Create an Email Campaign

With Email 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! You can also create and send a single one-off email at any time.

This guide walks you through the basics of how to create an email marketing campaign.

Create an Email Campaign 

From your AgentMethods dashboard, select Email Marketing. 

On this page, you'll see a list of all your upcoming  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 Email campaigns, click the  Automated Campaigns text on the right side of the Email Marketing page. 

This will open the Email Automation settings page. Under Automated Campaigns, you'll see an editable list of all your existing campaign slots. These are all of the automated emails that are scheduled to be sent to your contacts.

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

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

Use the Email Campaign Wizard

You'll now be redirected to the email 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 contacts: Send this campaign to all contacts
• Contacts that include one 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 that include ALL 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 Step 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.

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 Create & Launch Campaign button.

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

Edit Your Campaign Slot

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

If you would like to just edit the timing of the email (when it is sent), you can edit that directly from the Schedule page within the campaign wizard. Then, click the green Update Campaign 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 Automated Campaigns  page to get started.

Click the green + Add Holiday Email button on the right of the page

Step 1. 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. 

Step 2. Select your holidays

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

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

Click the green Update and Launch Campaign button to save your changes