InsuredMine CRM | Optimize and Grow Your Insurance Agency

Creating a list with female filter

A list can be created by just filtering out only your FEMALE clients.

To create a list, follow the steps below.

  1. Go to Dashboard and then go to Clients by Gender widget.

2. Click on Female section.

3. This will redirect you to the the Directory with data in regards to the list of female clients. Click on Settings and then save the data as Report.

4. To assign that list fro email campaigns, go to the Report section from the navigation bar and click on Saved Report.

5. Select a run time and move report to the List Library

6. Give the report a Name and click Save.

7. Then go to Engagement section and the click on Create from Email Campaign tab.

8. Select the saved list and schedule your Campaign.

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