Zip Code Filter
Zip code, filter, event automation
Leads, customers and contacts can be filtered by Zip Code. This is beneficial for targeting your audience to cater your messaging. For example, you can filter customers affected by a recent hail storm, send that group an email to check in, market additional coverages or claim submission information.
Filter your customers, select all and send an email or text message.
If you have a Pro account, you can create a disaster prep service pipeline and proactively reach out to customers who might be affected by bad weather.
Filter your customers by the zip code to be affected, create service tickets in bulk and enroll into automation.
Additionally, you can add the zipcode to your reports. This is helpful if you want to see customers you sell most based on their zipcode.
To do that, you can follow the steps below:
Click on reports
When you get to the new business report, click on the number in blue
You’ll see a gear icon, if you click there you should be able to see zipcode.
Make sure it’s selected and hit save.