Creating a campaign in Agent CRM is a powerful way to engage leads and clients, sending personalized emails or text messages to nurture relationships or drive actions. With the platform’s latest updates, adding contacts to campaigns has never been easier. This guide will walk you through both creating a campaign and adding contacts to it.

Why Use Campaigns in Agent CRM?

Campaigns allow you to:

  • Automate Communication: Send scheduled messages without manual effort.
  • Personalize Outreach: Tailor messages using placeholders like {{contact.first_name}}.
  • Track Engagement: Monitor open rates, click-throughs, and responses for continuous improvement.

Step 1: Create an Email or Text Campaign

  1. Navigate to the Campaigns Section

    • Log in to Agent CRM and go to Automation >> Campaigns.

  2. Create a New Campaign

    • Click + New Campaign to start.
    • Name your campaign descriptively (e.g., “Welcome Series” or “Event Reminder”).

  3. Add Steps to the Campaign

    • Choose whether to add an Email, Text (SMS), or other action.
    • Draft your message, incorporating placeholders like {{contact.first_name}} for personalization.
    • Set delays between steps to schedule when each message will be sent.

  4. Review and Save

    • Once all steps are added, review your campaign for accuracy.
    • Save the campaign to finalize it.

Step 2: Add Contacts to the Campaign (Updated Method)

Agent CRM has streamlined the process of adding contacts to campaigns. Here’s the updated method:

  1. Go to the Contacts Section

    • Navigate to Contacts in your dashboard.

  2. Select Contacts to Add

    • Use filters or tags to narrow down the list of contacts you want to include.
    • Check the box next to each contact you want to add or use the Select All option.

  3. Add Contacts to Campaign

    • Click the Actions button and select Add to Campaign.
    • Choose the desired campaign from the dropdown list and confirm.

  4. Track Campaign Activity

    • Return to the campaign details to monitor progress and engagement metrics.

Pro Tips for Running Successful Campaigns

  • Segment Your Audience: Use tags to create targeted campaigns for specific groups.
  • Test Before Launching: Send test emails or texts to ensure everything looks right.
  • Automate Follow-Ups: Create multi-step campaigns with varied touchpoints for better engagement.

Learn More

Explore these additional resources to enhance your campaigns and lead management:

Also see these resources on our Youtube Channel:

Bonus Resource: Watch and Learn

Watch these video tutorials for more guidance:

How to Create a Campaign in Agent CRM

 

The video above shows you how to create a campaign. At the end of the video, I show you how to add contacts to that campaign. However, Agent CRM has been updated and there is a new (and easier) way of adding people to that campaign. Please watch the video below to learn how to add people to a campaign:

The Updated Method to Add Contacts to a Campaign


Campaign, Software

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