Chris O’Connor asked us, “I am confused on how to start a campaign that will solicit my client base for estate planning. I know it used to be called a “Campaign”. What is it now and where do I find it?” “You’d want to create…
Campaign
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Lead generation is a key component of any business’s success. It helps companies reach new customers, create relationships, and increase their revenue. With the right CRM system, businesses can easily manage and track lead generation activities and make use of the data to improve their…
Jon Jordan asked us, “Are you able to change a timezone for the time on an automation event date/time? Not seeing how to do that.” “Date-based triggers and actions (in a workflow) will run everyday at 8am your timezone. If you are sending message reminders…
Erna Cabuguas asked us, “Hi, does the action -> Stop All Campaign’s for Lead in Agent CRM will stop all the campaigns that are setUp in AgentCRM?” “Do you mean the Trigger action, “”Remove from all campaigns””? If yes, this will literally remove the contact…
Scott Carpenter asked us, “I have recently launched a Giveaway Ad on through adbase. I followed the video and set up the automation and workflows. However, I would like to launch a final expense ad. I have been going through the video in the branning…
Sales funnels are an essential part of any business’s success. It is a system of marketing and selling products or services that move customers through a series of steps and stages to purchase. Each set of the funnel requires a different approach and strategy to…
Businesses often struggle to understand their customers and create relevant messages that will engage and convert them. Without an effective strategy, companies can send generic emails that lack personalization and relevance. This will lead to poor customer engagement and low ROI. Targeted emails are a…
A Group Member asked us, “I need some help. I setup a resurrect lead campaign and automated for tomorrow morning but I don’t see where I can edit it or change the time. Any help?” ” If you’ll be adding your leads to the…
Charles Atkinson asked us, “Can we add emojis in text messages/campaigns?” “Yeah.. this is how you do it! https://www.loom.com/share/4e36c8415cd945d3b1e04992fbe4a1f2”
Chris Gallagher asked us, “Email Template Question: If I have sent a previous series of emails as a Campaign, how can I save them as templates for creating a new Workflow. Example: Over the past 7 days, I have sent out a series on a…