In this video you will learn how to setup a policy renewal campaign from scratch. If you prefer, you can simply use this campaign as a template from the Campaign Library.
Keys to a Policy Renewal Campaign
Sequence information

- Choose a Date Sequence based on an Account Field
- The Account Field needs to be
Policy > Effective Date
-
Run Annually
should be chosen so that this campaign runs year after year. Otherwise it will only run for the current policies and not a second time upon renewal.
Sequence Settings

- Segment should isolate
Policy > Is Active = true
and the specificClient Type
in this case we are targetingCommercial
You can adjust your targets to anything you like to isolate which clients you want to communicate with. -
Add When
event needs to beMatch Segments
-
Remove When
event needs to beNot Match Segments
-
Once Per Policy
must be selected otherwise