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templates
Automation Tags added for Nickname and First Name of Contact
Description – Agents can now use the nickname or first name tag in the pipeline automation, campaigns, or templates. Use Case – Easier to send
Text Template
In this article, you will learn: How to set a Text Template? How to use the text template to send text messages? Now sending text
Actions in Contacts (BST)
Nov 20 Actions in Contacts Download https://www.insuredmine.com/wp-content/uploads/2021/07/Nov-20th-Bite-Size-Training-Zoom.mp4 Search option in Template section while sending email Now a search option is provided for selecting the template
Move Templates to another Folder
In this article, you will learn: Creating a new folder Move templates Share Templates Organize templates for easier reference and access. Now templates can be moved from
Template Builder
In this article, you will learn: Build a Template Template Builder – Features The Template Builder feature of InsuredMine will help you create professional and
List of Templates
We are working everyday to make it easy and convenient for producers and CSR to engage with your clients. We have created a repository of
Email – Templates 101
In this article, you will learn: Accessing Email Template Edit Email Template Using Email Template Adding a template manually Adding a template using Template Builder
