How to Set Up the Commercial Welcome Kit Campaign

Learn how to set up the Commercial Welcome Kit Campaign

Start your relationships with your agency's customers off right and leave a great first impression with an account welcome kit.

Setting Up the Commercial Welcome Kit Campaign

To locate the campaign, first, click "Content Library" in the left sidebar:

Scroll down to the "New Policy/Customer" section, locate the Commercial Welcome Kit. There are two versions of this campaign.

Quick Start Campaign: This three-message sequence welcomes new clients, lets them know what they should expect from you, and ends with a various ways they can contact you.
Custom Campaign: This is a customizable version of the Quick Start campaign.

Note: If you choose the Quick Start Campaign option, you will not have the ability to edit it. You can toggle this campaign "on" and use our default content.

Let's focus on setting up the custom version of this campaign. After you locate the Custom Campaign - Commercial Welcome Kit in the Content Library, select "Customize" to add the campaign to your custom campaigns library.

On the next screen, click "View/Edit" on the right-hand side to start customizing the campaign.

Determine Your Audience

We'll start by confirming the audience of this campaign. The Commercial Welcome Kit targets Active Commercial Customers. Use the "In other words..." section at the bottom of this block to understand who will be targeted. To audit the segment to confirm who is being targeted, click the blue "Active Commercial Customers" text at the bottom of your screen.

This will open a new window with the Active Commercial Customers Segment that was installed with the campaign. Here, you can confirm that the segment is targeting "Active Accounts" with a "Commercial" client type.

After confirming the segment for your group, you can close the window to return to the Commercial Welcome Kit Sequence page.

When are people from Active Commercial Customers added and subtracted from the audience?

Next up, we'll confirm when people will be added or removed from the audience. The campaign defaults to add audience members "In The Future." This means that the campaign will add audience members when they match specific triggers in the future.

The trigger for this campaign is a New Customer Event. A New Customer Event is defined as having had zero policies or active accounts with you in the last six months, and they then have an active account.*

Next time you sync with this new client in your agency management system, it is going to add them to the Welcome Kit Campaign!

Steps

The "Steps" section will show you an overview of the campaign.

You can click on the pencil icon next to any of the shown steps to edit the content or wait times of said step. At the bottom of the screen, you'll see an option to add a step if you'd like to make the campaign run longer.

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."

Great job, you've set up the Commercial Welcome Kit Campaign! If you ever need to edit or delete this campaign in the future, you can locate the campaign by clicking on the "Marketing" dropdown and selecting "Custom Campaigns" in your left navigation bar.