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Automations
Turn on rules that mail your members automatically — and set the format & timing.
Upcoming automated sends
Members due in each active date-based automation’s window.
- Purchase Anniversary12 members due in the next 365 days
2 of 6 automations on
Home Equity Milestone
Threshold-basedHome Equity Milestone — mailed to all Medicare clients.
#10 Envelope·On the trigger date
Purchase Anniversary
Date-basedPurchase Anniversary — mailed to all Medicare clients.
5×7 Postcard·365 days after the trigger
New Listing in Farm
Event-basedNew Listing in Farm — mailed to all Medicare clients.
Pre-Approval Expiring
Date-basedPre-Approval Expiring — mailed to all Medicare clients.
Rate Drop
Event-basedRate Drop — mailed to all Medicare clients.
Rate-Lock Expiring
Date-basedRate-Lock Expiring — mailed to all Medicare clients.
Recent automated sends
Campaigns an automation fired — the trigger date, and pieces.
- Home Equity Milestone62 pieces2026-05-23
- Home Equity Milestone264 pieces2026-05-14
- Home Equity Milestone310 pieces2026-05-05