Overview
With Automated Workflow and Email Marketing, you can send emails from AMS+ to individuals and agents in your account. AMS+ tracks sent emails and campaigns on every record so you can see all this information in one place. In this article, you'll learn where to find sent emails and view campaigns tied to records.
IN THIS ARTICLE
Viewing sent emails
Emails sent to individuals or agents
Emails sent to individuals associated to a group or policy
Viewing campaigns details
Removing a recipient
Viewing sent emails
Once emails are sent from Automated Workflow or Email Marketing, you can view the email content and interaction details in the Outgoing tab under the Emails tab. Use this information to catch up on the latest communications sent to a recipient. Also, review and monitor email communications with your contacts to prepare for any future contact points.
Emails sent to individuals or agents
The Outgoing tab for Individual and Agent records shows all emails that were sent from AMS+ to an Individual or Agent recipient. Click on the email subject to view its content. If you want more information about a particular campaign or you want to review its performance, click on the campaign name (only users those with Manage Campaign Emails permissions will see a link). You can filter and sort through the sent emails to locate a particular email.
Details
| Field | Description |
|---|---|
| Email Subject |
Subject of the sent email. Click to view the email content. Please note, if you included variable data in the email subject, the subject may differ on each contact record was sent an email from the workflow. |
| Type | How the email was generated - Automated Workflow or Email Marketing. |
| Name | The name of the workflow or campaign that generated the email. |
| Associated With | The record that met the criteria or triggered the campaign. |
| Sent Date | The date the email was sent. |
| Interaction Date | The most recent interaction with the email. |
| Opened | A count of how many times the email was opened. |
| Clicked | If a URL was included in the email, how many times it was clicked. |
Emails sent to individuals associated to a group or policy
The Outgoing tab for a group record shows all emails that were sent to its primary contact. Please note, a group can only have one primary contact but its primary contact can change. Thus, you could see sent emails for multiple primary contacts. You can also view emails sent to the group’s individuals.
The Outgoing tab for a policy record shows all emails that were sent to its policyholder, servicing agents, account manager, or system users. For group policies, you can view emails to the policy’s associated individuals.
To review overall details of the automated workflow or Email Marketing campaign that generated the email, click on the workflow/campaign name (only those with Manage Campaign Emails permissions will see a link). You can filter and sort through the sent emails to locate a particular email.
Details
| Field | Description |
|---|---|
| Email Subject | Subject of the sent email. Please note, the email subject may vary if variable data was added. Click to view the email content. |
| Type | How the email was generated - Automated Workflow or Email Marketing. |
| Name | The name of the workflow or campaign that generated the email. |
| Recipient | The contact in AMS+ that received the email. |
| Sent Date | The date the email was sent. |
| Interaction Date | The most recent interaction with the email. |
| Opened | A count of how many times the email was opened. |
| Clicked | If a URL was included in the email, how many times it was clicked. |
Viewing campaign details
After an Email Marketing campaign has been created and activated, you can view the campaign details for a record in the Campaigns tab under the Emails tab. Use the Campaigns tab to review, monitor, and manage your Email Marketing campaigns.
AMS+ includes campaigns where the record is the reason or trigger for the campaign. A campaign can be triggered by one record and then sent to a different recipient. For example, an email campaign sent to policyholders would show like this:
Campaign: The campaign is for the policy, so it ties to the Policy record.
Outgoing: The email is sent to an individual, so it ties to the individual record.
Details
| Field | Description |
|---|---|
| Name | The name of the campaign that generated the email. |
| Type | The campaign that generated the email. |
| Sent to | Recipient type for the campaign. |
| Last Sent To | Recipient that received the most recent campaign email. |
| Last Sent Date | The date the email was sent. |
| Status | The status of the campaign. If incomplete, you can stop future email. |
Removing a recipient
While on the Campaigns tab, you can remove the record from active email campaigns. By removing the record, it will be excluded from further campaign actions.
See the table below for more details.
| Record type | When removed... |
|---|---|
| Agent | The contact will not receive any further emails from the campaign. |
| Individual | The contact will not receive any further emails from the campaign. |
| Group | The group’s individuals will not receive any further emails from the campaign. |
| Policy | The group policy’s individuals will not receive any further emails from the campaign. |