| Question / Issue |
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| How do I create a Recurring Mailing or Drip Process to a contact on their birthday? |
| Answer / Solution |
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- 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 - On Contact's Birthday
- 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.
- 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 Settings section select the lead time for this event by selecting a number of days to execute the event prior to the actual birthday.
- This allows you to send the mailing process before the contact's actual birthday. Remember when creating a drip process allow the drip enough time to cover all the mailing and waits in the process.
- 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 # 750
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