Information about Template Management
Previously, there was ambiguity when navigating to another agent’s account and creating a template, as it was unclear where the template originated and how it
CSR Name, Email, Phone Tag for Workflow, Pipeline, SCD & Email Campaigns InsuredMine has recently added new tags to enhance user experience in Workflow automation,
We’ve added a preview text feature for email campaigns, workflow automation, pipeline automation, and Single Contact Drip. To view the enhancement: Add any text you
Now you can easily share your email campaign template directly on social media platforms like LinkedIn and Twitter. This allows you to promote and run
In this article, you will learn: Updated tags in Template Builder Nick name and Salutation tag Common tags will help you to make your work
As a marketer, you are expected to roll out meaningful content with effective visual appeal. Earlier you could just create customized templates using a template
In this article, you will learn: How to access Email Templates? How to edit a Template? How to Use the Email Template? How to add
A new email template for Fourth of July has been created in Template Builder. You can send 4th of July messages to any client/ leads
We are working everyday to make it easy and convenient for producers and CSR to engage with your clients. We have created a repository of
A new email template for Memorial Day has been created in Template Builder. You can send Memorial Day messages to any client/ leads of your
A new email template for Mother’s Day has been created in Template Builder. You can send Mother’s Day messages to any client/ leads of your
Introducing a Preview option in the Template builder. Now you can not only build your templates but also preview them just in a click. No
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