We are excited to announce the complete redesign of the Campaign experience in the Sales Center Opportunities (Table View), Sales Center Agency Insights, Sales Center Leads, and Applicant Overview pages, now in EZ5! 


When creating a new campaign from the Sales Center Opportunities, Agency Insights, or the Applicant Overview page, you will now see a redesigned Campaign drawer panel instead of the old EZ4 pop-up modal. 


This means a smoother, faster process that looks and feels like other parts of EZ5. Get clearer visibility into your campaign steps, recipient selections, and essential settings, empowering you to configure and send campaigns with confidence. 


TABLE OF CONTENTS


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What's in it for me?


  • Quicker Access, Fewer Clicks - Using the drawer instead of a modal allows you to stay in context. It reduces clicks and page reloads, which improves overall workflow speed. 


  • Aligns with Other EZ5 Features - The new interface is consistent with other EZ5 modules, making training easier and reducing the learning curve for agents who work across multiple parts of the platform. 


  • Targeted Applicant Engagement: On the Applicant Overview page, easily select specific individuals for focused drip campaigns, perfect for personalized follow-ups.


Campaigns from Sales Center


When creating a new campaign from the Sales Center Opportunities (Table View), Sales Center Agency Insights, or Sales Center Leads pages, you will see the Start a New Campaign drawer panel.





The Start a New Campaign drawer panel includes the following required sections: 


  • From: Auto-filled with the logged-in user. 
  • Template: Select from a list of available templates. If no template is chosen, you'll see "No template selected." message down below.
  • Schedule: 
    • Schedule For: Choose a date to send the campaign
    • Time: Choose a time to send the campaign



Once you've selected a template, under Template Steps, you'll see the step(s) included in the chosen template. 

Each step includes: 

  • Step: The number of step that email is associated to
  • Subject: The subject of the email in that step
  • Scheduled Date: The date and time that email step is scheduled to send




There is also a View Template link which opens the template in a new tab with applied filters for review before sending.




Underneath the Templates Steps section is the Campaign Type section which allows you to choose if the campaign is a Marketing or Non-Marketing campaign. 



Underneath the Campaign Type section, you'll find an Additional Configurations section which includes the following two options:

  • Copy agent on campaign emails (BCC)
  • Schedule a follow-up reminder after final email 


Check the box on any of the configurations you'd like to include.



At the bottom of the drawer panel, you'll find two buttons.  

  • Schedule: This button will schedule your campaign. 
  • Cancel: This will close the drawer panel. Please note, this will lose any selections you had already selected and you will need to start again, if you did not send the email out before clicking Cancel. 


Campaigns from Applicant Overview


When creating a new campaign in the Sales Center Opportunities, and Agency Insights, you will see a Start a New Campaign drawer panel. You will see a Start a New Campaign drawer panel with the following required sections: 


  • From: Auto-filled with the logged-in user but can be changed it need be.
  • Template: Select from a list of available templates. If no template is chosen, you'll see "No template selected." down below.
  • Send To:  Allows you to select specific recipients from the account's available contacts.
  • Selected Recipients:
    • Status: Displays whether or not the selected recipient is on the Suppression List or not.
    • Customer's Name
    • Customer's Email
    • Delete icon: Removes the respective recipient
    • Important: You can select up to 5 recipients. If more than one recipient is selected, the "Birthday Campaign" and "Yearly Recurring Campaign" options are automatically disabled. More on these options later in the article.
  • Schedule:
    • Schedule For: Choose a date to send the campaign
    • Time: Choose a time to send the campaign. 




Once you've selected a template, under Template Steps, you'll see the step(s) included in the chosen template. 

Each step includes: 

  • Step: The number of step that email is associated to
  • Subject: The subject of the email in that step
  • Scheduled Date: The date and time that email step is scheduled to send




There is also a View Template link which opens the template in a new tab with applied filters for review before sending.



Underneath the Templates Steps section is the Campaign Type section which allows you to choose if the campaign is a Marketing or Non-Marketing campaign. 




Underneath the Campaign Type section, you'll find an Additional Configurations section which includes the following options:

  • Copy agent on campaign emails (BCC)
  • Schedule a follow-up reminder after final email 
  • This is a birthday campaign
    • Only for email campaigns with 1 step and 1 recipient.
    • Selecting this option will remove the start campaign date and time given that the campaign will be sent on the Applicant's birthday.
    • If the applicant doesn't have a birthday you will receive an alert indicating that they need to set the campaign start date.
  • This is a yearly recurring campaign (Only for 1 step campaigns)
    • This option is disabled if "This is a birthday campaign is selected or there are multiple steps.  


Check the box on any of the configurations you'd like to include.




At the bottom of the drawer panel, you'll find two buttons.  

  • Schedule: This button will schedule your campaign. 
  • Cancel: This will close the drawer panel. Please note, this will lose any selections you had already selected and you will need to start again, if you did not send the email out before clicking Cancel. 



Conclusion 


This redesign not only resolves long-standing performance issues but also lays the groundwork for future scalability and ease of use. By aligning with EZ5 design patterns and providing more robust campaign setup options, we are ensuring agents have consistent, intuitive experience across workflows, driving efficiency and better engagement with leads and applicants. 

 

We hope you are excited for this new feature and look forward to our future releases. Please let us know if this article was helpful in learning about the new feature by answering the question below. Check out our related articles on the right-side of the page to learn more about EZLynx!