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…
template
10 Articles
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:
Original Question: Raymond Truong asked:“How to attach an email signature in Agent CRM email or email template?” Answer: Adding an email signature in Agent CRM ensures that all your outgoing emails maintain a professional appearance and consistency. With the new sidebar update, the location of…
Original Question: Larry Gatz asked us:“Is there a way to import an HTML email as a template? I have exported them from Mailchimp.” Answer: Yes! Agent CRM allows you to import HTML emails and use them as templates for your campaigns. If you’ve exported your…
Original Question: Jackie Davis asked us:“Can someone help me add my Calendly link in a text template? It won’t hyperlink in the message.” Answer: Text messages in Agent CRM do not support hyperlinks, meaning that links will not appear as clickable text. However, you can…
Ramon Ayers Asked: “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 up?”…
Paul J Da Costa Asked: “Trying to make an email with a template. I want to delete an image and add a text box. I hit delete—nothing. I hit text—nothing. What do I have to do to make the email? I’m frustrated with this system;…