| Question / Issue |
 |
| How do I create a Recurring Mailing or Drip Process to contacts every year on their policy expiration date? |
| Answer / Solution |
|
- Login to AgencyBuzz.
- Click on the Event button in the Create New section of the toolbar.
- Select Business Rule 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 Business Rule Event - On Expiration Date
- Select Enabled from the Event Status drop down. If you would like to save this item as a Draft you can select Disabled 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 Settings section select the Line of Business for the policy type you want to target for this Event. Hold down the Shift or Ctrl keys to select multiple lists.
- Additionally, select the lead time for this event by selecting a number of days to execute the event prior to the actual expiration date. This allows you to send the mailing process before the actual date.
- Once finished, click the Save or Save & Close
|
KB ID # 2103
Add to favorites