| Question / Issue |
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| How do I create a One Time Mailing or Drip Process to contacts who have a specific policy type and policy status? |
| 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 Policy Holder(s) Using Advanced Filtering
- 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.
- In the Settings section select the Policy Type and Status for the contact(s) you wish to send the event to. Hold down the Shift or Ctrl buttons to select multiple options.
- Once finished, click the Save or Save & Close
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KB ID # 2099
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