InsuredMine CRM | Optimize and Grow Your Insurance Agency

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 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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