How to Find Contacts Added to a Campaign

Bruce Kuczinski Asked:

“How can I find a list of contacts added to a campaign?”

The Answer:

You can easily locate a list of contacts added to a campaign directly within Agent CRM. Follow these simple steps to access this information:

Step-by-Step Guide

1. Go to Marketing:
   • Log in to your Agent CRM account.
   • From the left-hand menu, click on Marketing.
2. Navigate to Campaigns:
   • Select Campaigns from the dropdown menu or side panel.
3. View Contacts in a Campaign:
   • Find the specific campaign you’re interested in.
   • Look under the Total column next to the campaign name.
   • Click on the number in the Total column to access the list of contacts added to that campaign.
4. Review and Manage Contacts:
   • Once you click the number, you’ll be directed to a detailed list of all the contacts included in that campaign.
   • From here, you can review, manage, or update these contacts as needed.

Additional Resources

For more tips and detailed guides on managing campaigns and contacts in Agent CRM, check out:

• Blog Post: Automate New Insurance Lead Campaigns
• Blog Post: How to Filter Contacts & Create Contact Lists

Watch and Learn

For another beneficial resource, check out this helpful video:

• Video: From Lead to Lifelong Client: Branning Bundles 101