Full steam ahead in November!
October New Release! Personalised Mass Mailing functionality similar to Mailchimp or Sendgrid
1. Personalised address email to send merge tag content to unlimited leads and policyholders.
Adding a merge tag onto an email or message allows you to include a customer’s first name etc, or any other collected data in order to connect to your audience.
2. You are able to select recipients according to specific criteria: such as birthday, policy anniversary and more!
3. You can create, save and reuse the mail templates, send it via emails or app messages.
Free 3 months' trial is now available for use!
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Digitalising Financial Advisers