Ross Cathie Asked: “Can you add a way of seeing which email addresses are the ones that opened from a campaign? It would make sense to focus follow-up on those.” The Answer: Yes, it’s absolutely possible to see which email addresses opened your campaign in…
Christopher Duncan Asked: “How do I create a message section to a form? I would like to add an area to a form where someone can submit a question.” The Answer: Adding a message section to your form in Agent CRM is quick and straightforward….
Christopher Duncan Asked: “Does the power dialer know what time zone it is calling or does it have a feature to limit the time of day a call is made so people don’t get called during a certain time of day?” The Answer: No, the…
Travis Lane Asked: “Along with my giveaway funnel, I’d like to have a separate funnel for direct targeting. Anyone have experience with health insurance and what target audience brings in a number of good leads?” The Answer: Creating a direct targeting funnel for health insurance…
Five Star Benefit Solutions Asked: “One of the ‘7 tools in one’ is a Power Dialer. I think I misunderstood what it actually is capable of doing. It is capable of automatically calling a list of leads one after the other, correct? However, you have…
Danny Ray asked: “Can someone tell me the HTTP URL to post an API to the CRM? It’s for Quoters from SEO websites and long-form Facebook ads.” Here’s the response and expanded details to clarify Agent CRM’s integration capabilities. Direct Integration with Facebook Lead Ads…
Kiya Brown recently asked: “How do I remove a payment method temporarily from the CRM?” Here’s the quick and easy solution to address this request. Contact Support for Assistance To temporarily remove a payment method from Agent CRM, the best course of action is to…
Samuel Fuenzalida asked: “When a prospect replies to auto text messages with a ‘Stop,’ will Agent CRM recognize that and stop sending text messages? Will they still receive emails if they do not unsubscribe within the body of the email? Thanks!” Here’s the detailed response…
Travis Lane asked: “Anyone on here doing giveaways using specific targeting demographics? The way I have mine set up for health insurance is anyone 27–64 in the whole state of Virginia. Should I narrow down the demographics, and if so, to what?” Here’s the detailed…
The Dayney Agency reached out with a great question: “Who do I contact if I need help getting into the Social Magnet platform?” Here’s the answer—and we’ll expand on it to ensure you know exactly how to resolve access issues and get started smoothly. Contacting…