email campaigns Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Wed, 04 Sep 2024 11:27:50 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico email campaigns Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Email Campaign- Unsubscribe Marketing and Transactional Email https://www.insuredmine.com/knowledge-base/email-campaign-unsubscribe-marketing-and-transactional-email/ Sun, 07 Apr 2024 06:51:21 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=37293 Enhance your email campaigns by incorporating an unsubscribe feature for both marketing and transactional emails. Use case: This option allows users to easily manage their email preferences, fostering a positive experience with your business. Note: If a user unsubscribes from one type of campaign (either marketing or transactional), they will continue to receive emails of […]

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Enhance your email campaigns by incorporating an unsubscribe feature for both marketing and transactional emails.

Use case: This option allows users to easily manage their email preferences, fostering a positive experience with your business.

Note: If a user unsubscribes from one type of campaign (either marketing or transactional), they will continue to receive emails of the other type. However, if they unsubscribe from both, they will not receive any further emails.

To View the Enhancement:

  • Navigate to the Engagement module.
  • Click on ‘Email Campaigns.’

Note: While sending an email campaign either marketing or transactional, include an unsubscribe link. If a user unsubscribes from marketing or transactional emails, future emails of that type won’t be sent. Unsubscribing from both stops him from getting all emails.

  • Select the campaign type as ‘Marketing’ or ‘Transactional.’
  • Check mark in the Add unsubscribe Link.
  • Once the email campaigns are triggered, recipients will find an unsubscribe link included. Click on the link to stop receiving emails or modify preferences.

Marketing and Transactional Emails: What's the Difference?

Note:  

  • Marketing emails are aimed at broad engagement and relationship-building. These include promotional offers, seasonal greetings, newsletters with industry updates, and holiday messages. The primary goal is to maintain and enhance existing client relationships and prospects, encourage referrals, and promote the agency’s services.
  • Transactional emails, on the other hand, are focused much on specific client-oriented communication. They address individual account needs or operational issues, such as reminders to file a claim following an adverse event, notifications about policy changes, or updates on claim status. These emails are triggered by specific client actions or events and are essential for managing clients account related tasks.

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]]> How to Stop and Restart Campaign https://www.insuredmine.com/knowledge-base/how-to-stop-and-restart-campaign/ Mon, 20 Mar 2023 06:56:52 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=14262 You can stop or restart any running campaigns from the email campaign section. To view the enhancement: Navigate to engagements Click on analytics Click on the drop-down arrow icon beside the email campaign that you want to stop Click on the pause icon that is provided /*! elementor – v3.14.0 – 26-06-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image […]

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You can stop or restart any running campaigns from the email campaign section.

To view the enhancement:

  • Navigate to engagements

  • Click on analytics

  • Click on the drop-down arrow icon beside the email campaign that you want to stop

  • Click on the pause icon that is provided

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  • Once the campaign is stopped, you will get a success notification
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  • Once the email campaign is stopped,  the restart button will appear and you can click to restart the campaign.
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