With Epic Bulk sync-ups, you can now easily sync your comprehensive email and text campaigns, or initiate single-contact drip and Contact Automation, Workflow Automation, directly from InsuredMine to Applied Epic.
Use Case: Easily sync email/text campaigns or automate workflows from InsuredMine into Applied Epic with Epic Bulk sync-ups.
Note: As of now, for Email Campaigns, we can only choose to auto-sync it to Epic. However, for the other three—Bulk Text, Single Contact Drip, and Contact Automation—we can perform both auto and manual sync.
To View the Enhancement:
First Step:
Before triggering any email campaign, text campaign, SCD, or running contact automation, you first need to set it to auto or manual sync from the Settings module.
Email Campaigns Sync-up from IM to Epic:
- After triggering an email campaign, you will get a pop-up saying, ‘Do you want to sync with AMS?
- Simply select: Yes or No
- After successful Sync, the data will be visible within Epic under the activities tab.
Contact Automation Sync-up from IM to Epic
- Within Epic the the workflow data will be visible under activities.
Single Contact Drip Sync-up from IM to Epic:
Bulk Text Campaign Sync-up from IM to Epic:
- Within Epic the the text campaign data will be visible under activities.
