Write clear and specific subject lines
- Avoid excessive promotional or "catch" words such as "Invest now" or "Save big"
- These types of phrases may trigger spam filters and reduce deliverability
Personalize email templates using Merge Tags
- Use Merge Tags to insert recipient information
- Example: "Dear #FIRSTNAME#"
- Apply Merge Tags to other fields where personalization is needed
- Available Merge Tags may vary depending on the email feature
Target email content based on recipient data
Use Automated Workflow to send relevant emails based on:
- Status disposition
- Carrier and Carrier Product
- Birthday
- Renewal date
- Effective date
- Turning 65 date
Understand how compliance information is handled
- Email templates include a required footer with your agency’s physical address for CAN-SPAM compliance
- This footer is automatically added and cannot be edited or removed