InsuredMine CRM | Optimize and Grow Your Insurance Agency

Email Campaign

How to start a Drip Campaign?

A drip email campaign is one of the flagship product features of our Agency Portal and we are continuing to enhance the capability of this tool. It is a powerful tool in the hands of an agent so the agent can be on top of engagement with their prospects and clients, as well as increase operational efficiency, and save time for other important things.

With our latest release you can do the following:

  • Drip campaign will allow you to add Unlimited stages (i.e. multiple individual emails) that create a series of emails.
  • Emails can be scheduled for specific dates and times, a certain number of days after the first email was sent, or they can be sent immediately.

Steps to start a campaign

Smart communication is not just about creating a focused campaign. It is also about automating it with smart logic to convert those one-time emails to Drip campaigns with multiple scheduled and logic-driven follow-ups to get the most out of the campaign.

Steps to Create an Email Campaign

Please follow the steps below to create a Drip Campaign:

1.Create List
2. Create Template
3. Create Email Drip Stages
4. Track Campaign

Step 3. Create Email Drip Stages:
Click on Engagement tab in the left navigation bar and click create under Campaigns

  1. Add New Stage – Add additional stages as needed for your email campaign from the left navigation panel. If it is a standalone email; e.g, a newsletter, then just fill in the other details.
  2. Campaign Name – Name the campaign as per your requirement for this email campaign
  3. From – Add From options on the screen (Tips – you can have multiple From option, to configure additional From options, email
  4. Send – Email can be pre-scheduled in three possible ways
    1. Send immediately – as soon as the campaign is created and ready to go.
    2. Send at a predefined Date and Time – select the date, time of your choice and schedule accordingly.
    3. Send After a certain number of days, week or month as you deem necessary.
  5. Template – Select the template from the dropdown. (Tips – (1) before drafting a campaign make sure all the required templates are available or created with appropriate title and subject line (2) Templates can be now categorized and organized in a folder.)
  6. The subject line may be auto-populated based on the template you pick.
  7. Signature – it is optional to include a signature at the end of the communication. You can also pick signatures, like templates, from your signature repository.
  8. Sequence – Identify and create a list of a specific target audience for this communication and select it from the dropdown.

For Stage 2 and further, Agents can further refine their recipients with additional logic based on the recipient’s response to the communication. For example, in stage 2 of the campaign, Agents can target only those who opened/clicked a link/opened but did not click/received etc.

Expert Tips: A future stage in a campaign can be edited and expanded very easily even after the campaign is already triggered.

Analytics on the campaign is available by stage on the campaign detail page. Agents can see who has opened/clicked and how many times. The agent can also download a CSV report of the recipients who have received/opened/clicked/bounced/delivered/rejected the email.

Step 4. Track Campaign:

  • Track detailed user behavior in realtime for each email campaign by viewing the Email Campaign Overview screen.
  • Filter the campaign list based on Date Filter
  • View a detailed analysis of the campaign by clicking the name of the particular campaign.

Enhancement! August 2020

Skip weekend in email campaigns

Skip weekend in Drip Campaign allows you to send emails only on working days/ business days. No emails will be received from 12:00 am Saturday to 11:59 pm Sunday by contacts. 

Use Case: When you set up automation in Drip Campaign or Single Contact Drip for auto foll