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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
ready to evolve?
request a demo or learn more about the power of darwin.Cloud