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Managing Templates within the GloveBox CRM Medicare App, formerly Better Agency

This article provides a step-by-step guide on creating and sending broadcast templates in the GloveBox CRM Medicare App to streamline communication with clients.

Video Walkthrough:

1. Adding a Template

  1. Log into your GloveBox CRM Medicare App account.
  2. Navigate to the Templates section in the left-hand menu.
  3. Click on Add a Template.
  4. Enter a Template Name (e.g., "Test Template").
  5. Choose a Template Channel:
    • Email or SMS.
  6. Select a Template Type:
    • Broadcast Template: Used for bulk email broadcasts.
    • One-off Template: Used for individual messages.
  7. Enter a Subject Line (e.g., "Broadcast Test Template").
  8. Customize the Email Body:
    • Start from scratch or select an existing template.
    • Click into the text box and edit as needed.
    • Use Merge Tags (e.g., Contact First Name, Agent Email Signature) for dynamic content.
  9. Click Save Template.

2. Sending a Broadcast Email

  1. Ensure your email is synced:
    • Navigate to My Profile > Email Synced.
    • Click Connect Account and follow the steps.
  2. Go to the Broadcast section.
  3. Click Send Broadcast.
  4. Choose Email Broadcast.
  5. Set up the broadcast:
    • Sender Name (auto-populated from your profile).
    • Subject Line (e.g., "Test Broadcast").
    • Select a Template or Manually Edit the Email Body.
  6. Click Save.
  7. Select Recipients:
    • Use filters to find specific contacts (e.g., life cycle stage, state, birthday range, tags).
    • Check the contacts you want to include.
  8. Click Next.
  9. Schedule the Broadcast:
    • Select a Date and Time for sending.
    • Click Schedule and Send.

3. Importing Contacts

  1. Go to the Imports section.
  2. Choose an import type:
    • Carrier-Specific Import (e.g., Blue Cross Import Editor for structured data mapping).
    • Generic Medicare Import (for non-carrier-specific contacts).
    • GloveBox CRM Legacy Import (for transferring data from GloveBox CRM).
  3. Follow the prompts to upload and map your contact data.
  4. Complete the import process.

4. Editing an Existing Template

  1. Navigate to the Templates section.
  2. Select an existing template.
  3. Click Edit.
  4. Modify the Email Body, Subject Line, or Merge Tags.
  5. Click Save Template.

This guide provides a structured process for creating, sending, and managing broadcast templates and imports in the GloveBox CRM Medicare App.