Ramiro Cabrera Asked: “Quick question: Has anyone used the system to generate leads for referral partners? TIA” The Answer: Yes! Agent CRM offers a Referral Marketing Campaign that’s perfect for generating leads specifically for referral partners. This campaign is designed to streamline the referral process…
Email campaigns
26 Articles
Wesley Raymond Ging Asked: “Is there a way to fill in this data one time and have it auto-populate? How do I connect it to the social media buttons at the bottom?” The Answer: Yes, you can set up auto-population for your data in Agent…
Ross Cathie Asked: “Can you add a way of seeing which email addresses are the ones that opened from a campaign? It would make sense to focus follow-up on those.” The Answer: Yes, it’s absolutely possible to see which email addresses opened your campaign in…
Do you have old leads? Reach out to them and warm them up with our pre-built Resurrect Past Leads Campaign. In this video, Ryan shows you how to edit the campaign from our Click & Play library. You can request it at http://clickandplay.live/
In this video, Ryan explains how to schedule out an email, text, or voicemail at a specific time using a campaign.
In this video, Ryan explains how to send an email out to all of your leads using a campaign.
In this video, Ryan explains how to add an unsubscribe link to your emails.
Common Issues and Fixes: Check the Email/SMS Content for Formatting Errors Ensure there are no missing } or overuse of triple curly brackets {{{ }}} in your message templates. Incorrect formatting of placeholders can break the email logic, causing the trigger to fail. Fix: Review…