Automations
Email sequences, triggers, and workflow automation.
Setting Up Your First Automation Workflow
Build a multi-step automation with email, SMS, and WhatsApp triggered by pipeline changes.
Understanding Automation Triggers
Learn about all available triggers and when to use each one for maximum impact.
Building Multi-Step Email Sequences
Create drip campaigns with multiple emails, delays, and conditions.
Automating Renewal Reminders
Never miss a policy renewal with automated reminder sequences.
Birthday and Anniversary Automations
Send personalized birthday and policy anniversary messages automatically.
Using Automation Templates
Start from pre-built templates for common insurance workflows.
Automation Analytics
Track open rates, click rates, and conversions for your automations.
Conditional Branching in Automations
Create if/then logic to personalize automation paths.
SMS Automation Steps
Add SMS messages to your automations alongside emails.
Using Merge Tags in Automation Messages
Personalize automation emails and SMS with dynamic contact data and booking links.
Understanding Automation Logs & Analytics
Track automation performance, troubleshoot failures, and optimize your sequences.