Annual Reviews Report can be filtered by the product's Open Date, Issue Date, Effective Date, or Closed Date.
The default option will be Open Date.
Exporting an Annual Review Report
From the left-side main menu, go to the Reports tab.
In the Annual Reviews Report tile, select Run Report
The upcoming month will pre-populate in the Month filter. To change the filter, select the Month Filter box and select the desired Product Renewal Month.
To add additional filters, select the Filter button.
From the Filter form pop-up window, select your desired filters.
Agents
Offices
Product Lines
Product Types
Products
Institutions
Contact Tags
Exclude Tags
Select Filter.
To export the report, select the Action Menu > Export.
🔍 Tip: Exporting an Annual Review list can be used to generate a CSV file to send to a mail house, or to easily print addressed postcard reminders to send to your clients.
Creating an Annual Review Email Campaign
Another way of utilizing the Annual Review Report is to send a broadcast email reminding your clients to schedule an Annual Review.
The Annual Review Report feature an Annual Review Configuration wizard where you can:
Quickly configure your the Email Channel
Create and store an Email Template for all Annual Review Campaigns
Launch an Annual Review Campaign
Using the Annual Review Configuration Wizard
Step 1: Email Channel Configuration
From the Annual Reviews Report, < click on the ">" button on the Annual Review Configuration tile at the top.
From the Email Channel Configuration tile (see above image), > click Edit button and complete the Edit Annual Review Template pop-up window.
Account
Sender Name
Email Subject
Email Channel Name
Once you have completed the Edit Annual Review Template, < click Save.
Step 2: Email Template
From the Annual Reviews Report, < click on the > button on the Annual Review Configuration tile at the top.
Navigate to the Email Template tile
Click the Edit Email Template to compose your email using the rich text email editor
Click the Edit Raw Email Template to compose your email with html
Once you have composed your email < click Save.
Step 3: Create Campaign
Once you have completed the Email Channel Configuration and the Email Template steps above, confirm the list has been filtered to your preferences (i.e. correct Month and any additional filter criteria completed).
Select the Action Menu > click +Create Campaign
Type the Name of this email campaign in the New Campaign pop-up window < click Save (please note, this is how you will identify this Campaign on the Marketing Dashboard).
Users are now brought to the configured Marketing Campaign showpage.
Navigate to the Media Channels tile, > click the Annual Review hyperlink and > click Schedule Emails button.
Complete the Schedule Emails For Delivery pop-up form by entering the date and time to send out this email > click Schedule Email Delivery button.
🔍 Tip: For more information on editing, scheduling, or sending the email - see Creating and Sending Emails.
🔍 Tip: Want to learn more about Annual Reviews? Watch our 9.10.24 Swivel Tips & Tricks Webinar.