| Question / Issue |
 |
| How do I create a Recurring Mailing or Drip Process to contacts as they are assigned to a specific Office Location? |
| Answer / Solution |
|
- Login to AgencyBuzz.
- Click on the Event button in the Create New section of the toolbar. Select Business Rule Event from the drop down menu.
- Give the event a name in the Event Name - this will be used to reference this event within the system.
- Select the Business Rule Event - Contact Assigned to Office Location
- Select Enabled from the Event Status drop down. If you would like to save this item as a Draft so it doesn't go out right away, you can select Disabled from the drop down.
- Drag mailing items from the right hand box of available mailings to the left hand box. Also, you can click the left single arrow to add one highlighted mailing at a time.
- If you want to create an event with only one mailing, skip to step 10.
- If you want to create a drip process you can add a delay between mailings by selecting a time delay from the timer drop down box and clicking Add Time.
- You can create "custom" times by adding multiple timing events together.
- Continue to drag and drop mailings and delay timers to meet the needs of your event.
- You can even mix and match mailing types such as E-Mail, Print & Mail, SMS Text Messages, and Reminders. By including these interoffice reminders you can create a marketing workflow in your agency that will get your agents in the loop of what mailings a contact's received during the marketing process.
- Select which Location's contacts you would like this mailing to go out to in the Settings area at the bottom of the window.
- Once finished, click the Save button in the Actions section of the toolbar. Alternatively you can click the Save & Close button to return to the main screen. The mailing will now go out as soon as a contact is assigned to that specific Office Location.
|
KB ID # 1456
Add to favorites