Original Question:

Amy Pulver asked us:
“Question. Is there a way to change the email sequence on my funnel? I want to leave out a couple of the emails.”

Answer:

Absolutely! Agent CRM makes it simple to edit, rearrange, or remove emails from any email sequence associated with your funnel.

Here’s exactly how to do it:

Step-by-Step Guide

Step 1: Go to Your Campaign

  • Log into Agent CRM.
  • Navigate to Marketing → Campaigns.

Step 2: Find Your Email Sequence

  • Locate and click on the folder containing your funnel’s campaign (e.g., Giveaway Campaigns).

Step 3: Select Your Specific Email Sequence

  • Click on your email sequence (e.g., “Amy Pulver Sequence”).

Step 4: Edit or Remove Emails

  • To edit an email: Click “edit” next to the email you wish to change, update the content, then save.
  • To remove an email from the sequence: Simply click “remove” next to the email you want to delete.

You’re all set! Your updated email sequence will be saved automatically.

More Resources

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

Watch and Learn

For more resources to help you thrive, check out our YouTube channel for great videos like this one:

Unlocking AI’s Power for Insurance Agents


Campaign, Email

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