Chris O’Connor asked us, “I am confused on how to start a campaign that will solicit my client base for estate planning. I know it used to be called a “Campaign”. What is it now and where do I find it?” “You’d want to create…
campaign
48 Articles
Erna Cabuguas asked us, “Hi, does the action -> Stop All Campaign’s for Lead in Agent CRM will stop all the campaigns that are setUp in AgentCRM?” “Do you mean the Trigger action, “”Remove from all campaigns””? If yes, this will literally remove the contact…
A Group Member asked us, “I need some help. I setup a resurrect lead campaign and automated for tomorrow morning but I don’t see where I can edit it or change the time. Any help?” ” If you’ll be adding your leads to the…
Charles Atkinson asked us, “Can we add emojis in text messages/campaigns?” “Yeah.. this is how you do it! https://www.loom.com/share/4e36c8415cd945d3b1e04992fbe4a1f2”
Chris Gallagher asked us, “Email Template Question: If I have sent a previous series of emails as a Campaign, how can I save them as templates for creating a new Workflow. Example: Over the past 7 days, I have sent out a series on a…
Agent CRM has helped thousands of clients generate, nurture, and convert leads. Agent CRM gives you the best-performing and highest-converting nurturing campaigns so that you can plug them into your business and earn the sales you deserve. The wealth of strategy and direction through Agent…
Agent CRM Vs. Pipeline Pro: An Overview Agent CRM Agent CRM is a complete lead-generating and marketing platform made to meet all of your company’s requirements. Every marketer and business owner can fully equip their enterprise with the fresh touch of automation using Agent CRM….
David Quiett asked us, “I tried replying to a follow up email but I have a question. I have set up a workflow for a text/email campaign. 1) Are the texts automatically set up for a “stop” request? 2) I thought I had paid to…
Phil Reames asked us, “Is there a way for me to export workflows to share and campaigns that I have created to share with others?” “Right now the only way to do that is for us to create a snapshot, and then import that snapshot…
Erna Cabuguas asked us, “Hi, question, in a Campaign there’s a multi Users assigned in that Campaign, then in it’s content setup as an SMS, the customized field for User name is there, will it just filter the name of the User assigned to a…