After activating Email Marketing, you can create and send email campaigns. Email campaigns help your agency build and maintain client relationships through regular contact. You may find it useful for sending out mass communications, such as newsletters.
Set up drip delays for multi-stage email campaigns. Learn more about building email campaigns in this article.
IN THIS ARTICLE
Create a campaign
You can create a new campaign from the +New menu or the Email Marketing page. When creating a campaign, make sure to give it a unique name that describes the purpose of your communication.
As long as your email campaign is in a draft, pending, or paused status, you can edit and update any of the campaign details, such as recipients, triggers, and email content. If you’re editing an active campaign, please review the article on Editing & Managing Campaigns.
Select the recipient type
When creating an email campaign, specify your recipients from the 'Send To' dropdown. You can send campaigns to the following recipient types:
|Individual||All individuals in your AgencyBloc account.|
|Primary Contact of Groups||For every group, you can set an individual as its primary contact. The campaign will send emails to this individual.|
|Group Individuals||All individuals associated to a group.|
|Policyholders||Policies in your account can be associated to individuals. The campaign will send emails to these individuals.|
|Primary Contact of Group Policies||Policies associated with a group. The campaign will use the Primary Contact for your group as the sent to.|
|Group Policy Individuals||
All individuals that have an enrollment on a group policy.
Note: You can use enrollment status and election to filter your recipient list.
|Agent||All agents in your account.|
Set campaign details
Once you’ve specified the recipient type, you’ll need to fill in a few more details before you can craft the email content.
|Email Header||The top of campaign emails can include your business logo. Please note, your business logo must first be uploaded to Email Template Settings before you can add it to campaign emails.|
|Number of Emails||Choose the number of emails this campaign will send. If you want your campaign to distribute 2-3 emails over a duration of time, set the number of emails. For email campaigns, you can include up to 3 drip email in a drip.|
|From Name||This name will display when your recipients open their inbox. Use a name your recipients will recognize.|
|Reply to Email||Set the email address recipients can reply to for your campaign.|
Set drip delay
When creating a campaign with two or more emails, you'll need to specify when each email will be sent. You can delay each subsequent email by days, weeks or months. You may find it helpful to set a drip delay for multi-stage email campaigns.
Craft your emails
Before you get started, review these tips on spam so you know what to do and what not to do to avoid it. Your agency's account has a spam rate threshold, and when it gets too high, AgencyBloc will automatically disable your email-sending capabilities for Automated Workflow and Email Marketing.
Once you know what you want to say, consider the following when crafting your emails:
- Email content
When crafting a campaign or workflow email, you can add variable data and images to personalize it. If you send it often, you can keep and reuse the message by adding it to saved content.
- Email structure
To help your recipients read and navigate within the email, organize the content with layouts. That way, they can return to it later and quickly find what they're looking for.
- Email test
To help you catch typos and grammatical errors, preview and test your emails. Read it from the recipient's point of view to make sure it makes sense. Send the test email to others on your team to get their feedback as well.
Refine your Recipient list
When creating an email campaign, you can refine the recipient list by using filters. By refining your recipient list, you will ensure that the right contacts are included in your email campaigns.
Use filters, like type and status, to target specific contacts in your book of business. By default, your campaign will send emails to all contacts if there are no filters.
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.