What Is a Hot Transfer Campaign?
A Hot Transfer Campaign allows Agent CRM to immediately call you when a new lead comes in. Once you receive the call, you press any button on your phone to instantly connect with the lead—ensuring fast and efficient follow-up.
This is a great way to increase response rates, as leads are most engaged when they first submit their information.
How to Set Up a Hot Transfer Campaign in Agent CRM
📌 Step 1: Create a New Campaign
- Go to Marketing > Campaigns
- Click “Create New Campaign”
- Name your campaign (e.g., “Hot Transfer Test”)
- Click “Save”
📌 Step 2: Add the Call Event to the Campaign
- Click “Add Event”
- Select “Call”
- In the Call Whisper section, enter a message that will be read out loud to you when Agent CRM calls you. Example:
- “John Smith just filled out our life insurance funnel. Press any button to call them back.”
- Set Business Hours:
- Click Custom Time
- Select the hours when you want to receive Hot Transfer calls (e.g., 9 AM – 3 PM, Monday-Friday)
- Any leads that come in outside these hours will be stored and triggered once business hours resume
- Click Save and Publish the campaign
📌 Step 3: Set Up a Trigger to Add Leads to the Hot Transfer Campaign
- Go to Automation > Triggers
- Click “Create Trigger”
- Name your trigger (e.g., “Hot Transfer Trigger”)
- Set the Trigger Condition
- If using a funnel form submission:
- Choose “Form Submitted” as the trigger
- Select the specific form (e.g., “Life Insurance Funnel Form”)
- If using other criteria (e.g., leads tagged as “High Priority”):
- Select “Contact Tag Added” and choose the tag
- If using a funnel form submission:
- Set the Action
- Click “Add to Campaign”
- Select your Hot Transfer Campaign
- Click Save & Activate
How the Hot Transfer Campaign Works
✔ As soon as a lead submits their form (or meets your trigger criteria), Agent CRM will call you instantly
✔ The Whisper Message will read out their name and tell you to press a button to call them back
✔ You press any button, and Agent CRM will connect you immediately
Customizing Your Hot Transfer Campaign
📌 Filter Leads Before Calling
- If you only want qualified leads to trigger a Hot Transfer, you can add custom fields to your form
- Example: Only transfer leads who answer “Yes” to “Are you interested in a quote today?”
📌 Pause Transfers Outside Business Hours
- Prevent after-hours calls by setting a custom time window
📌 Use Tags to Trigger Transfers
- Add a tag like “Hot Lead”, and set the trigger to call you when a lead gets that tag
More Resources
To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:
- 3-Way Calling Made Easy with Agent CRM
- Importing Leads with Agent CRM: Step-by-Step Guide
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