Gary for Insurance asked us. “Hey y’all, I made a funnel for a free eBook and created the form to collect name and email information. However, Is there a video I can watch that shows how to have the book sent to their email when…
Video
21 Articles
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…
AVZ Benefit Solutions asked us, “How does the Custom Field “File Upload” work? Can the contact and/or user upload a file? How can it be used with mail templates?” “I just created a loom video for you explaining this in detail: https://www.loom.com/share/6e00339bc2ab43ec9791dd0d7404276d Thanks”
Severe RPMS Claims Inspectors & Adjusters asked us, “So I have a question? So I want to be able to market a online training course that consist of videos. I need to be able to add widgets to my website shopping cart and when purchased…
Damon Jimenez asked us, “Are we able to add a small YouTube clip onto a form?” “Absolutely, you add a Video element and then just paste in the YouTube URL. It’s setup for that already, it’s easy to plug in 🙂 You have to add…
Cyrus Herndon asked us, “How to setup automation to forward incoming texts to another number?” “Here is the loom video: https://www.loom.com/share/4051f4def9f54d40a04f5530a331c129” FB Reference: https://www.facebook.com/groups/agentcrmcommunity/posts/545994153996985/
Becky Chopek Wilson asked us, “Is there any way to have an order to the custom fields? They are all over the place and I would like to be able to put them in order.” “Hi! You can arrange the position of the fields in…
Tena Smith Gifford asked us, “Hi are there videos on using your funnels? It’s been a long time and can’t remember how exactly to get it all set Also how Much to have one setup for me ?” “Hi! You can check the training video…
Miguel Angel Quezada Santana asked us, “I would like to find a way to set my social media icon horizontal!!” “That’s how you do it, please watch this loom: https://www.loom.com/share/b94419e4d38b41999aa9d70d4dddeec8”
Sandra Quinn -Bailey asked us, “Hey, can we set up a funnel in AgentCRM? If so, is there a training video? Thanks” “Yes! Agent CRM is equipped with it’s own funnel builder. Here’s an overview video of it: https://www.branninglibrary.com/…/les…/29881261-overview“