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

  1. Log in to Agent CRM

    • Navigate to Automation >> Click & Play.
  2. 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

  1. Open the Campaign

    • Go to Automation >> Campaigns and locate the Resurrect Past Leads Campaign.
    • Click Edit to customize it.
  2. 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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    Hi {{contact.first_name}}, We spoke a while back, and I wanted to check in. Are you still interested in [product/service]? Let’s reconnect and explore how I can help. - [Your Name]
  3. Adjust the Schedule

    • Modify the timing of messages to match your outreach strategy (e.g., send emails every 2–3 days).
  4. Add Your Contact Details

    • Ensure your email signature, phone number, and calendar booking link are included.

3. Test the Campaign

  1. Run a Test

    • Add yourself as a test contact to see how the campaign flows.
  2. Verify Automation

    • Ensure emails and texts are sent as scheduled and that custom fields populate correctly.

4. Activate and Monitor the Campaign

  1. Launch the Campaign

    • Once you’re satisfied with the edits, activate the campaign.
  2. Track Performance

    • Use Agent CRM’s analytics to monitor open rates, responses, and conversions.
  3. 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:

Also be sure to check out our Youtube Channel for more helpful resources:


Bonus Resource: Watch and Learn