Original Question:

Cecily Nicole Gaither asked us:
“Is there a way to send a voicemail to people via a trigger?”

Answer:

Yes, you can! Agent CRM allows you to send ringless voicemail messages automatically using a trigger and a campaign. Here’s how to set it up step-by-step:

Step 1: Create Your Voicemail Campaign

  1. Go to Campaigns

    • Navigate to Marketing → Campaigns in Agent CRM.
    • Click “Create Campaign.”

  2. Name Your Campaign

    • Give it a name (e.g., “Voicemail Campaign”).

  3. Configure the Campaign

    • Click “Campaign Configuration”.
    • Select yourself as the Assigned User so the voicemail will send from your phone number.
    • Click Save.

  4. Add Voicemail Event

    • Click “Add Event” and choose “Voicemail.”
    • Upload your voicemail file (MP3 format).
    • Choose when you want it to send (e.g., immediately, set as “after 0 minutes”).
    • Click Save.

  5. Publish Your Campaign

    • Click Publish to make your voicemail campaign active.

Step 2: Set Up a Trigger

  1. Go to Automations → Triggers

    • Click “Create Trigger.”

  2. Name Your Trigger

    • Example: “Voicemail Trigger”.

  3. Choose Your Trigger Event

    • Decide what event should send this voicemail. Common examples include:
      • Tag Added (e.g., when you add a “Client” tag to a contact).
      • Form Submitted (e.g., when someone fills out a lead form).

  4. Define the Trigger Action

    • Click “Add Action”.
    • Choose “Add to Campaign” and select the “Voicemail Campaign” you just created.

  5. Activate Your Trigger

    • Switch the trigger ON (make sure it’s active).
    • Click Save.

Now, when your chosen event occurs (e.g., adding a tag, form submission), the voicemail campaign will automatically fire—sending a ringless voicemail to the contact.

Why Use This Method?

✅ Automation – Save time by automating voicemail follow-ups.
✅ Personalization – Voicemails add a personal touch without requiring manual calls.
✅ Efficiency – Easily set up reminders, introductions, or follow-up messages.

More Resources

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

Watch and Learn

Check out this video for step by step walkthrough:

https://www.loom.com/share/249b3f90c65e4247a49c422709f0c1c5”

 


Software, Triggers

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