InsuredMine CRM | Optimize and Grow Your Insurance Agency

Save as draft

Use case: Your agency decides to launch a campaign for an upcoming renewal scheme, from a particular carrier in the near future . You can create the drip workflow and start it after the scheme is announced.

How to save a campaign as a draft?

  1. After creating the workflowReview your workflow screen appears.
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2. Scroll down to click on Save as Draft.

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Note: When you click Pause for a live campaign under the Running tab, the campaign is automatically Saved as Draft for later use. It appears in the Drafts section.

How to locate the saved draft?

The draft can be viewed in Analytics segment of Automations. To view analytics segment navigate to Engagement>Automation> Analytics. Click on the Drafts tab for the workflow you created.

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