Project 2 - New York Life Insurance
Winslow Capital
• Quarterly portfolio review sent by 3 business divisions
• Historically, sent with from name of the company and reminder sent to everyone one week before the call.
• Implemented efficiency, where I created a new field in the system to identify which business division the email should come from and used that field to create aliases, so that each email would be sent from a different sales person within their respective divisions.
• I also used this field to create dynamic content, so that the logo for each division would display appropriately.
• I then created a form that registrants could fill out, and we could collect data in order to use for follow up emails.
• In addition, I created different emails that were sent to registrants versus non-registrants.
