Scheduled and Sent Automatio Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Mon, 25 Sep 2023 13:47:50 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Scheduled and Sent Automatio Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Scheduled and Sent Automation (Pipeline, Workflow, SCD)-Marketing Dashboard Widget https://www.insuredmine.com/knowledge-base/scheduled-and-sent-automation-pipeline-workflow-scd-marketing-dashboard-widget/ Wed, 19 Jan 2022 09:13:24 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=18437 Under the marketing dashboard, you will find reports for sent and scheduled campaigns. You can filter the data for campaigns scheduled via SCD, Pipeline Automation, and Workflow Automation. You can also sort the data based on today, weekly, or monthly.   To view the enhancement:   Navigate to dashboard Select Marketing dashboard There will be […]

The post Scheduled and Sent Automation (Pipeline, Workflow, SCD)-Marketing Dashboard Widget appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Under the marketing dashboard, you will find reports for sent and scheduled campaigns. You can filter the data for campaigns scheduled via SCD, Pipeline Automation, and Workflow Automation. You can also sort the data based on today, weekly, or monthly.

 

To view the enhancement:

 

  • Navigate to dashboard

  • Select Marketing dashboard

  • There will be two separate lists for sent campaigns and scheduled campaigns.

 

 

The post Scheduled and Sent Automation (Pipeline, Workflow, SCD)-Marketing Dashboard Widget appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>