How to Set Up the Commercial Welcome Kit Campaign

Learn how to set up the Commercial Welcome Kit Campaign

The most important time in a new relationship is the beginning. Give your customers a great first impression with a welcome kit.

Setting Up the Commercial Welcome Kit Campaign

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

Under 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.

*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 - Commercial Welcome Kit 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 Commercial Welcome Kit targets Active Commercial Customers. To audit the segment to confirm who is being targeted, click on "Active Commercial Customers" in the "In other words" section:

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 will 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!

*You can confirm the trigger is a "New Customer" event by either clicking "Add/Edit Triggers," or it will be displayed in the "In other words" section.


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

  1. Your new business ally - This is an email to welcome new commercial clients.

  2. Wait - 2 days from the first email before sending the second email.

  3. What you should expect from us - This lets clients know what to expect from you.

  4. Wait - 3 days from the second email before sending the third and final email.

  5. When you need to reach us - This email includes various ways clients can contact you.

  6. Pencil Icon - You can click on this icon to edit the email content or wait times.

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 Marketing>>Custom Campaigns in your left navigation bar.