Campaigns are a cornerstone of effective client engagement. By creating and managing campaigns in Agent CRM, you can easily communicate with your audience, nurture leads, and convert them into loyal clients. Let’s walk through the process of creating a campaign and adding contacts to it step by step.


Why Use Campaigns in Agent CRM?

Agent CRM campaigns allow you to:

  • Streamline Communication: Send targeted messages at the right time.
  • Automate Follow-Ups: Ensure consistent client engagement without manual effort.
  • Track Engagement: Monitor how your contacts interact with your content.

For more tips on optimizing Agent CRM workflows, check out Triggers Overview.


Step-by-Step Guide to Creating a Campaign and Adding Contacts

  1. Access the Campaigns Section:

    • Go to the Campaigns tab in Agent CRM and click + New Campaign.
  2. Name Your Campaign:

    • Choose a descriptive name that reflects the campaign’s purpose, e.g., “Medicare Open Enrollment Outreach.”
  3. Build Your Campaign Steps:

    • Add emails, SMS messages, calls, or other tasks to the campaign in the sequence you’d like them executed.
    • Set delays between steps to ensure messages are spaced appropriately.
  4. Add Contacts to Your Campaign:

    • Navigate to the Contacts section.
    • Select the contacts you want to include in the campaign or upload a list if you haven’t already (see Importing Contacts into Agent CRM).
    • Click Add to Campaign, choose the campaign you created, and confirm.
  5. Activate Your Campaign:

    • Ensure your campaign is set to Active in the campaign settings to start engaging your audience.

Pro Tips for Campaign Success

  • Segment Your Audience: Use tags to categorize contacts (e.g., “Leads,” “Clients,” or “Medicare Prospects”).
  • Personalize Your Messaging: Incorporate placeholders like {{contact.first_name}} to make messages feel tailored.
  • Test Your Campaign: Run a small test group before activating the campaign for all contacts.

Explore more about personalizing workflows with Agent AI Features.


Learn More

Here are additional resources to enhance your Agent CRM experience:

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: