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.
With Email Marketing, you can:
- Send a newsletter to your current customers.
- Notify policyholders of a carrier change.
- Send a series of emails for a cross-sell campaign.
Activating Email Marketing
Only your agency's Account Owner can activate and set up Email Marketing. 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 Email Marketing and follow the setup process.
Who can access and use Email Marketing is based on your agency’s security settings. For an overview of security settings, review the Managing Security Groups article.
If you need help setting up your security groups, please have your agency’s account owner contact our Client Success Team at firstname.lastname@example.org or 1-866-338-7075.
Once Email Marketing is activated, check out these articles to learn how to build a successful campaign:
- Best Practices for Sending Email
Follow these best practices to increase the likelihood of your emails being opened and read.
- Tips for Email Content to Avoid Spam
Follow these tips to write emails that don't end up in spam or trash folders.
- Email Template Settings
Check out email template settings to personalize your emails with your agency's branding.
- Building Email Campaigns
Review this article and learn how to craft the email content for your campaigns.