Wesley Raymond Ging Asked:

“Is there a way to fill in this data one time and have it auto-populate? How do I connect it to the social media buttons at the bottom?”

filling data options

The Answer:

Yes, you can set up auto-population for your data in Agent CRM, making it easier to manage repetitive information and ensuring consistency. Additionally, connecting this data to your social media buttons is simple once the setup is complete. Here’s how you can do it.


Step-by-Step Guide to Auto-Populate Data and Connect Social Media Buttons

1. Setting Up Auto-Populated Data

Agent CRM uses custom values to auto-fill information across campaigns, emails, and workflows. Here’s how to set it up:

  1. Navigate to Settings:
    • Go to Settings >> Custom Values in your Agent CRM account.
  2. Add Your Data:
    • Input the data you want to auto-populate, such as:
      • Business name.
      • Phone number.
      • Email address.
      • Social media URLs.
    • Save your entries.
  3. Use Custom Values in Templates:
    • When creating emails, text messages, or landing pages, insert the custom value placeholders (e.g., {{custom_value.social_media_facebook}}).
    • This ensures the data is pulled dynamically wherever the custom value is used.

2. Connecting Data to Social Media Buttons

  1. Access Your Landing Page or Email Editor:
    • Open the page or email where you want to include the social media buttons.
  2. Insert Social Media Links:
    • Use the custom values you created earlier for your social media URLs.
      • Example: For a Facebook button, link it to {{custom_value.social_media_facebook}}.
  3. Test the Buttons:
    • Preview your email or landing page and click the buttons to ensure they redirect to the correct social media profiles.

Pro Tips for Streamlining Setup

  • Use Consistent Naming: Label your custom values clearly (e.g., social_media_facebook, social_media_twitter) for easy identification.
  • Test Auto-Population: Before publishing, preview your emails or pages to verify that the custom values are populating correctly.
  • Centralize Updates: If your business data changes, update the custom values in one place to reflect those changes system-wide.

Learn More

Explore these additional resources to optimize your workflow:

Check out our Youtube for other beneficial resources:


Bonus Resource: Watch and Learn

https://www.loom.com/share/7a0fbe20f161490fa55a1758827b8c2c