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• If you click on sent analytics, it will show today’s analytics by default. You will have 2 more options- the Last 7 Days and the Last 30 Days.

• If you click on the template, it will show the template that was used.

• Similarly, if you click on the Scheduled Analytics, you will find the list of workflow that is scheduled for the near future.

• If you navigate to the pipeline, and select Automation, you will find the Scheduled and Sent Analytics.

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Use Case – Admins can now track and analyze agents’ changes to any workflow automation.

Process:

• Navigate to Engagement and click on Automation 

• Select an already created workflow and scroll to the right. Click on the three dots icon to select the View Logs option.

• You will notice that the logs of the new automation display no data.

• Once you edit the workflow, click on Update and Save.
• View the example shown below:

• Click on Return to Your Automation and choose the View Logs option. The logs will now show all the changes done.

Note: The Workflow Logs will only be visible when logged in as an Admin.

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Reminder Analytics

Reminder analytics will include all the reminders issued to the agents. The reminders will involve the Sent, Opened, Clicked, Bounced, and Spam details of the reminder email. You can also click to view the email. 

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Application – Auto-generated reports help understand agency activities for the week and review productivity.

Process:

• Click on Settings and Workflow settings
• Under Subscribe Notifications, choose the name of the agents from the drop-down

• The email will be automatically sent out once a week to the login email address of the selected agents.

• The report will consist of the number of Emails, Texts, Tasks, Deal cards, and Reminders created
• You may click the View all activity button in the mail to be redirected to InsuredMine and view the in-depth workflow report.

• Click on View Tracking for a detailed view of specific automation.

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Managing the workflow process for your agents through our CRM portal has been made easy! Admin/manager will now be able to edit workflows for all agents at once instead of doing it individually.

Make sure you are switched as Admin/Manager before trying to edit the workflow.

To edit existing or workflows in draft, follow the steps mentioned below:

1. Click in Analytics button from the automation section.

2. Select the saved workflows and then select the agents names you want to update the workflow for.

3. Click on the edit button and then select the appropriate operation from the pop up box.

• Start over workflow will remove the previous workflow
• Edit from the old workflow will help edit the existing workflow. When you select this option, it will open a drop-down select the select a workflow as reference using which you can edit the other agent’s workflow.

After selecting the appropriate option, click on Start Edit to make changes in the workflow.

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How to create a Single Contact Drip (SCD)?

1. To create email automation for a particular client, go to the Engagement located on the left-hand navigation panel followed by clicking on Single Contact Drip.

2. Click on Create button to create a workflow.

3. On the left-hand side you can add desired stages, followed by templates, tags to your email.

Enhancement: March 2021

Rearrange SCD stages by drag and drop. To view the enhancement click here.

4. After you are done adding the desired information, click on the Save button.

5. You will get a success notification.

6. Created Drip will be visible on the Single Contact Drip dashboard

Enhancement: April 2021

Assigning agents in Single Contact Drip

Now you can select a specific agent, to send the campaign from or to create a task for that particular agent. This feature is applicable for email, task, and email notification.

How to assign an agent while creating a Single Contact Drip?

In case of an email campaign:

In case of task:

In case of email notification:

Assign SCD to contact in Account 360

1. Choose a contact you would like to assign the workflow to from directory

2. Click on the contact name which will re-direct you to its account360

3. To the far right under Action, select the three dots and click on Assign Drip to start the workflow for the selected contact.

4. Select the required drip and click on Assign.

Please Note: You can also edit/delete/share a drip by clicking on the created drip campaign and then on DELETE/EDIT/SHARE

Assign SCD from Contacts

To assign SCD from contacts:

• Navigate to Contacts
• Select a contact and click on the 3 dots
• Select Assign Single Drip

• A panel will open to select the drip
• Selec the drip

Note: In case if it already assigned, you will get a message saying already assigned beside the drip.

• Once the drip is selected click on assign.

Enhancement: April 2021

Notification for Drip Campaign if already assigned

If you want to set a drip campaign that has already been assigned for a particular deal card, you will receive a notification saying it has been already assigned. You can still reassign the same drip for the deal card. 

• Navigate to Pipeline Manager
• Click on the deal card for which you want to set a drip
• Open the deal card and navigate to the drip on the right side
• Click on add drip.
• Selec the drip, if that drip has been previously assigned you will see a message that says it has already been assigned

Enhancement: June 2020

Add Tasks as a stage

While Creating a Single Contact drip with email and text, you can also add Task in one of the stages to remind you to do an activity.

