Alex Hale Asked:
“I’m having a hard time importing contacts into a power dialer campaign. I did a bulk import but it is taking hours to load the contacts and still hasn’t allowed me to initiate the campaign. Any help would be greatly appreciated?”
The Answer
There’s a new and much faster way to add contacts to your campaigns in Agent CRM. Follow these steps to resolve your issue and get your power dialer campaign running smoothly:
Step-by-Step Guide
- Go to Contacts Page:
- Navigate to your Contacts page in Agent CRM.
- Select Contacts:
- Select the contacts you want to add to the campaign.
- Use the “Add to Campaign” Button:
- Look for the button with a robot icon labeled “Add to Campaign.”
- Click this button to bring up the campaign selection options.
- Choose Your Campaign:
- Type in the name of the campaign you want to add these contacts to.
- Set Timing:
- Choose when you want the contacts to enter the campaign (e.g., immediately or at a scheduled time).
- Add Contacts to the Campaign:
- Confirm your selections and hit “Add to Campaign.”
This process is quicker and more efficient than the bulk import feature, ensuring your contacts are ready to go without unnecessary delays.
Need Further Help?
For additional assistance, feel free to contact us:
- Email: support@branninggroup.com
Additional Resources
- Blog Post: Automate New Insurance Lead Campaigns
- Blog Post: Automate Your Insurance Business
Watch and Learn
Also, check out our YouTube channel for more resources to help you thrive, like this video:
