| Question / Issue |
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| How do I create a One Time Mailing or Drip Process to contacts based on Multiple Filters or Criteria? |
| Answer / Solution |
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- Login to AgencyBuzz.
- Click on the Event button in the Create New section of the toolbar.
- Select One Time Newsletter or Drip from the Event Category drop down menu.
- Give the event a name in the Event Name. Note: This internal name will be used to reference this event within the system and will not be seen by your recipients.
- Select the Event Type of One Time - To Select Contact(s) Using Multiple Filters
- Select Standard Mailing in the second dialogue box under Event Type.
- Select Pending from the Event Status drop down. If you would like to save this item as a Draft you can select Draft from the drop down.
- Move the desired mailing from the right hand box of available mailings to the left hand box by dragging it or using the arrows located between the left and right boxes.
- Add multiple mailings by dragging them from the right box to the left box. Add space between each mailing in the campaign by selecting a time length from the dropdown menu located under the right hand box of mailings. Click Add Time to add the delay to the left hand box of your event and drag & drop the delay to meet the needs of your event. Repeat as desired.
- In the Schedule section select the date and that you want this event to be executed. By default the current date and time is set.
- Create each filter you wish to add to your list of criteria for a contact to meet in order to receive the event.
- Select the Source to specify the piece of data you want to target. Your options include data fields from both Contact and Policy records in AgencyBuzz.
- Select the Condition to define how the filter should group the Value from the Source.
- Select or type the Value to define the parameter(s) for the filter.
- Stack additional sorting criteria by adding more filters using the Add Or and Add And buttons to create the logic of your segmentation.
- The Total Contact(s) Impacted message displays the number of contacts in your AgencyBuzz database that will receive this event based on your designated filters. Click the list icon next to the message to view the list of contact(s) for the event.
- Once finished, click the Save or Save & Close
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KB ID # 2095
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