Email Marketing & Mass Email

Overview Snippets and Merge Tags are field names that pull information directly from Sales Records (e.g., first name, carrier, product, renewal date) into your emails and SMS te...

Overview With a built-in email template editor, you can easily create custom email templates and use them in a variety of ways, such as: Automated Workflow: Automatically send...

Overview  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 ...

Overview In this article, you’ll learn how to create, schedule, and edit an Email Marketing campaign. With email campaigns, you can send product and enrollment details, holiday ...

Overview After creating a campaign, you may want to go back and make edits. Maybe you noticed a mistake in the email content that needs fixing or maybe you want to change the sc...

Overview Mass Email is a communication tool for sending emails to a list of Leads. IN THIS ARTICLE How to create a mass email How to view email history How to stop a scheduled ...

Overview Once you feel comfortable creating email campaigns, learn how to manage campaign details in this article. You can pause a campaign to make adjustments, and delete campa...

Overview Once you’ve sent an email campaign, you can monitor its performance and review results. Learn how to track the performance of your email campaigns to grow your list and...

Overview With Automated Workflow and Email Marketing, you can send emails from AMS+ to individuals and agents in your account. AMS+ tracks sent emails and campaigns on every rec...

Overview Removing a recipient from an active or pending email campaign is done at the record level under the Emails > Campaigns tab. After the campaign finishes, the record will...