1. How do I create a News and Promotion?
To create a News & Promotion, access via your menu bar ""Publishing"" > ""News and Promotions"". Then simply select ""+ Create"" to reach the ""News & Promotion"" input screen where you provide the Type (News or Offer), a cover photo (optional) and a link to the web content to be presented. You may then "Preview" first before clicking "Publish".
To create a News & Promotion, access via your menu bar ""Publishing"" > ""News and Promotions"". Then simply select ""+ Create"" to reach the ""News & Promotion"" input screen where you provide the Type (News or Offer), a cover photo (optional) and a link to the web content to be presented. You may then "Preview" first before clicking "Publish".
2. What does "Cover Photo" mean?
Cover photo is an accompanying image you attached when you post a news & promotion.
3. Why is "Cover Photo" mandatory?
The cover photo is a visual aid/ marketing tool that helps bring attention to your message.
4. Is there a character limit to "Short Description"?
Yes, it is limited to 512 characters.
5. How can I send the News and Promotion to my clients email other than the app?
You can send the same piece of News and Promotion to clients email via the "Email" tool or to both client's app & email via the "Send Publications" tool.
Cover photo is an accompanying image you attached when you post a news & promotion.
3. Why is "Cover Photo" mandatory?
The cover photo is a visual aid/ marketing tool that helps bring attention to your message.
4. Is there a character limit to "Short Description"?
Yes, it is limited to 512 characters.
5. How can I send the News and Promotion to my clients email other than the app?
You can send the same piece of News and Promotion to clients email via the "Email" tool or to both client's app & email via the "Send Publications" tool.
6. I do not want some of my clients to receive this News and Promotion. How can I do it?
You select the clients you wish to send the News and Promotions to via the "Campaign Management" tool.
You select the clients you wish to send the News and Promotions to via the "Campaign Management" tool.
7. Will my client receive a notification when I publish a News and Promotion?
Yes. They will receive a notification on their app or email depending on the profile and publishing settings you have created.
Yes. They will receive a notification on their app or email depending on the profile and publishing settings you have created.
8. How will my client know I am the one who sent the News and Promotion? And not another relationship manager/agent?
The app notification/ email sent will include your credentials. On the app newsfeed, we show your name and profile picture.
The app notification/ email sent will include your credentials. On the app newsfeed, we show your name and profile picture.
EMAIL
9. When do I use Email and when do I use News and Promotion?
News and Promotion allows you to send information via the MOBILE APP ONLY to all your customers. Whereas for Email, you can select a list of customer to send an email too by uploading only a specific set of email addresses.
10. Can I change the email title and content?
Yes you can.
11. How do I upload the email addresses I want to send to?
You can upload an excel or csv. file with the list of email addresses you wish to receive your content.
9. When do I use Email and when do I use News and Promotion?
News and Promotion allows you to send information via the MOBILE APP ONLY to all your customers. Whereas for Email, you can select a list of customer to send an email too by uploading only a specific set of email addresses.
10. Can I change the email title and content?
Yes you can.
11. How do I upload the email addresses I want to send to?
You can upload an excel or csv. file with the list of email addresses you wish to receive your content.
12. Why doesn't the system auto populate the emails that are already stored in the system?
If we auto populate the emails that are already stored , we would not be able to allow you to send to leads that you have yet put in the system.
13. How will my client know I am the one who send the Email? And not another relationship manager/agent?
Your (email address included) credentials is included when you client received the email.
If we auto populate the emails that are already stored , we would not be able to allow you to send to leads that you have yet put in the system.
13. How will my client know I am the one who send the Email? And not another relationship manager/agent?
Your (email address included) credentials is included when you client received the email.
SEND PUBLICATIONS
14. How do I send a Publication?
To send a Publication, access "Publishing" > "Send Publications"
15. How do I filter the dates of my preference?
To filter the dates, simply select the applicable timeframe and update the list to view
16. How do I select multiple clients at a time to send a publication?
To select multiple clients, simply check on the tick boxes on the left.
14. How do I send a Publication?
To send a Publication, access "Publishing" > "Send Publications"
15. How do I filter the dates of my preference?
To filter the dates, simply select the applicable timeframe and update the list to view
16. How do I select multiple clients at a time to send a publication?
To select multiple clients, simply check on the tick boxes on the left.
17. Will my client receive a notification when I publish a publication?
Yes. They will receive a notification on their app or email depending on the profile and publishing settings you have created.
18. How will my client know I am the one who send the Publication? And not another relationship manager/agent?
The app notification/ email sent will include your credentials. On the app newsfeed, we show your name and profile picture.
Yes. They will receive a notification on their app or email depending on the profile and publishing settings you have created.
18. How will my client know I am the one who send the Publication? And not another relationship manager/agent?
The app notification/ email sent will include your credentials. On the app newsfeed, we show your name and profile picture.
19. How do I use merge tags and what does it mean?
Merge tags are used to insert personalized or dynamic content onto emails and messages you send on my-insurer. E.g. you can send a mass email to your your clients and have it personalised to their names with merge tags.
Merge tags are used to insert personalized or dynamic content onto emails and messages you send on my-insurer. E.g. you can send a mass email to your your clients and have it personalised to their names with merge tags.
20. Can i save a template and reuse it?
Yes you can. Before sending an email or message, you have the option to save a copy of the template to reuse.
Yes you can. Before sending an email or message, you have the option to save a copy of the template to reuse.
21. What if I want to send an email to my clients using my gmail, and not the email i registered with the system?
The system allows you to select the email you wish your client to receive. By default, the email you register with my-insurer will be selected. You may also select "Personal Email" if you wish to select another gmail address.
The system allows you to select the email you wish your client to receive. By default, the email you register with my-insurer will be selected. You may also select "Personal Email" if you wish to select another gmail address.
22. Why is it that I cannot select a particular gmail account?
If you are logged in onto a particular gmail in your browser, Google will automatically sync your selection to that email when you select to send your messages from "Personal Email"
If you are logged in onto a particular gmail in your browser, Google will automatically sync your selection to that email when you select to send your messages from "Personal Email"
23. I want to select clients by groups. Is that possible?
Yes, you will be able to select groups of clients by their birthdays, policy anniversaries etc.
Yes, you will be able to select groups of clients by their birthdays, policy anniversaries etc.
24. What is the "Materials" Feature for?
This feature opens a link to a list of marketing videos and PDFs that you can share to your leads.
This feature opens a link to a list of marketing videos and PDFs that you can share to your leads.
