David Facer Asked:
“Is there a way to set it up so Agent CRM sends a certain number of emails to a specified number of contacts each weekday out of a contact smart list?”
The Answer
Yes! You can set up a drip email campaign in Agent CRM to send a specific number of emails daily to a selected list of contacts.
Step-by-Step Guide to Setting Up Drip Emails in Agent CRM
1️⃣ Create Your Email Campaign
- Navigate to Marketing > Campaigns and create a new email campaign.
2️⃣ Select Your Contact List
- Go to Contacts > Contacts/Smart Lists and select all the contacts you want to include in the campaign.
3️⃣ Add Contacts in Drip Mode
- Click the “Add to campaign” button and select “Add in drip mode.”
4️⃣ Configure Drip Settings
- Batch Quantity: Set this to the number of emails you want to send per day (e.g., 100).
- Repeat After: Set this to 1 day to ensure emails go out daily.
5️⃣ Activate the Campaign
- Click “Add to campaign/workflow” to launch the sequence.
Additional Resources
For more details on setting up email automation in Agent CRM, check out these blog posts:
Also, check out our YouTube channel for more resources to help you thrive, like this video:
🔗 Insurance Pipelines – Track & Automate Stages
Watch and Learn
