Chris Gallagher asked us, “Email Template Question: If I have sent a previous series of emails as a Campaign, how can I save them as templates for creating a new Workflow. Example: Over the past 7 days, I have sent out a series on a…
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Every life insurance company uses a CRM so agents can keep track of sales activity, lead scoring and management, email tracking, appointment setting, contract and document administration, sales goal planning and tracking, activity monitoring, sales performance, and invoicing and billing. With these tools, businesses can…
In Agent CRM’s Click & Play library, we have a LinkTree funnel template that’s ready for you to use! Here’s a short video showing you how to access the template, and edit it for your own brand:
Raymond Truong asked us, “How to attach email signature in agent crm email or email template.” “Here’s a video I made to guide you in setting up your signature inside agent CRM: https://www.loom.com/share/6a1356772ff44a2a8b08fcc0cadfc3eb If you are using the new sidebar this video is for…
Larry Gatz asked us, “Is there a way to import an html email as a template? I have exported them from mailchimp.” “This is possible! You can go to Marketing > Emails, then click the button in the top, left-hand corner to create a new…
Jackie Davis asked us, “Can someone help me add my Calendly link in text template. It won’t hyperlink in the message ??♀️” “The text messages don’t have a hyperlink option, just the emails. You’ll need to paste the entire calendar link in the text message….
Ramon Ayers asked us, “I created an email template. At the top of the email template is where I put my company logo. I sent a test email and unfortunately my logo did not pop up. How do I get my company logo to pop…
Paul J Da Costa asked us, “Trying to make a email with templet. Just want to delete image and add text box. Hit delete nothing hit text nothing. What do you have to do to get this to make what you want in the email?…
Mike Mahurin asked us, “I have a one-off email that I want to send to a specific group of my clients that have been tagged the same. Is there a method to add a list of similar contacts to receive an email that’s been created…
Don Raines asked us, “By chance, is there a good asking for referral template for emails to link the referral funnel to?” “We do have a pre-written campaigns for referrals, it should be included in all of the click-and-play campaigns.”