Description- CSR email has been added as a sender in the drop-down of “From Section” in Nowcerts agency while creating email campaigns. An email will be sent by the CSR email added to an account.
Use Case- The email received will show CSR as the sender for special scenarios.
Process-
Note – The CSR email can be added by the Nowcerts Agency while creating the account.
- You can add a CSR email from nowcerts by adding an Account Manager/CRM.
- The added CSR email in an account synced in Insuredmine will be visible under Account 360 of an Account in the Account module.
- The email will be sent by the email mapped with the CSR of the particular account.
- Navigate to the Engagement Module. Select Create in Email Campaign.
- Go to the Sender section. Select the drop-down to choose the option.
- An email will be sent from the email mapped into CSR related to that account for the particular email campaign.
