In this video, Ryan shows you how to edit the Life Insurance Funnel that is available for free in our Click & Play library. You can request it at http://clickandplay.live/
marketing automation.
153 Articles
In this video, Ryan shows you how to edit the Referral Request Campaign from our Click & Play library. You can request it at http://clickandplay.live/
Step 1: Create a New Campaign Log in to Agent CRM. Navigate to Marketing >> Campaigns. Click + Create Campaign and give it a descriptive name (e.g., “Appointment Reminder Campaign”). Step 2: Configure Campaign Settings Add yourself as a user to the campaign. Enter your…
In this video, Ryan explains how to do a voicemail drop.
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 add an unsubscribe link to your emails.
Creating a campaign in Agent CRM is a powerful way to engage leads and clients, sending personalized emails or text messages to nurture relationships or drive actions. With the platform’s latest updates, adding contacts to campaigns has never been easier. This guide will walk you…
In this video, Ryan shows you how to integrate your Facebook page with your Agent CRM account.