Original Question:
Anh Tran asked:
“I need help with doing a dripping campaign for text message. I know Alex said there’s a live Zoom every Friday. Is it the same Zoom we use every day from 7 AM & 2 PM?”
Answer:
Yes! You can attend the daily Agent CRM drop-in Q&A Zoom calls for assistance with creating a text message drip campaign. These sessions run Monday through Friday at 7 AM – 1 PM PST (10 AM – 4 PM EST) and 2 PM – 6 PM PST (5 PM – 9 PM EST).
However, if you’re looking for step-by-step instructions on setting up a drip campaign, follow the guide below and check out the recommended training videos.
Step-by-Step Guide to Creating a Text Message Drip Campaign in Agent CRM
1. Set Up Your Campaign
- Navigate to Campaigns in Agent CRM.
- Click + New Campaign and choose Text Message Drip Campaign as the campaign type.
- Enter a Campaign Name for easy reference.
2. Add Your Messages
- Click + Add Step to include text messages in your campaign.
- Set the delay timing between messages (e.g., send immediately, after 1 day, after 3 days, etc.).
- Customize each message to ensure relevance and engagement.
3. Enable Drip Mode
- In the Campaign Settings, select Drip Mode to schedule messages over time rather than sending them all at once.
4. Add Contacts to Your Campaign
- Go to Contacts and select the individuals or groups you want to enroll in the campaign.
- Click Add to Campaign and choose the drip campaign you just created.
5. Review and Activate
- Double-check all messages and scheduling settings.
- Click Start Campaign to begin the drip sequence.
For more details, check out these helpful training videos:
👉 How to Create a Campaign (Email & Text): Watch here
👉 How to Add Contacts to a Campaign & Use Drip Mode: Watch here
Live Zoom Q&A Information
If you need further assistance, join a drop-in Zoom session where an Agent CRM expert can guide you through troubleshooting and general system knowledge.
📅 Schedule: Monday – Friday
🕘 Session 1: 7 AM – 1 PM PST / 10 AM – 4 PM EST
⏸ Break: 1 Hour
🕔 Session 2: 2 PM – 6 PM PST / 5 PM – 9 PM EST
🔗 Join the Live Support Calls: Visit here
More Resources
To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:
- How to Send Bulk Text Messages in Agent CRM
- Guide to Drip Campaigns in Agent CRM
- A Winning Marketing Strategy for T65 Leads
Watch and Learn
For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:
