InsuredMine’s CRM offers two primary email marketing approaches: Single Contact Drip (SCD) and List. Understanding when to use each method is important for effective communication & engagement with clients.
Single Contact Drip Overview:
- SCD is a quick and customizable automated email feature for client communication.
- It can be assigned to a single/multiple contacts simultaneously.
- Collaboration is possible, as SCD can be shared with team members for efficient work.
Use Cases:
- Assignable to individual contacts or in multi selection from contacts module.
- Reports on sent and scheduled campaigns are available under the sales dashboard
- Send analytics can be shown under the assigned contact communication tab .
- One more option to view the engagement module is from Scd- send analytics, Assigned SCD -Analytics view.
Lists Overview:
- Lists are directories of email/text to send drip campaigns.
- Shareable among agents for collaborative efforts.
- There are two options available for creating lists: Live lists and Static lists.
Use Cases:
- Organizing and managing contacts for marketing campaigns.
- Collaboration through shared lists among agents.
Now when to use Lists vs SCD?
For Personalization:
- Choose SCD for high personalization needs such as sending Emails, tasks, sms via email notification.
 Number of Contacts:
- For campaigns involving numerous contacts, lists may be more suitable.
 Criteria for Contact Selection:
- Lists offer flexibility in organizing contacts based on specific criteria.
Collaboration Needs:
- If collaboration with other agents or team members is essential, both SCD and Lists allow for shared efforts.
