Opportunities

Applied Epic opportunities represent business that you seek to acquire or retain. You can use them to manage your sales processes for both new and renewal business. You can create, edit, and review Epic opportunities for individual contacts directly from Marketing Automation.

The Epic opportunity options are only visible and accessible by users with the corresponding Applied Epic permissions when the following minimum requirements are met:

• Create Epic Opportunity
• You must have both the View Opportunity and the Add Opportunity permissions granted under Insured Clients > Opportunities and/or Prospective Clients > Opportunities in Applied Epic.
• The contact must have received a campaign, opened a campaign email, or clicked on a campaign email's content.
• Edit Epic Opportunity
• You must have both the View Opportunity and the Edit Opportunity permission granted under Insured Clients > Opportunities and/or Prospective Clients > Opportunities in Applied Epic.
• You can only edit opportunities that were originally created in Marketing Automation. To edit other opportunities, you must access Epic directly.
• Review Epic Opportunity
• You must have the View Opportunity permission granted under Insured Clients > Opportunities and/or Prospective Clients > Opportunities in Applied Epic.
• You can only review opportunities that were originally created in Marketing Automation. To review other opportunities, you must access Epic directly.

Note: Applied Epic creates a system-generated activity for each opportunity you create in Marketing Automation if you have configured it to do so. By default, these activities use the @MOI activity code.

Create Epic Opportunity

When you create an opportunity, only options that are valid for the contact in Epic are available for selection. For example, you can only select valid structure combinations associated to the contact. All dropdown menus populate with the options your organization has configured in Epic.

Marketing Automation does not check for opportunities already created for the contact in Epic, so you may want to check to make sure you are not creating a duplicate opportunity, particularly if other users also work with the contact.

1. Click Campaigns or Reports and Metrics in the navigation menu. If necessary, you can sort or use the filters to help you locate a campaign in the list. The filter options vary, depending on whether you access the Campaigns page or the Reports and Metrics page.
   • Enter a full or partial Campaign Name, select a Campaign Type from the dropdown, select an Owner from the dropdown, and/or select a date from the Date Sent and To dropdowns. Click the Filter button to apply your selected filters, or click the Clear Filters link to clear them.
     Note: The Reports and Metrics page only contains metrics for standard campaigns and pre-built campaigns.
   • Enter a full or partial Campaign Name and/or select a Campaign Type from the dropdown. Click the Filter button to apply your selected filters, or click the Clear Filters link to clear them.
• Sort the Campaigns by clicking on a column heading. Click the column heading again to reverse the sort order.
2. Locate the campaign in the list or click the chevron  beside the Campaign Name to display a recurring campaign's editions. Then click the Recipients, Open Rate, Click Rate, or Bounce Rate link to open the corresponding pop-up window.
   Note: You can also access the Individual Report for a standard or pre-built campaign and click the Unique Email Opens, Unique Clicks, or Content Metrics link to open the corresponding pop-up window.
3. In the pop-up window, locate the contact in the list and click the Create Epic Opportunity link.
4. Complete all required fields:
1. Enter a Description that clearly identifies the opportunity and distinguishes it from others.
2. Select an Agency and Branch association.
3. Select a Stage Group and Stage.
4. Select a Business Type.
5. If necessary, complete the optional fields:
• Select an Account Source from the dropdown to indicate the source of the contact's interest in this opportunity (for example, your organization's website or an existing client's referral).
• Select a Sales Team, choose Employee or Broker from the Owner dropdown, then select the employee or broker who owns this opportunity.
• Enter any additional information in the Comments section. Avoid editing the URL that populates automatically, because it gives you quick access to the campaign or edition from which the opportunity was created.
6. When you are finished entering information, click the Save button.
   Click the Close button to discard the opportunity without saving.

Edit an Epic Opportunity

When you edit an opportunity, only options that are valid for the contact in Epic are available for selection. For example, you can only select a Stage that is valid for the selected Stage Group and the selected contact. All dropdown menus populate with the options your organization has configured in Epic.

1. Click Campaigns or Reports and Metrics in the navigation menu. If necessary, you can sort or use the filters to help you locate a campaign in the list. The filter options vary, depending on whether you access the Campaigns page or the Reports and Metrics page.
   • Enter a full or partial Campaign Name, select a Campaign Type from the dropdown, select an Owner from the dropdown, and/or select a date from the Date Sent and To dropdowns. Click the Filter button to apply your selected filters, or click the Clear Filters link to clear them.
     Note: The Reports and Metrics page only contains metrics for standard campaigns and pre-built campaigns.
   • Enter a full or partial Campaign Name and/or select a Campaign Type from the dropdown. Click the Filter button to apply your selected filters, or click the Clear Filters link to clear them.
• Sort the Campaigns by clicking on a column heading. Click the column heading again to reverse the sort order.
2. Locate the campaign in the list or click the chevron  beside the Campaign Name to display a recurring campaign's editions. Then click the Recipients, Open Rate, Click Rate, or Bounce Rate link to open the corresponding pop-up window.
   Note: You can also access the Individual Report for a standard or pre-built campaign and click the Unique Email Opens, Unique Clicks, or Content Metrics link to open the corresponding pop-up window.
3. In the pop-up window, locate the contact in the list and click the Review Epic Opportunity link.
4. If necessary, update the required fields:
• Edit the Description to identify the opportunity clearly and distinguish it from others.
• Select an Agency and Branch association.
• Update the Stage Group and/or Stage to indicate the opportunity's progress through your organization's sales process.
• Select a Business Type from the dropdown.
5. If necessary, update the optional fields:
• Select an Account Source to indicate the source of the contact's interest in this opportunity (for example, your organization's website or an existing client's referral).
• Select a Sales Team, choose Employee or Broker from the Owner dropdown, then select the employee or broker who owns the opportunity.
• Update the opportunity's Comments. Avoid editing the URL that populates automatically, because it gives you quick access to the campaign or edition from which the opportunity was created.
6. When you are finish editing the opportunity, click the Save button.
   Click the Close button to discard your changes without saving.

Review Epic Opportunity

You can only view the details of opportunities created from Marketing Automation.

1. Click Campaigns or Reports and Metrics in the navigation menu. If necessary, you can sort or use the filters to help you locate a campaign in the list. The filter options vary, depending on whether you access the Campaigns page or the Reports and Metrics page.
   • Enter a full or partial Campaign Name, select a Campaign Type from the dropdown, select an Owner from the dropdown, and/or select a date from the Date Sent and To dropdowns. Click the Filter button to apply your selected filters, or click the Clear Filters link to clear them.
     Note: The Reports and Metrics page only contains metrics for standard campaigns and pre-built campaigns.
   • Enter a full or partial Campaign Name and/or select a Campaign Type from the dropdown. Click the Filter button to apply your selected filters, or click the Clear Filters link to clear them.
• Sort the Campaigns by clicking on a column heading. Click the column heading again to reverse the sort order.
2. Locate the campaign in the list or click the chevron  beside the Campaign Name to display a recurring campaign's editions. Then click the Recipients, Open Rate, Click Rate, or Bounce Rate link to open the corresponding pop-up window.
   Note: You can also access the Individual Report for a standard or pre-built campaign and click the Unique Email Opens, Unique Clicks, or Content Metrics link to open the corresponding pop-up window.
3. In the pop-up window, locate the contact in the list and click the Review Epic Opportunity link.
4. When you are finished reviewing the opportunity, click the Close button.