Ross Cathie Asked:
“Can you add a way of seeing which email addresses are the ones that opened from a campaign? It would make sense to focus follow-up on those.”
The Answer:
Yes, it’s absolutely possible to see which email addresses opened your campaign in Agent CRM! This feature helps you identify engaged leads and prioritize follow-ups effectively. Here’s how you can access this information and use it to enhance your follow-up strategy.
Step-by-Step Guide to Viewing Email Opens in Agent CRM
1. Navigate to the Campaign Report
- Go to Marketing >> Campaigns in your Agent CRM dashboard.
- Locate the campaign you’d like to review and click on it to open the campaign details.
2. View Email Performance
- Under the campaign’s performance dashboard, you’ll see metrics like Open Rate, Click Rate, and Bounce Rate.
- Click on the Open Rate metric to see a detailed list of email addresses that opened your email.
3. Export the List (Optional)
- If you’d like to work with this data outside of Agent CRM, you can export the list of opened emails.
- Use the exported data to organize targeted follow-up strategies, such as personalized email or SMS outreach.
Leveraging Open Data for Follow-Ups
Once you’ve identified who opened your emails, it’s time to follow up strategically:
- Segment Your List
- Create a tag or list for the leads who opened the campaign.
- Send a Targeted Follow-Up
- Use email or text to reach out with a personalized message, such as:
- Example Email:
“Hi {{contact.first_name}}, I noticed you checked out our recent email about [campaign topic]. Do you have any questions? I’d love to help!”
- Example Email:
- Use email or text to reach out with a personalized message, such as:
- Prioritize Calls for Engaged Leads
- For highly engaged contacts, prioritize phone calls to deepen the connection and address any questions directly.
Learn More
Explore these resources for additional insights and tips:
- How to Create Campaigns and Add Contacts
- Drip Email Campaigns for Insurance Agents
- Cross Sell Your Clients: Phone Scripts, Emails to Use, Selfie Video Script, and more
Also be sure to check out our Youtube Channel:
Bonus Resource: Watch and Learn
Show Comments