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:
- Go to Contacts > Contacts/Smart Lists
- Find the contact you just added
- Click on their contact record
- On the left-hand side, scroll down to the section labeled “Active Campaigns/Workflows”
- Click “Add”
- Select the campaign name
- (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
- 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
- Go to Automation > Triggers
- Click “Create Trigger”
- Set the Trigger Event to “Tag Added”
- Choose the tag you’ll use (e.g., “New Lead”)
- Set the Trigger Action to “Add to Campaign”
- Select the campaign you want the contact added to
- 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:
- Automate New Insurance Lead Campaigns
- How to Bulk Tag Contacts After an Upload
- [UPDATED 2025] Radical Marketing Ideas for Insurance Agents
Watch and Learn
https://www.loom.com/share/fd03ebd256204bb38cad303eb023d2ca”