Set Up AMPlify Cross-Marketing

With Cross-Marketing, you can schedule a year of automated emails in just a few minutes. 

In just a few minutes, you can create multi-email campaigns on various topics to convert leads. Select from a variety of campaign topics like "Dental and Vision", or "Medicare Part D", and schedule the campaign in seconds! 

This guide walks you through the basics of setting up AMPlify cross-marketing. 

Create an AMPlify Campaign 

From your AgentMethods dashboard, select AMPlify on the left navigation tab. Then click Cross Marketing. 

On this page, you'll see a list of all your upcoming AMPlify campaign emails scheduled to be sent out. If this page is blank, don't worry! We'll walk you through how to schedule new campaigns. 

To schedule AMPlify campaigns, click the green AMPlify Settings text on the right side of the Cross Marketing page. 

This will open the AMPlify settings page. Under Schedule, you'll see an editable list of all your existing campaign slots.

If this is your first time setting up a campaign slot, you will automatically be directed to the AMPlify campaign wizard.

If you have existing campaigns slots and would like to create a new one, click the green Add Campaign button to open the campaign wizard.

Use the AMPlify Campaign Wizard

You'll now be redirected to the AMPlify campaign wizard, which walks you step-by-step through how to set up a new email campaign.

Step 1. Who do you want to email?

Use tags to select which contacts you would like to enroll in this campaign. For a guide on how tagging works, read this article. 

Choose from the following options:

• All of my contacts: Send this campaign to all contacts
• Contacts with ANY of these tags: Send your campaign to contacts that have any of the tags that you select (Example: Contacts tagged "Life Insurance" OR "Dental/Vision")
• Contacts with ALL of these tags: Send your campaign to contacts that have ALL of the tags that you select (Example: Contacts tagged "Life Insurance" AND "Dental/Vision")

Next, select the tags that you would like to use to segment which contacts to send this email to.

Be sure to click the green Next button to continue.

Step 2. What do you want to email them about?

Next, you can select what topics you want your emails to be about. Selecting topics lets you send the right kind of email to the right contact. After all, there's no use in sending an email about dental/vision coverage to a contact who is only interested in life insurance!

Scroll through the list and select topics that you would like to include in this campaign.

If your selected topic doesn't have enough content to create a full campaign slot, you will see this notification asking you to select more topics in order to move to the next step.

Once you have selected enough relevant content for your campaign to proceed, a checkbox will appear in this notification bubble.

You can now click the green Next button to proceed to the next step.

Step 3. When do you want to send the email?

Lastly, you can select when you'd like to send your campaign each month.

Use the dropdown arrows to select the time slot each month that you'd like to send your campaign on.

When you're finished, click the green Update Slot button.

...

You've successfully set up a campaign! The campaign will now appear listed in the AMPlify Settings page.

Edit Your Campaign Slot

You can edit your campaign slot and enter the campaign wizard at any time by clicking the blue "+ Edit Slot" button.

If you would like to just edit the timing of the email (when it is sent), you can edit that directly from the settings page. Then, click the green Save Schedule button to save your changes.

Holiday Topics

We automate the holiday emails for you! Whether you'd like to send a New Year's greeting or Thanksgiving appreciation email to your contacts, we've got you covered.

Simply scroll down to the Holiday Topics section on the AMPlify settings page to get started.

Step 1. Select your holidays

You can customize on which holidays you'd like to send a note to your customers. Click the green + Choose Holidays button on the right of the page

On the next page, check whichever holidays that you'd like to include in your AMPlify campaigns.

Click the green Submit button to save your changes

Step 2. Choose which contacts will receive emails

Now, use tags to select which contacts will receive these holiday emails. You can send them to all of your contacts, or segment them by any existing tags.

For a guide on how tagging works, read this article. 

Enable AMPlify Cross Marketing 

Once you've edited all your settings for your cross marketing campaigns, turn everything "on' by toggling the button at the top of the AMPlify cross marketing page.