We have enhanced the Email Campaign section by introducing a “Group By” dropdown on the campaign page. This dropdown offers two options: “Clicked” and “URL.”

• When “Clicked” is selected, the view displays a breakdown of contacts who clicked on links, including their email addresses and the specific URLs they clicked and its count.
  
• When “URL” is selected, the view shows each clicked URL along with the number of clicks received by different contacts .
  

Clicking on any count opens a Recipient Details view, listing the contacts who clicked the selected URL. From there, clicking on a specific contact redirects you to the Contact 360 page, providing a comprehensive view of that contact’s details.

Use Case:
This feature allows agents to quickly analyze engagement patterns by either contact or URL, helping identify the most responsive contacts or the most effective links in a campaign.

To View the Enhancement:

• Click the “Group By” dropdown to choose between two options: “Clicked” and “URL”.

• Select the “Clicked” option to view contact email addresses, the URLs they clicked, and the corresponding click counts.

• Select the “URL” option to view each URL along with the total number of clicks it received.
• Clicking on a click count displays the list of contacts who clicked that particular URL.

• Clicking on any contact in the list will redirect you to their Contact 360 page, where detailed contact information is available.

The post Group by recipient and URL in click tracking appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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.

The post Text generation using AI appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The post Email/Text campaign Analytics – User interface change appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The post Unsubscribe options and preferences appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Note: This feature is applicable for AMS360 users only.

To view the enhancement:

• Navigate to Email Campaign
• Click on Create
• Fill in all the fields
• Once you send the campaign you will get the option saying, “Do you want to sync with AMS?”
• Click on yes to sync it with your AMS 360 and no in case you don’t want to sync.

The post Sync email campaign with AMS360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Application – This change will ensure that agents do not miss out on the unsubscribe link – improving the customer experience and credibility of the agency.

Process: 

• Navigate to Engagement and choose Email Campaign
• Click on Create, click on the checkbox for the Add Unsubscribe Link to add the unsubscribe link in the email body, and send out the email successfully.

• You will notice this error message while attempting to send the email campaign without choosing to add the unsubscribe link.

Note – You may save the email in Draft without choosing the unsubscribe checkbox.

The post Unsubscribe link mandatory in an email campaign appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Never miss out on an opportunity to celebrate your customers! Welcome triggered emails are sent to customers when they become your client. These are super effective to show your clients special attention and acknowledge their VIP status every single year.

Follow the simple steps below and create a welcome automation workflow.

1. Go to the Engagement section from the left navigation bar and click Create under the Automation tab.

2. Click on the WELCOME CLIENTS box then click on New.

Workflow Details

3. In the workflow setup screen that appears, Add or select the following and Click Begin:

• 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 campaign select Active clients.
• Trigger workflow when the following conditions are met: To set the trigger for delivering the messages on the right day, After and enter the number of days.

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