You can configure Applied Epic and Marketing Automation to automatically personalize drip campaign emails for each recipient, eliminating the need to create duplicate campaigns and lists for each servicing contact. Use Dynamic Branding and Servicing to send a single drip campaign to all of your clients and prospects with recipient-specific From and Reply To email addresses and servicing contact information. Dynamic Branding and Servicing is only available for drip campaigns.
Dynamic Branding replaces the static contact information on a Branding Profile with contact information for the selected Servicing Contact on each recipient's Epic account. Selecting a Dynamic Servicing Role in the From dropdown of a drip campaign enables Dynamic Branding. You can apply it to all emails in the drip campaign, or only specific emails. If an employee in the selected Servicing Role is missing any contact information, the missing information defaults from the selected Branding Profile.
Dynamic Servicing inserts the email address for the selected Servicing Contact on each recipient's Epic account as a From and/or Reply To address. Selecting a Dynamic Servicing Role in the From or Reply To dropdown (either for an entire drip campaign or an individual email) enables it. If necessary, you can select a different Dynamic Servicer for the From and Reply To dropdowns. Remember that selecting a Dynamic Servicing Role in the From dropdown enables Dynamic Branding as well as Dynamic Servicing.
Using Dynamic Branding and Servicing requires some initial configuration in both Applied Epic and Marketing Automation. To use Dynamic Branding and Servicing on drip campaigns, users must have the Select a Dynamic Servicer permission. This permission is included in the default Admin and Marketing Staff roles. All employees assigned to servicing roles on Epic accounts must have Marketing Automation user accounts to make their contact information available for Dynamic Branding and Servicing.
First, ensure that you have configured Servicing Roles in Applied epic, assigned employees to them on the Servicing tab of client account detail, and entered all necessary contact information on the employee account.
Ensure that your organization's Servicing Roles are up to date in the Configure > Account > Servicing Roles area of Applied Epic. Each Servicing Role you want to make available in Marketing Automation must have the Display at account level checkbox selected. You can only use account-level Servicing Roles (assigned on the Servicing tab of Account Detail for Epic clients) with Dynamic Branding and Servicing, not policy-level Servicing Roles. The Description entered for each role in Epic displays as its label in Marketing Automation.
Each Applied Epic client account must have the following:
Each employee assigned to a Servicing Role must have an active Epic user account assigned to an employee account. Applied recommends associating only one employee account to each Epic user to ensure that the correct contact information populates on campaign emails. The employee account must have a First name, Last name, Business phone number, Email 1, and Job title entered. The email address must belong to a domain authenticated in Marketing Automation. If the domain has not been authenticated, an exception occurs when the drip campaign sends and the recipient(s) will not receive the email(s).
Once you have completed all the necessary Applied Epic configuration, you must make Dynamic Servicing Roles available in Marketing Automation, make sure Epic users and Marketing Automation users are in sync, verify each user's contact information, and assign user permissions.
Select the Dynamic Servicing Roles that you want to make available for selection on drip campaigns. You must have the Admin role assigned, or a custom role with the View/Edit all User Permissions security permission.
To ensure Marketing Automation has the most current user contact information from Applied Epic, navigate to Configuration > Users and click the Sync Users from Epic button. This button updates existing Marketing Automation user profiles with the most current contact information in Epic and adds new Marketing Automation users for each Epic user associated to an employee account with an email address in an authenticated domain. Inactive Epic users are users not associated to employee accounts do not sync to Marketing Automation.
All employees assigned to Servicing Roles must be associated to active Epic and Marketing Automation users to be used with Dynamic Branding and Servicing. If an inactive Marketing Automation user is applied to a Dynamic Servicing Role, an exception occurs when the drip campaign sends, and the recipient(s) will not receive the email(s). Epic users also sync automatically ever night.
Confirm the contact information and Primary Address selection on each Marketing Automation user's profile before you begin using Dynamic Branding and Servicing. If you are an Admin, navigate to Configuration > Users and click on a User Name to review the user's contact information, manually enter a Secondary Phone Number, and/or assign a Primary Address. Users can also use the Edit Preferences option to review their own contact information and update their Secondary Phone Number and Primary Address.
The Secondary Phone Number is only saved in Marketing Automation and does not sync with Epic. Dynamic Branding displays it in the signature area (in addition to the primary business phone number) when the user is assigned to the selected servicing role on a recipient's Epic account.
Except for the Secondary Phone Number and Primary Address, you must make any corrections to the user's Contact Information on their associated employee account in Applied Epic, then Sync Users from Epic to update Marketing Automation (or wait for the nightly sync).
To use the Dynamic Branding and Servicing options on drip campaigns, Marketing Automation users must have the Admin or Marketing Staff role assigned, or a custom role that includes the Select a Dynamic Servicer permission.