Every time we speak to a new agent or agency whom are inquiring about signing up for Radius we always state “We use Radius on a Daily Basis” and now we wanted to show it. We’ll start a series of posts that show how we use Radius (Lead Management + CRM) on a daily basis to run our business, Radius. Each post will give insight into different feature sets within Radius and hopefully give everyone an idea on how they can apply it to their accounts or even better get them to create an account.

Drip Marketing: One of the best features within Radius

Our original approach was to email capabilities built into Radius, you know, an email admin screen, WYSIWYG, To: Field, Subject: Field, From: Field and the rest to send emails via Radius. As we started down that path during the build out, we didn’t like it, scrapped it and went live with out any email functionality. While we knew we would revisit the concept at one point, we wanted to get to market versus taking another 2 to 3 months to figure out what we wanted and build it. First came the Radius Email Drop box then Drip Marketing and Auto Responders.

Radius Dip Marketing gives agents endless possibilities to create single touch campaigns, multi touch campaigns, auto responders based on coverage type, tags or lead temperatures. We use a multi touch format in a three out of the four emails we send to new accounts, as listed below:

Email One – ‘Welcome to Radius’: The first email a new account holder receives from us. While this is the first touch email, it doesn’t come from our Radius account, it comes from Automated Billing Software. It includes Account Information, Helpful Links, Tips & Tricks, Support Information and a few other snippets that you need to see by creating an account.

Email Two – ‘Building Your Radius Account: Day 4′: First, a bit of setup. While we have thousands of leads in our account, we use Radius Tags to signify Leads that are currently in their 30 Day Free Trial. As an account is created, the Lead within Radius is Tagged ‘Free Trial’ which starts the Drip Marketing campaign process. ‘Day 4′ email has the Marketing Plan configuration of; Send to New Lead, Tagged with Free Trial, 4 Days after being entered into the system. We are not big fans of bombarding users with tons of emails right out of the gate, hence the four day interval, but we want to keep them engaged, so we spread them out a bit. The contents of this email speak to a few standard account configurations one can go through to customize their experience within Radius. Setting up Carriers, Products, Commissions, Renewals and Drip Marketing (Take the Tour to see what we are speaking too).

Email Three – ‘Building Your Radius Account: Day 8′: See a theme here? On the eight day we send out an email to the same marketing plan as above which creates our third touch in the process of our drip marketing campaign. While the marketing plan is consistent, the content of this email has changed. Less copy overall in this email, just three lines and a very large image of a ‘video player’ as the approach with this email is to drive usage of our video tutorials.

Email Four – ’30 Day Free Trial Ending Soon’: Soon this will ready 15 Day Free Trial Ending Soon in the subject line, but that is for another post. Once again, the same marketing plan, just different content. While the main goal here is to make the account user aware that the free trial is ending and their billing information needs to be updated to prevent uninterrupted service, we also cover what features have been rolled out in the past thirty days and what features will be rolled out in the next thirty days. This shows that we are continually improving the product right before their very eyes.

So take what we just described above and think about how you might apply it to your Radius account. Maybe you receive leads from mulitple vendors and want to drip market to each vendor’s leads differently. Maybe you use the Radius Lead Capture form on your website and want to create an Auto Responder. Maybe you write both Health & Life Policies, so you need different email templates based on coverage types. Maybe you sell Group Health and their is a longer lead time or each employee joins at their own pace, so a multi touch campaign is required. Any of the possibilities out there can be executed within Radius Drip Marketing and being that there are no limits to the quantity of Templates and Marketing Plans, the options are endless.