Use case: Multiple notifications for Single task can be sent to a specific agent before the deadline. An email alert for the task due date can be sent 15 days in advance, a week in advance, an hour in advance making it easier for the agent to accomplish the task in time. 

The steps to create the drip campaign remain the same, now you can select a task from the message type dropdown. When you select the tasks type campaign, enter the Task name, assignee agents’ names, and select your priority. 

Note: Task campaigns can be triggered Immediately or After the task is created. The day’s input must be in increasing order for the next rolling stage.

 It is also possible to set triggers for the send field as immediately at any stage. 

Enhancement: August 2020

Send time triggers

Send time really does matter when it comes to planning and executing your email campaigns.  The KPIs like open rate, engagement rate, click-throughs show better results if the email campaign is sent at the right time.

(A) Send Trigger for Immediate after [xx] hours

You can now set the trigger for Immediately running the campaign after specific number of hours. While creating single contact drip, in the Send section, select Immediate and fill the number of hours in After.

(B) Send trigger for After – [xx] Days/Weeks/Months at Specific time or after hours

For the first stage or the subsequent stages, you can opt to set trigger for sending the email/ message sequence after some days, weeks or even months. Earlier the messages were triggered at 10 am, now you can schedule hours as per your preference. You can select the exact time or enter the number of hours after which you need the campaign out.

Analytics

You can view details of each campaign, its current status, email count and other key indices in Analytics for the current day, week and month.

To view the analytics follow the steps below:

1. Navigate to Engagements
2. Click on Analytics in the Single Contact Drip segment.

3. Select from Today /Week / Month/ Customat the top left as shown above, for a detailed list of respective data.

You can click Stop All under Actions for deterring the campaign run.

Advance your skills – learn how SCD triggers work

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To setup integrations:

• Navigate to settings (As Admin)
• Scroll down and click on Voicemail drop (Slybroadcast)

 

• Enter the email and password and click on connect to enable the feature.

How to send Ringless voicemail drop messages manually

Once you log in, you can have the option to send a voice drop manually from the global add icon at the top.

• Click on Global add icon
• Click on Send voicemail drop
• A window will open where you need to search the contact name and select it, the name and contact number will get auto-filled.
• Select the audio file that you want to send (the audio files are pre-saved in Slybroadcast dashboard)
• The caller ID will reflect the agents who are sending voicemail drop (by default)/ or you can also put any other caller ID.

• Click on the Transaction Dashboard to see the Slybroadcast transaction history. In the transaction history one can see the Status, Contact name, phone number, order ID, Audio Name, Created date and time and the type.

Note: If you set Voicemail drop via Automation… then the type will show as Automation instead of Manual.

• One can also see the voice drop history from the Contact 360 section. 
• Click on the contact to view the contact 360.
• Click on communications
• Click on voice drop to see the timeline.

To track the voicedrop workflow:

• Click on track
• Click on Voice drop

• You will find the detailed tracking data

How to send voicedrop via Pipeline?

• Navigate to Pipelines
• Open a dealcard
• On the right side in the quick action section you will find the voice drop option.

• Click on it, a window will open to send the voice drop.
• Fill in the details, and click on send.

How to send voicedrop via Pipeline Automation

• Navigate to Pipelines
• Select the Pipeline
• Click the 3 dots icon
• Click on Automation
• Select the stage where you want to add voice drop automation.
• Click on Add Automation
• Choose Voice Drop
• Fill in the other details and Click on Save

So, when the deal card of the selected pipeline will reach the stage that you have set to sent the voice drop, it will trigger automatically. 

You can also check the automation set in the Drip Campaign section.

You can also check the automation set for the particular contact by clicking on the contact 360 section. Click on events and scroll down to select Voice Drop, to see the stages of automation which have voice drop added.

 

How to send voicedrop from Contact 360 section

• Navigate to Contacts
• Click on a contact to view Contact360 of that account.
• Click on the events from the left panel.
• Select Send Voice Drop
• The name , phone number will be auto-filled
• Select the audio file that you want to send and choose the caller ID.
• Click on Send.

How to send voicedrop from Single Contact Drip (SCD)

• Navigate to Engagement
• Click on Single Contact Drip
• Click on Create
• A window will open to create Single Contact Drip
• From dropdown select voice drop to send voice mail.
• Fill in other details and click on save.

Once the SCD template is saved, you can use this voice drop SCD template as of when required. Even from the Contact 360 section you can select Assign single drip by clicking on the 3 ellipses (…) from the Action section.

• Choose the Voice Drop Template that you have previously saved and click on Assign to start the SCD Campaign.

Enhancements!- February 2021

If you don’t have the Slyboard integration, click on the referral link to get started. 

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