How to activate Email Marketing, Mass Email, and Automated Workflow in AMS+

Email Marketing is a tool to communicate with prospects, clients, and agents using email. Create and schedule email campaigns to send mass communications to a list of recipients.

Requirements

• You must be the Account Owner of your agency’s AMS+ account.
• You must be logged into AMS+ as an Agency User.
• You must be assigned to a Security Group with the Manage Email Marketing permissions.

Activate

There are no activation costs, but sending emails is charged at $0.02 (two cents) per recipient. This cost is added to your monthly bill.

To activate:

Go to Automated Workflow or Email Marketing page.

For this example, we’ll go to Email Marketing.

On the Policy Agreement step, review the terms and conditions.

If you accept, mark the “Yes, I have read and agree to the Email Policy” checkbox.

Select the Continue button.

On the Company Info step, enter your company’s business information, backup information, and notification preferences.

• Business information:
  • Business Name
  • Business Address
• Backup information:
  • Marketer Name - The name that will be used if an email “From Name” can’t be identified in AMS+.
  • Marketer’s Email - The email address that will be used if the “Reply-To” or ”Send To” can’t be identified in AMS+.
  • Backup User - The user assigned to an Activity when a follow-up user can’t be identified.
• Notification preferences:
  • Notify when…
    • Someone indicates an email is spam (optional)
    • Spam rate meets threshold (default required)
    • Bounce rate meets threshold (default required)
  • Notification Email - This email address will receive notifications about spam and bounce rates.

Select the Save & Continue button.

On the Email Template step, add your company logo and update the colors of your email template.

Note: Template colors apply to Legacy Servicing Automated Workflows and Email Marketing campaigns only.

Select the Save & Continue button.

Upon completion, Automated Workflow (Servicing), Email Marketing (Servicing), and Mass Email (Sales) features will become available and accessible in AMS+ for your agency.