AgencyBloc allows you to create campaigns to email a list of recipients. Email campaigns help your agency build and maintain client relationships through regular contact. When sending email campaigns, a record must have an email address in AgencyBloc to be included in a campaign.
Email campaigns are a way to send out a newsletter or announcement emails. Use email campaigns to send targeted drip emails to contacts. Email campaigns are best to use when you are focusing on a specific audience.
IN THIS ARTICLE
Create an Email Campaign
After email marketing has been activated, there are two ways to create a new email campaign. When creating a campaign, make sure to give your email campaign a unique name to describe the purpose of your communication.
Option 1: From the +New button, select email campaign.
Option 2: Select Email Marketing from the main tabs, then the Saved Campaigns tab. On the right, select New Campaign.
Set Campaign details
Select your Audience
When creating a new email campaign, set your audience using the 'Send To' drop-down menu to determine who you are emailing with your campaign. You can send campaigns to the following audience types:
|Individual||Pull from the full list of Individuals in your AgencyBloc account.|
|Primary Contact of Groups||For each of your Groups, you can set an individual as a primary contact for that group. This is the individual your email campaign will send to.|
|Policyholders||Policies in your account associated with an individual record. The campaign will use the individual’s email address for the send to.|
|Primary Contact of Group Policies||Policies associated with a group. The campaign will use the Primary Contact for your group as the sent to.|
|Agent||The list of agents from the Agent tab within your account.|
Set Email details
Set the details for a campaign you create in. Below are a few details to help you make your selections.
|Email Header||Set if you want your email to include your logo at the top of an email or not.|
|Number of Emails||Set the number of emails this campaign will send. To create a drip campaign spread over a duration of time for a campaign, set the number of emails. For email campaigns, you can include up to 3 drip email in a drip.|
|From Name||Set the name your recipients will see in their inbox. Tip: Select a name your recipients will recognize.|
|Reply to Email||Set the email address recipients can reply to for your campaign.|
Craft your Emails
Drafting your Email
After you've set up the details for your campaign, you then create the email(s) for the campaign. This is where your unique voice will shine. Spend some time thinking through the purpose of your email and the flow of your email content. Here are few things to keep in mind when drafting your email:
- Make sure to keep your subject line short and simple, between 5-8 words.
- Use direct and plain language to help recipients easily read and interact with your content.
- Try to have at least one clear call to action in your email - giving recipients a path to take next steps.
- Review tips for email content to avoid spam to help guide your content.
Structuring your Email
Now, you are ready to build the structure of your email. You can use saved content, variable data, layouts, and add images to build out your email. Once you've completed your email, preview and test your emails to double check content and formatting prior to sending. It's best practice to have a peer read and review emails before being sent.
Using Drip Delays
When setting up a campaign with more than one email, you'll need to specify when to send each subsequent email. You have the option of delaying the subsequent emails by a number of days, weeks or months. Think of a drip delay as how long to wait until you want to send the next email in a campaign. Sequence emails over a period of time to create scheduled communications.
Refine your Recipient list
We suggest refining the recipient list to ensure you are sending a targeted email. When you are building an email campaign, you can narrow down the list of recipients by using filters. Each new campaign defaults to include ALL contact records for the audience selected. Without any additional filtering, a campaign would send to all contacts for the audience selected.
Create a targeted recipient by using criteria, such as Type and Status. Filter recipients by selecting the check boxes at each section on the page. Keep in mind, the more filters added, , the more targeted the list of recipients.
Example: You only want to contact Individuals with a type of ‘Client’ and status of ‘Enrolled’. By selecting ‘Client’ in the Type filter and ‘Enrolled’ in the Status filter, you are refining your Individuals to create a specific list of recipients.
Edit an Email Campaign
As long as your email campaign is in a draft or pending stage, you can edit and update any of the campaign details, from recipients to triggers to the email body.
If you are working with an active campaign, please review the article on Editing & Managing Campaigns.