| Question / Issue |
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| How do I create a One Time Mailing or Drip Process to contacts based upon product interest? |
| 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 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 Event Type One Time - To Select Contact(s) Using Advanced Filtering.
- Select Standard Mailing in the second drop down 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.
- Drag mailing items from the right hand box of availabe 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 a single mailing event 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 involved with the marketing process.
- 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 Advanced Filter section, select the Line of Business and Status of the contact that you want to send to.
- Once finished, click the Save button in Actions section of the toolbar. Alternatively you can click the Save & Close button to return to the main screen.
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KB ID # 747
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