Original Question: Dan Garbarz asked us:“What are some other gift card sites other than Creative Marketing?” Answer: There are several great options available depending on what you need. Here are a few alternatives you can use to purchase and deliver gift cards to your clients…
Client Engagement
45 Articles
Original Question: Cecily Nicole Gaither asked us:“Is there a way to send a voicemail to people via a trigger?” Answer: Yes, you can! Agent CRM allows you to send ringless voicemail messages automatically using a trigger and a campaign. Here’s how to set it up…
Original Question: Kim Montgomery asked us:“Good evening, I cannot see my questions from the Survey Builder when I open the Giveaway Funnel and select ‘Edit Survey.’ I only see the survey title, no questions. I have followed Ryan’s steps in the training videos. The survey…
Original Question: Gabrielle Nicholle Watters asked us: “Where do we find the scripts?” Answer: If you’re looking for scripts to use in your marketing and sales efforts, you can find them inside the Giveaway Funnel Client Resources Course in the Branning Library. Access the scripts…
Original Question: Art Somma asked us: “Looking to see who is using the free giveaway funnel but to their own current clients. If so, how do you market to them?” Answer: Many agents successfully use the Giveaway Funnel as a way to stay engaged with…
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…
Jason Astwood Asked: “Do you guys have funnels for loan officers or real estate agents?” The Answer Yes! We offer pre-built funnels specifically designed for loan officers and real estate agents inside Agent CRM. These funnels help you generate leads, automate follow-ups, and convert prospects…
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…