templates Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Tue, 12 Dec 2023 07:40:05 +0000 en-US hourly 1 https://wordpress.org/?v=7.0.1 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico templates Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Text Template https://www.insuredmine.com/knowledge-base/text-template/ Sun, 01 Oct 2023 12:54:44 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=4857 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 messages has been made easier! Set the desired text template, save it and use it as needed. No more repetitive work! It will save your time! How to set a […]

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In this article, you will learn:

Now sending text messages has been made easier! Set the desired text template, save it and use it as needed. No more repetitive work! It will save your time!

How to set a Text Template?


  • Choose either text editor. In case you want to import your own HTML build then choose HTML import

  • Select text
  • Add title
  • Write the text message.
  • Select the tags.
  • Click to save.

  • You will get a success notification saying: Email template Saved Successfully.
  • In the list, you can see the new text template created.

 
Once the text template is created you can now use the text template to send messages.

How to use the text template to send text messages?

To send a message using the text template:

  • Navigate to the text message icon on the top right
  • Select the contact to whom you want to send the text message.
  • Click on select template to choose the text template.
  • If you have any attachments to send, click on the attachment icon and choose the file.
  • Click on send icon


  • Once the message is sent, it will be displayed in the message section.


Enhancement: March 2021

Know how to add files in templates email and text

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]]> Move Templates to another Folder https://www.insuredmine.com/knowledge-base/move-templates-to-another-folder/ Fri, 13 Jan 2023 07:15:06 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5387 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 the default Insuredmine folder to other folders and shared with other agents or admins. Creating a new folder 1. Click on Add folder in the left panel of Email templates […]

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In this article, you will learn:

Organize templates for easier reference and access. Now templates can be moved from the default Insuredmine folder to other folders and shared with other agents or admins.

Creating a new folder

1. Click on Add folder in the left panel of Email templates under the engagement module as shown below:

2. An Add folder window transcends from the right side, type the folder name and click save.

Move templates

1. Click on the action button (…) for the template you wish to move to another folder as seen below.

2. Select Move from the list that appears


3. Choose the destination folder name by clicking the checkbox.

Share Templates

1. Click on the 3 dots (…) action button and select Share for the particular template.

2. Mark the agents or CSRs names for sharing templates and click Share as shown:

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]]> Automation Tags added for Nickname and First Name of Contact https://www.insuredmine.com/knowledge-base/automation-tags-added-for-nickname-and-first-name-of-contact/ Mon, 26 Dec 2022 10:02:34 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=24219 Description – Agents can now use the nickname or first name tag in the pipeline automation, campaigns, or templates. Use Case – Easier to send out bulk personalized emails to customers.   Process: Navigate to Pipelines. Choose Automation from the action button. Click on Add New Automation Stage for email or text. Add the tag […]

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]]> Description – Agents can now use the nickname or first name tag in the pipeline automation, campaigns, or templates.

Use Case – Easier to send out bulk personalized emails to customers.

 

Process:

  • Navigate to Pipelines. Choose Automation from the action button.

  • Click on Add New Automation Stage for email or text.

  • Add the tag Contact Nickname/First Name.

Note:

  • The tag will be  available for selection in email campaigns, bulk text, pipeline automation,  SCD, and templates
  • If the tag is not available, the nickname will be retrieved. If the nickname is not available, the first name will be retrieved in place of the tag.

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]]> Email – Templates 101 https://www.insuredmine.com/knowledge-base/email-templates-101/ Wed, 23 Mar 2022 13:24:21 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=4867 In this article, you will learn: How to access Email Templates? How to edit a Template? How to Use the Email Template? How to add a Template manually? How to Add a folder? How to Share Email Templates? How to Copy a Template? How to Send a Template to yourself? How will an agent get […]

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In this article, you will learn:

Accessing and managing email templates is easy within the Engagement module with insuredmine. The process involves navigating through the Left Navigation Bar, selecting the Templates box, and exploring various functionalities for template creation, editing, sharing, and more.

Use Case: Cut down the time spent on crafting individual emails by using pre-designed templates.

How to access Email Templates?

  • Click on the Engagement module from the Left Navigation Bar and then select the Templates box from the bottom of the page.
  • Here all the folders are displayed on the left panel. If you click on any folder all the templates in the folder will open on the right. The search option is provided at 2 places, one at left side and another on the top right.

How to Access a  Email Template

  • Click on the Engagement module from the Left Navigation Bar and then select the Templates box from the bottom of the page.
  • The next Screen displays all folders with Email Templates. On this page, you can edit,, delete or add any new templates that can be used in Email Campaigns, Automation, or Work Email.

How to edit a Template?

To edit an email template, select the template you want to edit.

  • Click on the 3-dots icon on the right side.
  • Click on option Edit and it will open up the editing page for the template.
  • A minimized window will now appear from the right, edit the template and then click on Update.

How to Use the Email Template?

  • Email templates can be used  while sending an email.
  • Click on the Engagement module and then click on Create on Email campaigns. 
  • Select a specific email template from the drop-down menu.

How to Add a Template manually?

  • Go to Engagement and click Templates.
  • Click Add template.
  • In the pop-up,Select  a starting point for your template template type ( Drag & Drop Builder, Text Editor or HTML import)
  • Add Template Title,Subject and email body content that you want to templatize.
  • Click Submit.

How to Add a folder?

  • Go to Engagement and click Templates.
  • Click Add Folder on the left side.
  • In the Add Folder pop-up, type the folder name and click Save. The added folder can be seen on the left window panel.

How to Share Email Templates

You can create and share email templates with other team members within the Agency.

