Original Question:

Wesley Raymond Ging asked:
“Am I able to manually put someone in a campaign while I add them to Agent CRM? I get leads from RocketPro one at a time, and it would be simpler just to add them to the campaign while I add them to the system.”

Answer:

Yes, you can manually add contacts to a campaign while adding them to Agent CRM, or you can automate the process using a trigger and tags. Below, we’ll cover both methods.

Option 1: Manually Add a Contact to a Campaign

If you prefer full control over each lead, you can manually add contacts to a campaign by following these steps:

  1. Go to Contacts > Contacts/Smart Lists
  2. Find the contact you just added
  3. Click on their contact record
  4. On the left-hand side, scroll down to the section labeled “Active Campaigns/Workflows”
  5. Click “Add”
  6. Select the campaign name
  7. (Optional) Set an event start date
    • If you leave it blank, the campaign will start immediately
    • If you set a future date, the campaign will begin at that time
  8. Click “Save”

This ensures the contact is immediately enrolled in the campaign and receives scheduled communications.

📌 Watch this step-by-step video for guidance:
👉 How to Manually Add a Contact to a Campaign

Option 2: Automate Enrollment Using Tags and Triggers

If you want to streamline this process, you can set up an automation so that when a tag is added to a contact, they are automatically placed into a campaign.

How to Set Up a Trigger for Automatic Enrollment

  1. Go to Automation > Triggers
  2. Click “Create Trigger”
  3. Set the Trigger Event to “Tag Added”
  4. Choose the tag you’ll use (e.g., “New Lead”)
  5. Set the Trigger Action to “Add to Campaign”
  6. Select the campaign you want the contact added to
  7. Click Save & Activate

Now, whenever you add that tag to a new contact, they will automatically be enrolled in your campaign—saving you time and ensuring no leads are missed.

Which Method is Best?

  • If you want manual control over each lead → Use Option 1
  • If you want to automate lead enrollment and save time → Use Option 2
  • You can use both methods together, depending on your workflow needs

More Resources

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

Watch and Learn

https://www.loom.com/share/fd03ebd256204bb38cad303eb023d2ca”

 


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