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

 

Process:

  • 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

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