Email – Templates 101
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
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List of Templates
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
How to….
Edit/ update your agent profile? Add a new contact? Create a task Create a new campaign Add email template Create a List? Upload List and
Single Contact Drip
In this article, you will learn: How to create a Single Contact Drip (SCD)? Assigning agents in Single Contact Drip Assign SCD to contact in
Creating a list with female filter
A list can be created by just filtering out only your FEMALE clients. To create a list, follow the steps below. Go to Dashboard and then go to Clients by
Attach files in text editor for email
Our email system now allows attachments of files. This is a basic, but integral component of a useful email system.
Email Live feed – Email open and click counts in Dashboard
This is a new widget on the Dashboard of the Agency Portal for real time tracking of every email from campaigns that are being sent
