Better Agency makes it simple to add contacts to campaigns, whether individually or in bulk. This guide provides a quick refresher and additional tips to streamline your campaign management.
Video Walkthrough:
Adding Contacts to Campaigns in Bulk
-
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.
-
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
-
Open the Contact Record:
- Navigate to the specific contact you want to add.
-
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
-
Deactivating Individual Campaigns:
- From the contact record, locate the campaign in the Campaigns tab.
- Toggle the campaign on or off as needed.
-
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.