Ramon Ayers Asked: “Is it possible to send a text message out to all my leads and ask them to update their contact information via a survey or form builder and have it update their contact information live/automatically?” The Answer While it’s not possible to…
Marketing Strategies
Keith Cobb Asked: “Is a Privacy Policy needed for a Facebook lead form?” The Answer: Yes, Facebook requires you to link to a privacy policy for your lead forms. This helps ensure compliance with their advertising policies and provides transparency to users about how their…
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…
William Noel Asked: “Do you have a media preference (i.e., image vs. video) for Facebook ads?” The Answer: Both images and videos can be highly effective in Facebook ads, depending on your campaign goals and audience preferences. However, video ads often deliver stronger engagement, more…
Travis Lane Asked: “Along with my giveaway funnel, I’d like to have a separate funnel for direct targeting. Anyone have experience with health insurance and what target audience brings in a number of good leads?” The Answer: Creating a direct targeting funnel for health insurance…
Travis Lane asked: “Anyone on here doing giveaways using specific targeting demographics? The way I have mine set up for health insurance is anyone 27–64 in the whole state of Virginia. Should I narrow down the demographics, and if so, to what?” Here’s the detailed…
