Wesley Raymond Ging Asked:

“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?”

The Answer:

Absolutely! Agent CRM makes it simple to load a list from sources like Cole x dates and automate your email marketing campaigns. Follow these steps to set up your campaign and target aged leads effectively.

Step-by-Step Guide to Launching Your Email Campaign

1. Set Up an Email Campaign

  • Go to Marketing >> Campaigns in Agent CRM.
  • Click Create New Campaign and name it (e.g., “Revive Aged Leads”).
  • Add a series of emails that include:
    • Engaging subject lines.
    • Relevant content targeting aged leads, such as personalized offers or reminders to re-engage.

2. Create a Trigger for Automatic Enrollment

  • Navigate to Automation >> Triggers.
  • Click + Add Trigger and set the conditions:
    • Trigger Event: Select “Contact Tag Added.”
    • Tag Filter: Use a tag like “aged-lead” to identify contacts for this campaign.
    • Action: Add the tagged contact to your newly created email campaign.

3. Import Your Contact List

  • Go to Contacts >> Import Contacts in Agent CRM.
  • Upload your contact list (CSV file) with columns for details like name, email, phone, and more.
    • Ensure all data is mapped correctly to the corresponding fields in Agent CRM.
  • Add the “aged-lead” tag to all imported contacts during the import process.

4. Monitor Your Campaign’s Performance

  • Once the campaign starts, track metrics like open rates, click-through rates, and responses in the campaign’s performance dashboard.
  • Adjust email content or timing as needed to optimize engagement.

Pro Tips for Success

  • Personalize Your Emails: Use merge fields like {{contact.first_name}} to create a personalized experience.
  • Segment Your List: If possible, break your list into smaller segments based on behavior or demographics to target more effectively.
  • Leverage Agent CRM Campaigns: Request our complimentary pre-built marketing campaigns at Click and Play. These include templates for emails, funnels, and more to save you time and effort.

Learn More

Check out these resources for additional tips on email marketing and automation:

Also be sure to check out our Youtube channel:


Click And Play, Software

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