We know you want to send the right email at the right time and you can you achieve this through the automated email templates in Agentero.
These email templates are automatically sent to your clients, based on their pre-set trigger. Examples of triggers are the client's birthday, when the client signs up to the mobile app, a policy with an upcoming renewal in the next 30 days etc.
To activate the automated emails, follow these steps:
- Click the Configuration section in the main navigation.
- Select the Emails tab.
- Click the Automated option.
- Turn a specific email toggle on and the automated email will be activated from that moment