Topics > AgencyBuzz > Events > KB ID # 2097

KB ID # 2097
Last Update : 2018/06/18
Rating : Not Rated
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Question / Issue
How do I create a One Time Mailing or Drip Process to contacts within a specific age range?

Answer / Solution

AgencyBuzz allows you to target contacts based on their age range determined by their birthday year. If you do not have birthdates listed in the Birthday field of your contact records in AgencyBuzz, this Event will not execute properly.

  1. Login to AgencyBuzz.
  2. Click on the Event button in the Create New section of the toolbar.
  3. Select One Time Newsletter or Drip from the Event Category drop down menu.
  4. Give the event a name in the Event Name. Note: This internal name will be used to reference this event within the system and will not be seen by your recipients.
  5. Select the Event Type of One Time -  By Age Range
  6. Select Standard Mailing in the second dialogue box under Event Type.
  7. 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.
  8. Move the desired mailing from the right hand box of available mailings to the left hand box by dragging it or using the arrows located between the left and right boxes.
    1. Add multiple mailings by dragging them from the right box to the left box. Add space between each mailing in the campaign by selecting a time length from the dropdown menu located under the right hand box of mailings. Click Add Time to add the delay to the left hand box of your event and drag & drop the delay to meet the needs of your event. Repeat as desired.
  9. 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.
  10. In the Settings section the age range you wish to send the event to by typing in a minimum from age and maximum to age. Note: AgencyBuzz will not send to contact records who are below the age of 17 years old.
  11. Once finished, click the Save or Save & Close

 



Direct Link to This KB
http://support.insurancewebsitebuilder.com/support/iwb/?f=2097
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