Campaign management · CRMDAY One
One campaign, every channel your clients answer.
Build the audience from your own book, write once and run the campaign across email, SMS, WhatsApp and social — with every reply landing in the same inbox as the rest of the relationship.
Campaigns
Audience, channels and results in one view.
| Campaign | Channels | Status | Audience | Results |
|---|---|---|---|---|
Open Enrollment · wave 1 ACA · renewal book | EmailWhatsAppSMS | Running | 1,240 | Delivered 1,198Opened 742Replied 86 |
Missing documents (DMI) Policies with a deadline | SMSWhatsApp | Running | 138 | Delivered 136Opened 112Replied 41 |
Dental cross-sell Health clients without dental | EmailSocial | Scheduled | 612 | Starts Nov 3 |
Win back · lapsed 2026 Cancelled in the last 12 months | WhatsAppSMS | Draft | 274 | Not sent yet |
Illustrative interface. Fictional data. Channels vary by plan and country.
Channels
Write once. Reach them where they are.
The same campaign can go out by email for the long version, WhatsApp for the one your clients actually read, SMS for the deadline and social for the audience that is not in your book yet.
The long version
Email
Templates, attachments and the full explanation, tracked per contact.
The deadline
SMS
Short, direct and hard to miss, for documents and dates that cannot slip.
The conversation
WhatsApp
The channel with the answer rate, with replies landing in the shared inbox.
The audience
Social
Posts and direct messages for the people who are not clients yet.
Channel availability, templates and approvals depend on your plan, country and provider.
Campaign builder
Audience, sequence and message on one screen.
Pick who receives it from the data you already have, order the channels over days instead of all at once, and stop the sequence the moment the client answers.
Open Enrollment · wave 1
Audience
1,240 contacts
- Policy line is ACA
- Renewal in the next 45 days
- Consent to contact is yes
Sequence
- Email · season openingDay 0 · 9:00
- WhatsApp · check-inDay 2 · if not opened
- SMS · deadline reminderDay 5 · if no reply
Stops as soon as the client replies
Preview
WhatsAppHi Jordan, Open Enrollment is on. Your plan renews on Jan 1.
Want me to check if there is a better option for your household this year?
Audience
Built from your book
Filter by product line, carrier, renewal date, producer, tag or any field you keep.
Cadence
Days, not a blast
Each channel has its moment, and a step only runs when the previous one did not work.
Stop rules
A reply ends the sequence
Nobody receives the follow-up after they already answered the first message.
Results
Delivered is not the number. Answered is.
Every campaign reports by channel, and every number opens the contacts behind it: who replied, who did not, and what the next step should be.
Open Enrollment · wave 1
- 334Conversations opened
- 128Renewal reviews scheduled
- 41Policies updated
By channel
Which one worked
Compare delivery, opens and replies per channel before spending the next budget.
Drill-down
Open the contacts
Click a number and work the list: who replied, who went quiet, who opted out.
Pipeline
What it produced
Conversations, tasks and opportunities created by the campaign, not just clicks.
Campaigns agencies run
Four campaigns the season asks for.
Each one is an audience your book already contains and a message your team already repeats by hand.
Season
Open Enrollment waves
The renewal book in waves, by producer, so the team is not buried on day one.
Pending
Missing documents
Everyone with a DMI deadline, reminded until the document arrives.
Growth
Cross-sell by gap
Health clients without dental, vision or life, with the offer that fits the household.
Recovery
Win back lapsed clients
Policies cancelled in the last year, approached before the next season starts.
Consent and limits
Reach, within the rules.
Campaigns run on the consent recorded on each contact. Opt-out is respected across channels and visible to the whole team, and nothing is sent to someone who asked you to stop.
Consent on the record
The audience only includes contacts you may contact.
Opt-out across channels
A stop request applies to the campaigns that follow.
Sending rules
Templates, approvals and limits that each channel requires.
Messaging features depend on carrier, provider and country rules, including US A2P registration for SMS and WhatsApp template approval.
Connected workflows
A campaign is only good if someone answers the reply.
What is campaign management in an insurance CRM?
It is building an audience from your own clients, sending a coordinated sequence across email, SMS, WhatsApp and social, and measuring the result where the relationship already lives.
The difference from a marketing tool is the return path: a reply is not a metric, it is a conversation in the same inbox, on the record of a client whose policies your team can see.
FAQ
Campaign management in CRMDAY One.
Which channels can a campaign use?
Email, SMS, WhatsApp and social. One campaign can combine them in a sequence, and availability depends on your plan, your country and the provider behind each channel.
How do I build the audience?
From your own records: filter by product line, carrier, renewal date, status, producer, tag or any field your agency keeps, and the campaign counts the contacts before you send.
Does the client receive everything at once?
Only if you want that. A sequence spreads the channels over days and each step can depend on the previous one, stopping as soon as the client replies.
Where do the replies go?
To the shared inbox, with the client's context, policies and history beside the conversation, so service continues where the campaign stopped.
How is consent handled?
The audience respects the consent recorded on each contact, and opt-out requests are applied across channels and visible to the whole team.
CRMDAY One · free trial
Send fewer campaigns. Start more conversations.
Put your audience, your channels and your replies in the same place as your clients and policies.
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