  • Go to Engagement from the left navigation bar and then click on Templates at the lower section of the page.
  • Select the template you want to share.
  • Click on the ellipses (…) and select the share feature.
  • Select all Agency members or individuals with whom you wish to share this template from the sidebar screen.

Note: Shared templates will then be visible within the Template folder of the Engagement module for the selected user.

How to Copy a Template?

Follow the steps below to copy email templates:

  • Go to Engagement from the left navigation bar and then click on Templates at the lower section of the page.
  • Click on the ellipses (…).
  • Navigate to the template you want to copy.

How to Send a Template to yourself?

It’s always a good idea to double-check the templates to ensure they appear the way you want them to. You may email a template to yourself to do this. When you’re finished, you may either continue and save or go ahead and make the necessary changes.

  • Go to Engagement from the left navigation bar and then click on Templates at the lower section of the page.
  • Click on the ellipses (…) and select Send to Myself.
  • Navigate to the template you want to send to yourself.

How will an agent get the Template Notification?

When an agent shares a template, it is not only added to their engagement template list, but they also receive an email notice about the shared template. The template notice includes the title of the template as well as its location in your system. The following is an example of a notification.

Agency folder for the templates

  • A template that was created inside this Agency Folder will be accessible to all of the agency’s agents.
  • You can find a new folder, Agency Folder in the template area.
  • Any agent of the agency may alter this template, and the updated format will be available to all other agents of the agency.
  • You may also go through the logs to find out who and when updated the templates.

To view the logs:

  • Navigate to the Engagement module  and then click on Templates.
  • Select the Agency folder.
  • Click on the 3 ellipses (…) under the action section, beside the particular template for which you want to see the log.
  • Click on logs to view the details of who has updated the log and on which date.

 

Share Email Templates with other agents and others outside your organization

You can now share email templates with other agents and others outside your organization.

To view the enhancement:

  • Navigate to the engagement module and then click on templates.
  • Select a template and click on 3 dots and select send to more options.
  • A minimized window will now appear,  You can also select multiple agents to send emails.
  • Click to send the template.
  • You will get a notification saying: Email sent successfully.

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]]> List of Templates https://www.insuredmine.com/knowledge-base/list-of-templates/ Fri, 18 Mar 2022 19:11:18 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5067 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 HTML email templates and are continuing to add more and more templates to this repository. In this release, we are adding 24 more templates as mentioned below. These HTML templates are […]

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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 HTML email templates and are continuing to add more and more templates to this repository. In this release, we are adding 24 more templates as mentioned below. These HTML templates are available

List of templates added to template folder as a new user signs up.

Default Templates:

  1. General Birthday
  2. Referral Program
  3. Policy Renewal
  4. 65th Birthday
  5. Happy 4th July
  6. Thank you
  7. Umbrella Policy
  8. Policy Update
  9. Welcome a new customer
  10. Lost deal follow-up
  11. Thank you for trusting
  12. Personal Welcome
  13. Get in touch

Sharable Deal-board Automation:

  1. Thank you for requesting a quote
  2. Won deal
  3. Lost deal

Cross-sales:

  1. Life-no-home
  2. Life-no-auto
  3. Auto-no-life
  4. Auto-no-home
  5. Home-no-life

App Adoption:

  1. 3 days after new User signs up
  2. Meet Via – Why chatbot enhances customer service
  3. 7 days after new User signs up

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]]> Template Builder https://www.insuredmine.com/knowledge-base/template-builder/ Mon, 10 Jan 2022 07:02:23 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5370 In this article, you will learn: Build a Template Template Builder – Features The Template Builder feature of InsuredMine will help you create professional and responsive email templates fast without learning any HTML (computer programming) skills just by following the simple steps mentioned below. Build a Template 1. Go to the Engagement section from the left […]

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In this article, you will learn:

The Template Builder feature of InsuredMine will help you create professional and responsive email templates fast without learning any HTML (computer programming) skills just by following the simple steps mentioned below.

Build a Template

1. Go to the Engagement section from the left navigation bar and then click on the Template Builder tab.


2. Add/edit the required content for your template from the Content section.

3. Add an image of your choice from the Change Image option.

4. You can also customize your template with desired blocks of attachments.

5. You can customize your template’s appearance by adjusting the size.

6. After you are done editing your template, click on the Save button.

NOTE: You can also view/edit the code of the HTML template you created by clicking on the Code Editor button.

Also, we have pre-defined template structures for you which makes it easier for you to create templates.

Just click on the Templates button on the top and select the preferred layout.

Select a template from the library.

Simply add the content of your choice and click on Save.


Template Builder – Features

Enhancement: May 2021

New template in Template Builder- Mother’s day

Memorial Day Template

Enhancement: June 2021

Independence Day Template

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]]> Actions in Contacts (BST) https://www.insuredmine.com/knowledge-base/actions-in-contacts/ Mon, 23 Nov 2020 08:44:09 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=7418 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 that you want to send via email to any client. This feature will help you to form email faster. To check this enhancement: Navigate to the add icon from the […]

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Nov 20 Actions in Contacts

Download

Search option in Template section while sending email

Now a search option is provided for selecting the template that you want to send via email to any client. This feature will help you to form email faster.

To check this enhancement:

  • Navigate to the add icon from the top right in the global add or navigate to contact section and click on 3 ellipses (…) under the action tab that is provided beside every contact.
  • Click on Send email
  • The email formation page will open.
  • Click on the drop down provided in Select Template section
  •  You will find search template option is provided
  • Once you click there, it will open all (template folders) for you, and you can search and choose any template of your choice.

Note: Once you click the search template option by default it searches template from all templates available.

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