If you have old leads sitting in your database, don’t let them go to waste! Agent CRM’s Resurrect Past Leads Campaign is designed to re-engage these leads and turn them into warm prospects. With a few simple edits, you can launch a targeted campaign to reconnect with your past leads and reignite their interest. Here’s how to get started.
Why Resurrect Past Leads?
- Unlock Missed Opportunities: Many old leads might still be interested but need a nudge to take action.
- Cost-Effective Marketing: Re-engaging past leads is often more affordable than acquiring new ones.
- Build Relationships: Show leads you value them by staying in touch and offering solutions.
Step-by-Step Guide to Editing the Resurrect Past Leads Campaign
1. Access the Campaign in the Click & Play Library
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Log in to Agent CRM
- Navigate to Automation >> Click & Play.
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Request the Campaign
- Visit Click & Play to request the Resurrect Past Leads Campaign.
- Once it’s added to your account, find it in your campaign library.
2. Edit the Campaign
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Open the Campaign
- Go to Automation >> Campaigns and locate the Resurrect Past Leads Campaign.
- Click Edit to customize it.
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Personalize the Messaging
- Update the email and text templates with your name, branding, and tone.
- Include placeholders like
{{contact.first_name}}
to personalize each message.
Example Message:
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Adjust the Schedule
- Modify the timing of messages to match your outreach strategy (e.g., send emails every 2–3 days).
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Add Your Contact Details
- Ensure your email signature, phone number, and calendar booking link are included.
3. Test the Campaign
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Run a Test
- Add yourself as a test contact to see how the campaign flows.
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Verify Automation
- Ensure emails and texts are sent as scheduled and that custom fields populate correctly.
4. Activate and Monitor the Campaign
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Launch the Campaign
- Once you’re satisfied with the edits, activate the campaign.
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Track Performance
- Use Agent CRM’s analytics to monitor open rates, responses, and conversions.
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Refine Based on Feedback
- Adjust messaging or timing based on lead engagement metrics.
Pro Tips for Re-Engaging Past Leads
- Be Genuine: Show leads you’re reaching out to help, not just to sell.
- Add Value: Include offers, updates, or helpful resources in your messages.
- Follow Up: Leads may need multiple touches before they respond, so don’t give up too soon.
Learn More
Explore additional resources to boost your lead management efforts:
- Maximizing Old Leads: How to Stay Compliant and Still Generate Results
- Automate New Insurance Lead Campaigns
- Importing Leads with Agent CRM: Step-by-Step Guide
Also be sure to check out our Youtube Channel for more helpful resources: