How to Use VSLs in Agent CRM  (Insurance Marketing Tips)

Henry asked: “Can VSL be implemented into Facebook and YouTube campaigns through Agent CRM?”

The answer is a resounding YES! Video Sales Letters (VSLs) are powerful tools for engaging potential clients, educating them about your services, and driving conversions. Whether you’re running Facebook or YouTube campaigns, Agent CRM offers several ways to seamlessly integrate VSLs into your marketing strategy.

Here’s how you can use VSLs effectively within Agent CRM, including two proven approaches: stand-alone ads and funnel pages.


Option 1: Use Your VSL as a Stand-Alone Ad

This method works best if you want your VSL to act as the centerpiece of your ad campaigns while using lead forms to capture responses.

Steps to Implement:

1️⃣ Prepare Your VSL: Record and edit your VSL, ensuring it’s concise (2-5 minutes) and delivers a compelling message with a strong call-to-action (CTA).

2️⃣ Upload Your VSL:

  • For Facebook: Upload your video to Ads Manager.
  • For YouTube: Add it to your YouTube channel.

3️⃣ Create Your Ad Campaign:

  • Use AdBase to set up a video campaign.
  • Target the right audience based on demographics

4️⃣ Add a Lead Form:

  • Use AdBase to create a native lead capture forms.
  • Customize the form to collect details like name, email, and phone number.

5️⃣ Integrate with Agent CRM:

  • Set up a workflow in Agent CRM to import leads automatically.
  • Use form submissions as triggers to send follow-up emails, SMS, or assign leads to your team.

Option 2: Use Your VSL on a Funnel Page

If you prefer a more controlled experience, hosting your VSL on a dedicated funnel page is the way to go. This approach allows you to customize the user journey fully.

Steps to Implement:

1️⃣ Create a Funnel in Agent CRM:

  • Go to the Funnels section in Agent CRM and click “Create New Funnel.”
  • Choose a blank or pre-built template that matches your campaign goals.

2️⃣ Embed Your VSL:

  • Drag a video element onto your funnel page.
  • Add the YouTube or Vimeo link of your VSL to display it directly on the page.

3️⃣ Add a Lead Capture Form:

  • Drag a form element below the VSL.
  • Create or select a form that collects essential lead information like name, phone, and email.

4️⃣ Automate Follow-Ups:

  • Set up workflows in Agent CRM triggered by form submissions.
  • Automate email and SMS sequences to nurture leads and guide them to the next step.

5️⃣ Promote Your Funnel:

  • Use the funnel’s unique URL as the destination link for your Facebook and YouTube campaigns.
  • Include a clear CTA in your ads to drive traffic to the funnel page.

Best Practices for Using VSLs in Insurance Marketing

  • Keep It Focused: Your VSL should target a specific audience and address a specific problem, such as choosing the right insurance policy.
  • Highlight Benefits: Clearly explain how your services benefit the client, whether it’s saving money, simplifying claims, or providing peace of mind.
  • Add a Strong CTA: Encourage viewers to take action immediately—schedule a consultation, fill out a form, or call your office.
  • Test Both Options: Try both stand-alone ads and funnel pages to see which approach resonates better with your audience.

Conclusion

Using VSLs in Agent CRM is a game-changer for insurance marketers. Whether you’re looking to generate leads through direct ads or guide prospects through a tailored funnel experience, Agent CRM provides all the tools you need to succeed.

If you need help getting started, our team is always here to assist!


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The Agent CRM Team works with our developers, our community and our executives to create content for our blog. The content we create is useful for understanding how Agent CRM can help you, it can show you how to use our features and we use the blog to answer common questions.

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