In this article, we will cover how to set up the Personal Account Review Campaign. Watch the video walkthrough below or scroll down for instructions on how to set up this campaign!
Setting Up the Personal Account Review Campaign
To locate the campaign, first, click "Content Library" in the left navigation bar:
Under the "Account Review & Renewal" section, locate the Account Review: Personal. There are two versions of this campaign:
Quick Start Campaign*: This campaign is intended to run once a year for your active customers. The campaign sends the first message 60 days before the Customer Since date.
Custom Campaign: This is a customizable version of the Quick Start campaign.
*If you choose the Quick Start Campaign option, you will not have the ability to edit it. You can toggle on this campaign and use our default content.
We will focus on setting up the custom version of this campaign. After you locate the Custom Campaign - Account Review: Personal in the Content Library, select "Customize":
This will install the campaign to your Custom Campaign Library. Click "View/Edit" to start customizing the campaign:
Determine Your Audience
Next, we will confirm who gets the messages and when. The Personal Account Review Campaign targets Active Personal Customers. To audit the segment to confirm who is being targeted, click on "Active Personal Customers" in the "In other words" section:
This will open a new window with the Active Personal Customers Segment that was installed with the campaign. Here, you can confirm that the segment is targeting "Active Accounts" with a "Personal" client type.
After confirming the segment for your group, you can close the window to return to the Personal Account Review Sequence page.
When are people from Active Personal Customers added and subtracted from the audience?
Next up, we will confirm when people will be added or removed from the audience. The campaign defaults to add audience members on an "Ongoing" basis. This means that each year a client is going to receive this campaign and if they ever become inactive they are going to be removed from this campaign. Also, if a new client comes in, they will be added to the campaign right away.
People in the Active Personal Customers segment will be added to the audience every time you sync your management system and removed when they no longer match your segment.
The "Steps" section will show you an overview of the campaign.
Reviewing your coverage - This email reminds clients to review their insurance coverage.
Pre-Renewal Checkup - This email serves as a second reminder to review their insurance coverage and to let them know their policy renewal date is approaching.
Account > Customer Since - This campaign uses an Account Date Sequence. You can click on this section to change the settings. More information on this section is listed below!
Pencil Icon - You can click on this icon to edit the email content.
This campaign uses an Account Date Sequence. The default option here is "Account > Customer Since." You can keep the default option here, or if you'd like to change this setting click on this section.
Click on "Account > Customer Since" to change this setting:
Here, you will be able to select a date. In this example, we will choose "Policy > Expiration Date":
You can choose to either "Filter only to Active policies" or "Target both Active and Inactive policies." Click "OK" to continue:
Edit the Event's Relative Days
If you want to make changes to the event's relative days, you can click on the days listed on the far right of each step. In this example, since we have changed the Account Date Sequence to "Policies > Expiration Date," we'll want to make sure the days listed here are before the policy expiration date:
Great! Now that you've reviewed the campaign and made any changes you'd like to, it's time to launch the campaign!
Launching Your Campaign
When you are ready to launch the campaign, set it live by clicking "Launch," on the bottom right corner:
Review your changes, and click "Go Live."
Nice job, you've set up the Personal Account Review Campaign! If you ever need to edit or delete this campaign in the future, you can locate the campaign by clicking on Marketing>>Custom Campaigns in your left navigation bar.
Watch our webinar: How to Automate Your Account Reviews