select the mode by clicking the tab Email, Sms or Thanks.io. and review the respective campaign’s performance.

You will notice the recipient column added in each list to help navigate directly to the Contact 360 profile of the client.

This is a very cool tool that performs the function of a CSR that works 24×7.

Enhancement: December 2021

Dependent Handling in Birthday Workflow Automation

This feature is for AMS360 users only.

Previously if you were sending any communication to the contact- the primary and secondary contacts were only accessible. Now you can send communication to the dependents too.

While setting the birthday automation, you will get the option to include additional contacts. Check the box beside Dependants. Dependents who are matching the conditions of the workflow will receive the communication. The dependants will receive email and text messages in their respective email and phone number.

If you apply any workflow filters those will not get applied for the dependents. But

if depends are related to any account or contact that matches the filters applied in that case those dependents will be filtered out. And those selected dependents will get the communication.

The post Automation: Birthday appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Single Contact Drip

InsuredMine — Fri, 19 Feb 2021 04:08:05 +0000

In this article, you will learn:

Create customized automated emails quickly for your clients to stay connected and deliver value on their terms.

How to create a Single Contact Drip (SCD)?

To create email automation for a particular client, go to the Engagement located on the left-hand navigation panel followed by clicking on Single Contact Drip.

2. Click on Create button to create a workflow.

3. On the left-hand side you can add desired stages, followed by templates, tags to your email.

Enhancement: March 2021

Rearrange SCD stages by drag and drop. To view the enhancement click here.

4. After you are done adding the desired information, click on the Save button.

5. You will get a success notification.

6. Created Drip will be visible on the Single Contact Drip dashboard

Enhancement: April 2021

Assigning agents in Single Contact Drip

Now you can select a specific agent, to send the campaign from or to create a task for that particular agent. This feature is applicable for email, task, and email notification.

How to assign an agent while creating a Single Contact Drip?

In case of an email campaign:

In case of task:

In case of email notification:

Assign SCD to contact in Account 360

1. Choose a contact you would like to assign the workflow to from directory

2. Click on the contact name which will re-direct you to its account360

3. To the far right under Action, select the three dots and click on Assign Drip to start the workflow for the selected contact.

4. Select the required drip and click on Assign.

Please Note: You can also edit/delete/share a drip by clicking on the created drip campaign and then on DELETE/EDIT/SHARE

Assign SCD from a deal card

Assign SCD from Contacts

To assign SCD from contacts:

Navigate to Contacts
Select a contact and click on the 3 dots
Select Assign Single Drip

A panel will open to select the drip
Selec the drip

Note: In case if it already assigned, you will get a message saying already assigned beside the drip.

Once the drip is selected click on assign.

Enhancement: April 2021

Notification for Drip Campaign if already assigned

If you want to set a drip campaign that has already been assigned for a particular deal card, you will receive a notification saying it has been already assigned. You can still reassign the same drip for the deal card.

Navigate to Pipeline Manager
Click on the deal card for which you want to set a drip
Open the deal card and navigate to the drip on the right side
Click on add drip.
Selec the drip, if that drip has been previously assigned you will see a message that says it has already been assigned

Enhancement: June 2020

Add Tasks as a stage

While Creating a Single Contact drip with email and text, you can also add Task in one of the stages to remind you to do an activity.

Use case: Multiple notifications for Single task can be sent to a specific agent before the deadline. An email alert for the task due date can be sent 15 days in advance, a week in advance, an hour in advance making it easier for the agent to accomplish the task in time.

The steps to create the drip campaign remain the same, now you can select a task from the message type dropdown. When you select the tasks type campaign, enter the Task name, assignee agents’ names, and select your priority.

Note: Task campaigns can be triggered Immediately or After the task is created. The day’s input must be in increasing order for the next rolling stage.

It is also possible to set triggers for the send field as immediately at any stage.

Enhancement: August 2020

Send time triggers

Send time really does matter when it comes to planning and executing your email campaigns. The KPIs like open rate, engagement rate, click-throughs show better results if the email campaign is sent at the right time.

(A) Send Trigger for Immediate after [xx] hours

You can now set the trigger for Immediately running the campaign after specific number of hours. While creating single contact drip, in the Send section, select Immediate and fill the number of hours in After.

(B) Send trigger for After – [xx] Days/Weeks/Months at Specific time or after hours

For the first stage or the subsequent stages, you can opt to set trigger for sending the email/ message sequence after some days, weeks or even months. Earlier the messages were triggered at 10 am, now you can schedule hours as per your preference. You can select the exact time or enter the number of hours after which you need the campaign out.

Analytics

You can view details of each campaign, its current status, email count and other key indices in Analytics for the current day, week and month.

To view the analytics follow the steps below:

Navigate to Engagements
Click on Analytics in the Single Contact Drip segment.

3. Select from Today /Week / Month/ Customat the top left as shown above, for a detailed list of respective data.

You can click Stop All under Actions for deterring the campaign run.

Advance your skills – learn how SCD triggers work

The post Single Contact Drip appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Engagement: Automation

InsuredMine — Fri, 11 Oct 2019 13:02:13 +0000

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 are 12 prebuilt automations as mentioned below:

Enhancement: September 2021

10. Midterm policy workflow

11. Monoline Workflow

Enhancement: February 2021

New Pre-built Automation

12. New Policy

Enhancement: August 2020

Learn about skip weekend option for workflow automation

Learn about email notification to agents

Enhancement: August 2020

Learn about how to apply filters in workflow automation

Learn how to create and use Text Templates

Enhancement: June 2020

Workflow Changes – Select agent, redirection, send to myself logic

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