Original Question: Amy Pulver asked us:“Question. Is there a way to change the email sequence on my funnel? I want to leave out a couple of the emails.” Answer: Absolutely! Agent CRM makes it simple to edit, rearrange, or remove emails from any email sequence…
campaign
47 Articles
Original Question: Christopher Duncan asked us: “Is there a pre-made email campaign for new clients in the CRM?” Answer: While Agent CRM does not have a built-in pre-made email campaign for new clients, we offer a powerful resource to help you get started quickly! Check…
Original Question: Sandra Quinn asked us: “Since I’m the only user so far, I have not assigned myself to any opportunity. So are you saying when I start sending out emails, the email will not show my name?” Answer: Yes, your name will appear on…
Original Question: Oliver Stewart asked us: “Say you have a seminar date of X and you want to send a text X minus 24 to each of the attendees? How would you put this in a campaign so when the leads came in, it would…
Don Raines Asked: “Are there ads or a campaign for social media designed for high-end clients? IULs, etc.?” The Answer Yes! All of our pre-built ad campaigns can be used to target high-net-worth clients, such as those looking for Indexed Universal Life (IUL) insurance, retirement…
Tom May Asked: “How do I bulk remove leads from a campaign?” The Answer You can bulk remove leads from a campaign in Agent CRM by setting up a trigger. This allows you to efficiently manage and update your campaigns without manually removing each lead…
Bruce Kuczinski Asked: “Is there a way to extend an email campaign without adding emails or contacts one by one? For example, the giveaway lead campaign has a sequence. It stops after the last email. Can I automatically add the leads to another campaign like…
Mohammad Azher Asked: “So, I have a VA who’s ready to run our FB ads campaign for all kinds of insurance. Alex Branning, where can we get ad images and copy? Please advise. (Note: we asked for help with final expense, and your team is…