InsuredMine CRM | Optimize and Grow Your Insurance Agency

Preview Text in Workflow Automation, Pipeline Automation, SCD, Email Campaign

We’ve added a preview text feature for email campaigns, workflow automation, pipeline automation, and Single Contact Drip.

To view the enhancement:

  • Add any text you want to preview within the email.
  • Within Workflow automation, you will also have the option to preview text. For instance, we’re adding preview text to Workflow automation
  • Then, click on Update.
  • Once the automation is triggered, you will receive an email, and you can preview the body of the text that was added in the stage of the workflow automation.

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