Discover What's New in Applied Marketing Automation

Integrated into Applied Epic, Applied Marketing Automation™ is the first of its kind in our industry that allows you to quickly build and track marketing email campaigns so you can deliver relevant, timely P&C and Benefits content to your clients and prospects.

What's New in Applied Marketing Automation

Spring 2022

Custom Security Roles

Applied Marketing Automation

Spring 2022

Custom Security Roles

To provide you with greater flexibility in controlling access rights, you can now create, edit, and manage your own security roles and customize their permissions.
Spring 2022

Edit Drip Campaigns

Applied Marketing Automation

Spring 2022

Edit Drip Campaigns

We have made it easy to make updates to an active or scheduled drip campaign. With the new Edit Campaign feature, you can quickly and easily change campaign settings, edit email content, change email sequence, or adjust the delivery schedule.
Spring 2022

Multiple Domains

Applied Marketing Automation

Spring 2022

Multiple Domains

Provides the ability to send content from multiple brands, agencies and brokerages will now have a centralized tool for all communications and allow for a clear distinction between each brand.
Spring 2022

Reports and Metrics Enhancements

Applied Marketing Automation

Spring 2022

Reports and Metrics Enhancements

To provide you with more meaningful data on the success of your marketing campaigns, campaign metrics have been updated to reflect unique counts, rather than aggregate totals (that is, each metric is counted only once per recipient). Additionally, the Bounce Rate and Total Bounces calculations have been updated for improved accuracy.
Spring 2022

Pre-Built Drip Campaigns

Applied Marketing Automation

Spring 2022

Pre-Built Drip Campaigns

More quickly navigate between related accounts with the new relationship component. Agency relationships are now pulled over from Applied Epic and allow users to define relationships between accounts, creating shortcut hyperlinks to save time navigating the application.
Winter 2022

“Read More” Push to Your Website

Applied Marketing Automation

Winter 2022

“Read More” Push to Your Website

Link content in a one-off or campaign email with a “Read More” button that takes your customer to the content’s location on your website, so you can push and track traffic to your website.
Fall 2021

Additional eBook Content

Applied Marketing Automation

Fall 2021

Additional eBook Content

eBooks are now available in your content library, covering topics like cybersecurity and flood insurance. Like other content, you can apply your agency’s branding and preview it before sending.
Fall 2021

Curated “What’s New” Reel

Applied Marketing Automation

Fall 2021

Curated “What’s New” Reel

As we are continually uploading content to your library, it can be difficult to know which pieces of content are best for your initiatives. The “What’s New” Reel, curated by Applied, helps bring high-value, high-impact pieces relevant to many different markets and audiences to the top of the list.
Fall 2021

Upload Your Own Content

Applied Marketing Automation

Fall 2021

Upload Your Own Content

Upload your agency’s content with the same send and reporting capabilities that you have for Applied content. Share in campaigns, one-off emails and social media, while also gaining insight into engagement with reports and metrics.