why Cloud now: agent bill pay

key takeaways

• notifications are versatile for task-based communications (e.g. invoices, escrow deposits and can be sent via email or SMS)
• campaigns are best for data-driven, scheduled communications (e.g., reports, expiring licenses and are email only)
• both notifications and campaigns are highly customizable, with pre-set templates available and options for personalization
• users shared creative applications, including birthday/anniversary cards and closing notifications

topics

notifications overview and setup

• used for task-based communications (invoices, escrow deposits, closing emails, etc.)
• setup process: company menu > notification submenu > import from master > customize
• customization options include subject line, cc, sender, reply-to, email/sms options, and content
• can be scheduled or sent immediately; must be marked as active to send

campaigns overview and setup

• best for data-driven, scheduled communications (reports, expiring licenses, etc.)
• setup similar to notifications: company menu > notification submenu > campaigns tab
• customization options include frequency (daily, weekly, monthly, etc.), start date, and content
• ideal for automated reports like profit and loss or agent performance metrics

user experiences and creative applications

• julie: created birthday and anniversary cards using canva, uploaded to darwin.Cloud
• escrow notifications (email + sms) highly appreciated by agents
• donna: weekly campaigns for upcoming closings, varied timing for commission letters
• working on notification for first closing by an agent to alert company owner

commission statement details

• can be set to send immediately or with a delay after closing
• emails can be sent on weekends if configured
• customizable to include ytd production, cap progress, and other relevant metrics

potential enhancements

• discussion about adding more detailed commission tier progress information to notifications
• suggestion to reach out to support (elyn) for exploring possibilities and submitting enhancement requests

next steps

• users to explore the shared link containing notification and campaign templates
• donna to contact elyn about potential enhancements for commission tier progress reporting
• next week's webinar topic: bankstream - streaming banking and credit card data into darwin, including classification rules

watch this short video to learn more: