Adding Contacts to Campaigns in Better Agency

Video Walkthrough: 

Adding Contacts to Campaigns in Bulk

1. Filter Your Contact List:

   • Navigate to your Contact List.
   • Use the search filters to narrow your list based on criteria such as:
     • Personal vs. Commercial
     • Active, Prospect, or Inactive Customers
   • Example: If you need to rewrite policies for customers with a specific carrier leaving the market, filter by carrier name.

2. Select and Add to Campaign:

   • Highlight the contacts you wish to include.
   • Click Actions > Add to Campaign.
   • Choose the appropriate campaign, such as “Personal Lines Insolvency Campaign.”

💡 Pro Tip: This approach works well for cross-selling, policy rewrites, or launching targeted marketing efforts.

Adding a Contact to a Campaign Individually

1. Open the Contact Record:

   • Navigate to the specific contact you want to add.

2. Add to Campaign:

   • Go to the Campaigns tab in the contact record.
   • Click Add to Campaign.
   • View current, upcoming, or past campaigns for the contact, ensuring no overlap.

Managing Campaigns

1. Deactivating Individual Campaigns:

   • From the contact record, locate the campaign in the Campaigns tab.
   • Toggle the campaign on or off as needed.

2. Turning Off Entire Campaigns:

   • Navigate to the campaign management section.
   • Select the campaign you wish to deactivate.
   • Disable it to prevent additional contacts from being added.

💡 Pro Tip: If contacts are accidentally added to a campaign, this is a quick fix to adjust the list.

Why Campaigns are a Better Agency Essential

Campaigns automate processes and make it easier to:

• Cross-sell products to existing customers.
• Manage policy rewrites due to carrier changes.
• Execute targeted outreach to prospects or inactive clients.

By mastering campaign management in Better Agency, you’ll optimize your outreach and save valuable time.