Event Based Marketing within AgencyZoom

Reid Tattersall

11/9/2022 · 1 min read

AgencyZoom and other marketing programs are capable of event-based marketing. You can market life insurance to your customers on key events, such as birthdays. Here’s an example of marketing life insurance to your customers on birthdays.

Click the option to add a new Automated Step Add campaign

Select “Birthday” as the event to trigger the email and create your message which links to your Quote & Apply website. Note that event-based marketing is only available on the “Pro” plan with Agency Zoom. Birthday Event

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