InsuredMine CRM | Optimize and Grow Your Insurance Agency

Custom fields as automation Tag

Update – Contact Custom fields are available as tags

Use case – Easier for Agents to auto-populate custom fields data of the contact



  • Navigate to any Engagement feature, for example – an email campaign.         
  • Click on Create under email campaigns.

  • Now click on the Tags from the right pane to view the list of tags, including the custom fields.

  • Choose the desired tags to add to the campaign.

Note: The custom field tags can be used in the following communications:

  1. Email Campaign
  2. Bulk Text
  3. Automation
  4. Send Email and Text from Create List
  5. Templates
  6. Contact 360 – SCD
  7. Pipeline – SCD
  8. Emails via templates
  9. Texts via templates

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?




Generic filters

Most Search: Ams360Release Notes