single contact drip Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Sat, 23 Aug 2025 09:45:50 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico single contact drip Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Multiple select and stop SCD https://www.insuredmine.com/knowledge-base/multiple-select-and-stop-scd/ Sat, 23 Aug 2025 09:39:33 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=47317 We are introducing a new enhancement under Single Contact Drip that allows you to stop multiple scheduled drips for Contacts and Accounts with just one click. This enhancement helps you quickly manage communication for specific contacts and accounts without going through each drip individually. Use Case: Now you can stop multiple scheduled drips for a […]

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We are introducing a new enhancement under Single Contact Drip that allows you to stop multiple scheduled drips for Contacts and Accounts with just one click.

This enhancement helps you quickly manage communication for specific contacts and accounts without going through each drip individually.

Use Case: Now you can stop multiple scheduled drips for a contact and accounts in minutes to avoid sending irrelevant or outdated emails, saving time compared to canceling each drip individually.

To View the Enhancement: 

  • Navigate to the Engagement module
  • Click on Single Contact Drip
  • You will be redirected to Engagement> Single Contact Drip Page 
  • Click on Analytics 

Select your preferred custom date range for the created drips.

Choose the SCD Name you want to cancel by clicking on the checkbox

Click on Stop Button.

A confirmation pop-up will appear. Click Yes, Stop.

A success pop-up will confirm that the drip has been stopped.

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]]> Rearrange pipeline automation stages/ SCD stages by drag and drop https://www.insuredmine.com/knowledge-base/rearrange-pipeline-automation-stages-scd-stages-by-drag-and-drop/ Fri, 30 Dec 2022 07:54:30 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5426 We at InsuredMine always try to give you as many customizing options as possible. This enhancement will help you to easily rearrange the stages while creating a Pipeline Automation or a Single Contact Drip. You just need to drag and drop the stages as per the sequence of your choice. Use case: After creating an Automation you may find […]

The post Rearrange pipeline automation stages/ SCD stages by drag and drop appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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We at InsuredMine always try to give you as many customizing options as possible. This enhancement will help you to easily rearrange the stages while creating a Pipeline Automation or a Single Contact Drip. You just need to drag and drop the stages as per the sequence of your choice.

Use case: After creating an Automation you may find that you need to rearrange the stages. For instance, Stage 2 needs to switch with Stage 4. Now with our enhancement, you can simply drag and drop the stages in the sequence you want.

The post Rearrange pipeline automation stages/ SCD stages by drag and drop appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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