Original Question:

Charles Atkinson asked:
“Hello team, can you build a newsletter? Is there a video training?”

Answer:

Yes! Agent CRM includes an Email Builder that allows you to create and send newsletters effortlessly. Whether you want to send weekly updates, industry insights, or promotional content, the Campaigns feature makes it easy to design and automate your email marketing.

📌 Need step-by-step guidance?
👉 Check out Chapter 3 (“Campaigns”) in our Agent CRM Training Course:
Agent CRM Training – Email Builder

How to Create a Newsletter in Agent CRM

📍 Step 1: Open the Email Builder

  1. Navigate to Marketing > Emails
  2. Click “Create Email”
  3. Choose the “Drag & Drop Builder” for easy customization

📍 Step 2: Design Your Newsletter

  1. Use the pre-built templates or start from scratch
  2. Drag in text, images, and buttons to match your branding
  3. Add personalization tags like {{contact.first_name}} to make emails feel personal
  4. Include a call-to-action (e.g., schedule a call, visit your website)

📍 Step 3: Set Up an Automated Campaign (Optional)
If you want to send newsletters automatically, follow these steps:

  1. Go to Marketing > Campaigns
  2. Create a new campaign
  3. Add an email event and select your newsletter template
  4. Set a schedule (e.g., every Monday at 9 AM)

📍 Step 4: Test & Send

  1. Preview your email before sending
  2. Send a test email to check formatting
  3. Schedule or send immediately

More Resources

To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:

Watch and Learn

For additional insights, check out our YouTube channel for helpful tutorials like this one:

Cross Sell Vault Tutorial


Campaign, Email

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