Description: If tags are added to a newly created contact using a form, and those tags have any automation, the automation will be triggered for that newly created contact.

Benefit: It is simple to automate the assignment of drips to newly created contacts.

Navigation

• Navigate to the Contact module. Click on the three dots to select Contact Automation.

• Select Add Tag under the Trigger column. Select Tags under the Tag column & choose a Drip. 
• Click on Submit. 

 

Note – The assigned drip will be initiated for the new contacts based on the New Tag contact automation.

• Navigate to the Form module. Go to the form and click the three dots to select Form Automation.

 

• Under the Pipeline Settings, choose Private or Shared accordingly. The addition of contact tags and user tags for automation can be done statically or dynamically.
• Click on Save.

• Under Create Contact. Select User Tags. 

Note – Once a new contact is created using forms, the drip automation that has been assigned to it will start.

The post Contact Automation Handling in Forms. appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use case – Easier for Agents to auto-populate custom fields data of the contact

Process:

• Navigate to any Engagement feature, for example – an email campaign.         
• Click on Create under email campaigns.

• Now click on the Tags from the right pane to view the list of tags, including the custom fields.

• Choose the desired tags to add to the campaign.

Note: The custom field tags can be used in the following communications:

1. Email Campaign
2. Bulk Text
3. Automation
4. Send Email and Text from Create List
5. Templates
6. Contact 360 – SCD
7. Pipeline – SCD
8. Emails via templates
9. Texts via templates

The post Custom fields as automation Tag appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The post I have created a tag group in contacts, is there a way to download that list? appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.