To create a new mass email campaign, navigate to Email from the main menu in the blue navigation bar and select My Mass Emails.
On the upper-left side of the page, click Add Mass Mail. This will open the setup page for your new mass email campaign.
Campaign Setup
Name – Enter a name that will help you identify the purpose of the mass email campaign.
Sending Speed – Use the drop-down menu to select the speed at which the emails will be sent.
Recipients – Choose who will receive the mass email:
Category – Selecting this option will display additional category options.
Agency – Selecting this option will display a drop-down menu where you can choose a specific agency.
Insurance Company – Selecting this option will display a drop-down menu where you can choose a specific insurance company.
Contacts – This option allows you to send the mass email to a specific contact type that you have created.
Template Selection
Once you have selected your recipients, scroll down to the Template section and choose the email template you would like to use for the campaign.
Additional Options
Below the template section, you will find the following options:
Send this mass mail on a date I specify.
If this option is not selected, the email campaign will be sent as soon as possible.When I create this mass mail, place it on pause so it does not send immediately.
Select this option if you would like to review or activate the campaign at a later time.When an email in this mass mail is undeliverable and bounces, please do not email me a notice. Instead, automatically select the option in the agent/client record to prevent future mass mail emails from being sent to that address.
Acknowledgement
At the bottom of the page, you will find an acknowledgement section. This confirms that you understand the requirements for mass email campaigns, including:
Providing an unsubscribe link within the email.
Including your company's mailing address.
After completing all required fields and reviewing your settings, click Add Mass Mail at the bottom of the page to create the campaign.
If you have any questions, please feel free to give us a call at (800) 700-8112, or you can email us at help@inspectionsupport.com or open a chat in the upper right corner of your ISN!