KB ID # 754
Last Update : 2012/12/20
Rating : Rated 2Rated 2
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Question / Issue
How do I create a new mailing event?

Answer / Solution
  1. Login to AgencyBuzz.
  2. Click on the Event button in the Create New section of the toolbar. Depending on your needs, you can select from the following options in the drop down menu:
    • One Time Newsletter or Drip
    • Recurring Newsletters
    • Business Rule
  3. Give the event a name in the Event Name, this will be used to reference this event within the system.
  4. Select the Event Type from the Event Type drop down box.
  5. Reference the Related FAQs section below for detailed information on each event type.

Related KBs
How do I create a One Time Mailing to all contacts?
How do I create a One Time Mailing or Drip Process to select contacts?
How do I create a One Time Mailing or Drip Process to one or more distribution lists?
How do I create a One Time Mailing or Drip Process to contacts based upon product interest?
How do I create a Recurring Mailing or Drip Process to customers who are entered into the database?
How do I create a Recurring Mailing or Drip Process to customers who are inserted into or updated within a line of business?
How do I create a Recurring Mailing or Drip Process to a contact on their birthday?
How do I create a Recurring Mailing or Drip Process to a contact on their anniversary?
How do I create a Recurring Mailing or Drip Process to contacts on a specific day each year?
How do I create a Recurring Mailing or Drip Process to contacts on a specific holiday?

Direct Link to This KB
http://support.insurancewebsitebuilder.com/support/iwb/?f=754
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