KB ID # 750
Last Update : 2012/12/20
Rating : Rated 1
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Question / Issue
How do I create a Recurring Mailing or Drip Process to a contact on their birthday?

Answer / Solution
  1. Login to AgencyBuzz.
  2. Click on the Event button in the Create New section of the toolbar. Select Business Rule Event from the drop down menu.
  3. Give the event a name in the Event Name, this will be used to reference this event within the system.
  4. Select the Business Rule Event - On Contact's Birthday
  5. 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.
  6. 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.
  7. If you want to create a single mailing event skip to step 10.
  8. 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.
  9. 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.
  10. 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.
  11. 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.

Related KBs
How do I edit an existing event?
How do I create a new mailing event?

Direct Link to This KB
http://support.insurancewebsitebuilder.com/support/iwb/?f=750
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