Ilegena Anajiuq Abocaj asked us, “When I created the workflow and the campaign to send sms, text, email & voicemail- does the CRM does this automated once the workflow/campaign is set up and published or do I have to click the automation>conversations>Let’s start button (start…
automation
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Original Question: Dan Garbarz asked:“Hello, I created a new form, campaign, and funnel for an insurance campaign. I removed the ‘last name’ field on the form as an experiment. When a new contact is submitted (testing), I am seeing strange behavior, like two contacts being…
Original Question: Edwin Mezua asked us:“Does the email marketing integrate with Google Workspace email, or is it separate? Looking to start sending out a newsletter for clients but wanted it to come from my domain.” Answer: You don’t need a direct integration between Agent CRM…
Howard Ong Asked: “I want to power dial leads first. To power dial imported leads first, do I set up a campaign first to use the power dialer? Then, for leads that do not answer the phone, I want to redial them every 4 hours…
Life N Health 365 Asked: “Giveaway funnel ending tomorrow—any suggestions on announcement format other than Facebook Live? Not especially wanting to go live, any suggestions on time of day?” The Answer You don’t have to go live on Facebook to announce the winner! Instead, you…
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…
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…
In this video, Ryan shows you how to edit the Checking In On Quote Campaign from our Click & Play library. You can request it at http://clickandplay.live/