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Campaign Optimization
8 Articles
Original Question: Sandra Quinn-Bailey asked us:“I just did a FB ad. Not through the CRM. Just totally forgot I could do it from there. It’s running for a week to promote a virtual webinar Sept 4th. Should I stop it & redo it from the…
Original Question: David Vargas asked us: “So Facebook is telling me that I am not connected to Agent CRM. How do I remedy this?” Answer: For a step-by-step walkthrough, watch this video guide: How to Integrate Facebook with Agent CRM Following these steps should resolve…
Tobin Allen Short Asked: “Hi guys, is there a way to set the CRM calendar so leads can’t book any further than a certain number of days out? That way they can only see availability for the next week or two. I call to try…
William Noel Asked: “Do you have a media preference (i.e., image vs. video) for Facebook ads?” The Answer: Both images and videos can be highly effective in Facebook ads, depending on your campaign goals and audience preferences. However, video ads often deliver stronger engagement, more…
Wesley Raymond Ging Asked: “Just joined Agent CRM here for the 14-day test drive. I’ve been using Agency Elephant for about 6 months but looked at something else for reasons. The most use I have gotten out of automation is from internet lead requotes 6…
Travis Lane asked: “Anyone on here doing giveaways using specific targeting demographics? The way I have mine set up for health insurance is anyone 27–64 in the whole state of Virginia. Should I narrow down the demographics, and if so, to what?” Here’s the detailed…
Campaigns are a cornerstone of effective client engagement. By creating and managing campaigns in Agent CRM, you can easily communicate with your audience, nurture leads, and convert them into loyal clients. Let’s walk through the process of creating a campaign and adding contacts to it…