Stay connected to your contacts by using AgencyBloc’s Automated Workflow and Email Marketing features. Use Automated Workflow for triggered communications (emails and Activities) to contacts and agents (i.e., a welcome email to a contact when their status updates to “Client”). Use Email Marketing to create mass, drip, and segmented email campaigns to send one-time messages to a larger audience (i.e., enrollment date announcement or monthly newsletter). Watch this video for an introduction to both features, and explore the Help Center to learn more.
Additional resources
- [Core Training] Getting Started with Automated Workflows
- [Help Article] Overview of Automated Workflow
- [Webinar] Email Marketing Best Practices
- [Help Article] Getting Started with Email Marketing
Video training series for Customizations & More
- How to Customize Your AgencyBloc Fields (6:06)
- Creating and Using Custom Fields (4:06)
- Adjusting Your Columns and Grid Views (3:01)
- Customizing Your Dashboard (2:34)
- Running Advanced and Saved Searches (3:39)
- An Introduction to Standard Reports (4:38)
- Finding Duplicates and Merging Records (2:14)
- Creating & Using Teams (7:34)
- A Review of Field Sets & How to Use Them (5:23)
- An Introduction to Outlook Email Sync & Email Forwarding (4:44)
- An Introduction to Automated Workflow & Email Marketing (4:18) You are here
- An Introduction to Sales Pipeline (6:54)