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why Cloud now: notifications and campaigns

overview of the darwin.Cloud notifications and campaigns feature

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

notification templates

watch this short video to learn more:

ready to evolve?

request a demo or learn more about the power of darwin.Cloud