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…
marketing automation.
153 Articles
Wesley Raymond Ging Asked: “Does anyone have a Seinfeld campaign they wouldn’t mind sharing?” The Answer: Yes! The Seinfeld email sequence is available and can be integrated into your Agent CRM system. This campaign utilizes engaging, story-driven emails to maintain audience interest and foster connections….
Carlos Martinez Asked: “I am trying to manually set an appointment with a contact for tomorrow, Saturday, but my calendar shows Saturdays not available. Where can I change that? Thanks in advance.” The Answer: You’ll need to update your calendar’s availability settings to enable Saturday…
Andy Lansing Asked: “Rookie question. I just recorded my voicemail on the CRM. Where do I go to do the ringless voicemail now?” The Answer: Setting up a ringless voicemail in Agent CRM is straightforward. Follow these steps to integrate your pre-recorded voicemail into a…
Mike Dickson Asked: “How do you add a button on your funnel thank you page? My prospects are getting a free download, and I want to add the AWS link.” The Answer: Adding a button to your funnel’s Thank You page in Agent CRM is…
Hunter Family Insurance Asked: “Alright, so how do you go about using the Autodialer? Can it only do voicemail drops?” The Answer: The Autodialer in Agent CRM is a progressive dialer that calls one number at a time. While it allows you to leave voicemails…
Wesley Raymond Ging Asked: “Does each funnel need a separate domain?” The Answer: It’s not strictly necessary for each funnel to have its own domain, but it’s highly recommended to assign a unique domain or subdomain to every funnel. Doing so helps improve branding, tracking…
Roger Bickley Asked: “Is there a direct link to the Calendar?” The Answer: Yes, Agent CRM provides a direct link to your calendar, which you can easily copy and share. However, we highly recommend using the Calendar Funnel for a more professional and engaging user…