Sending an email to all your leads is a powerful way to announce updates, share important information, or run a large-scale campaign. Agent CRM simplifies this process by combining lead tagging and campaign creation. Here’s how to do it step by step.

Why Use a Campaign to Email All Leads?

  • Targeted Reach: Send relevant messages to all your leads while maintaining the option to segment in the future.
  • Automation: Schedule and automate emails to save time and ensure timely delivery.
  • Personalization: Use placeholders like {{contact.first_name}} to create a personalized experience.

Step-by-Step Guide to Emailing All Leads

  1. Tag All Leads

    • Navigate to the Contacts section in Agent CRM.
    • Select all your leads by filtering or manually selecting.
    • Use the Actions dropdown and choose Add Tag.
    • Add a tag such as _all_ to group all your leads together.

  2. Create a Campaign

    • Go to Automation >> Campaigns and click + New Campaign.
    • Name the campaign (e.g., “All Leads Email Blast”) and click Save.

  3. Add an Email Step

    • Within the campaign editor, click + Add Step and select Email.
    • Draft your email:
      • Use placeholders like {{contact.first_name}} for personalization.
      • Include your call-to-action and, if required, an unsubscribe link ({{unsubscribe_url}}).
    • Save the email and set a delay if you’re planning multiple steps.

  4. Add the Tag Filter to the Campaign

    • Under Campaign Settings, add a filter to target leads with the _all_ tag.

  5. Test the Campaign

    • Send a test email to ensure the formatting and placeholders work correctly.

  6. Launch the Campaign

    • Activate the campaign to begin sending emails to all leads tagged as _all_.

Learn More

Discover additional resources to maximize your email campaigns in Agent CRM:

Also be sure to check out valuable resources on our Youtube Channel:

Bonus Resource: Watch and Learn

 

Campaign

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