Spot renewal campaigns that may need follow-up
Get a concise scheduled review of campaign results and renewal context without switching between tools.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Bulk Campaigns
Lists bulk email campaigns for a brand.
Why this helps
Campaign metrics are easy to overlook when renewal work is tracked separately from email performance.
- Bring available renewal context into a concise performance report.
- Surface campaign results that may warrant attention.
- Reduce manual checks across agency and email tools.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Bigmailer once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for renewal campaign review.
- 3Tell Notis to review Bigmailer bulk campaign results for the relevant renewal outreach and summarize them with available Agencyzoom context, noting missing data.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real campaign and renewal example, then confirm the summary reflects the available metrics.
Questions about this workflow
Can this identify which individual policies renewed after a campaign?
Only if that outcome is available in the data provided to Notis. Campaign metrics alone do not establish policy renewal outcomes.
Does this send or change campaigns?
No. It reviews campaign results and reports findings.
Which metrics can it review?
The Bigmailer campaign result data returned for the campaign, such as opens, clicks, bounces, and unsubscribes when available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Bigmailer. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Bigmailer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Transactional Campaign
Creates a transactional email campaign for a brand.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Brand
Creates a brand for organizing campaigns and default sending settings.
Get User Information
Retrieves information about the authenticated user.
Create Brand Property
Creates a custom brand property for use in email templates.
List All Brands
Lists the brands associated with the authenticated account.
Create Bulk Campaign
Creates a bulk email campaign for immediate sending or scheduling.
Create Contact
Creates a contact within a brand, with optional list membership and subscription status.
Create Contact Batch
Queues a batch of contacts for asynchronous processing and returns a tracking ID.
Connect any two apps with Notis in the middle.
Agencyzoom and Bigmailer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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