Selecting a Winner for the Giveaway Funnel Susan Thomas Asked: “How do we know who wins from the giveaway funnel? Is the winner generated through the system?” The Answer: The system does not automatically generate a winner for your giveaway funnel—you get to pick the…
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Mitch Ashburn Asked: “I want to add a large number of people to a campaign in drip mode. I see how to do that with bulk emails, but how can I set a campaign to drip mode?” The Answer: Setting up a campaign in drip…
Charmagne Preston Asked: “Is there a way to get paid for referring Agent CRM to people?” The Answer: Absolutely! Agent CRM offers an affiliate program that allows you to earn commissions for referring new users. Here’s how to get started: Step 1: Sign Up for…
Ross Cathie Asked: “Does anyone know if we can set up an automated birthday greeting campaign that would go out automatically on a client’s birthday?” The Answer: Yes, you can absolutely set up an automated birthday greeting campaign in Agent CRM to make your clients…
Charles Atkinson Asked: “Is there an affiliate link we can send out for others interested in Agent CRM?” The Answer: Yes, you can share a custom affiliate link for Agent CRM! Follow these steps to get started: Step 1: Sign Up as an Affiliate Visit…
Rick Ali Asked: “Do you have an option to bring Mini Chat leads into Agent CRM?” The Answer: Yes, you can integrate Mini Chat leads into Agent CRM using Zapier. This integration allows for seamless automation of lead transfers between platforms. How to Integrate Mini…
Ignacio Maurino Asked:All Posts “Hi team! How do I connect the giveaways funnel or any funnel to a Facebook conversion campaign?” The Answer: Connecting your giveaways funnel, or any funnel, to a Facebook conversion campaign involves integrating your funnel with Facebook’s advertising tools to effectively…
Access the Campaigns Section: Log in to your Agent CRM account. Navigate to Marketing in the left-hand menu. Click on Campaigns. Create a New Campaign: Click on + New Campaign to start a new campaign. Name your campaign appropriately for easy identification. Add a Voicemail…