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
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Go to Campaigns
- Navigate to Marketing → Campaigns in Agent CRM.
- Click “Create Campaign.”
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Name Your Campaign
- Give it a name (e.g., “Voicemail Campaign”).
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Configure the Campaign
- Click “Campaign Configuration”.
- Select yourself as the Assigned User so the voicemail will send from your phone number.
- Click Save.
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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.
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Publish Your Campaign
- Click Publish to make your voicemail campaign active.
Step 2: Set Up a Trigger
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Go to Automations → Triggers
- Click “Create Trigger.”
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Name Your Trigger
- Example: “Voicemail Trigger”.
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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).
- Decide what event should send this voicemail. Common examples include:
-
Define the Trigger Action
- Click “Add Action”.
- Choose “Add to Campaign” and select the “Voicemail Campaign” you just created.
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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”