InsuredMine CRM | Optimize and Grow Your Insurance Agency

Download List in Campaign

This feature makes refining and targeting prospects over time very easy. You can quickly select to target prospects who have had certain kinds of interaction, such as open, read, clicked etc. with a previous email campaign. This will allow for continued marketing to increase the conversion ratio of successive campaigns.

The process:

  • Navigate to engagements
  • Click on the settings icon
  • Click on list library
  • Select the list you want to download
  • Click on 3 dots
  • Click on download list.

This feature makes refining and targeting prospects over time very easy. You can quickly select to target prospects who have had certain kinds of interaction, such as open, read, clicked etc. with a previous email campaign. This will allow for continued marketing to increase the conversion ratio of successive campaigns.

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