Wesley Raymond Ging asked us, “Just joined agent crm here for the 14 day test drive. I’ve been using Agency Elephant for about 6 months but looked at something else for reasons. The most use I have gotten out of automation is from internet lead requotes 6 months later. I would like to know if anyone had any success loading a list from Cole x dates or another source into an email marketing campaign?”

“Here’s how you would do that:

1. Setup an email campaign in Agent CRM (ex: “Revise Dead Leads”)
2. Setup a trigger so that when a tag is added to a contact, they are added to the email campaign (ex: “aged-lead”)
3. Import your contacts and add the new tag (“aged-lead”) to all contacts so they are added to that campaign and sent an email right away
Does that help?
PS – make sure to request our complimentary, complete marketing campaigns that we’ve built for you (emails, funnels and more) – grab them at http://clickandplay.live/

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