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!
Digitalising Financial Advisers