| Question / Issue |
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| How do I create a Recurring Mailing or Drip Process to contacts as I enter in their policy information? |
| 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 Policy Inserted.
- 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 available 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 9.
- 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.
- Select from the Settings area at the bottom of the window which Policy Carriers you'd like these mailings to go. This way, you can specifically thank contacts for choosing their new carrier.
- You can also select For All Carriers and create a more generic message.
- 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. These emails will now go out as soon as you enter a policy for the specific carriers you chose or for All Carriers if you selected this option.
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KB ID # 1457
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