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


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