Ilegena Anajiuq Abocaj asked us, “Is the text/ email in the workflow/campaign automatically get send to your leads once you publish your campaign/workflow or you have to hit a button like “Let’s Start “?” “Hey! If you did not add any “Wait” action in your…
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Tony Tuyen Capistrano asked us, “Please help me with a quick video to do a text & voicemail campaign. Everything is different now. Please advise.” “Campaigns are now located under Automation! Here is a quick video that will show you how to access/create and edit…
Billie Hopkin asked us, “Has anyone created a lead texting campaign where the interested party texts a keyword to a telephone number that allows us to set triggers to add them to a funnel? Ex: text ENTER to (555) 123-4567 to enter our giveaway. THANKS!!!”…
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…
Original Question: Oliver Stewart asked us: “Say you have a seminar date of X and you want to send a text X minus 24 to each of the attendees? How would you put this in a campaign so when the leads came in, it would…
Original Question: Dave Kinkade asked us: “I’m on the team plan & work in 2 states. Can I set up text to be sent from each of my local #’s? Only seems possible from main #.” Answer: Yes! If you operate in multiple states and…
David Facer Asked: “Is there a way to schedule a call and have it send you a text on your phone or some other pop-up on your screen?” The Answer: Yes, you can set up a trigger in Agent CRM to send you a text…
Samuel Fuenzalida asked: “When a prospect replies to auto text messages with a ‘Stop,’ will Agent CRM recognize that and stop sending text messages? Will they still receive emails if they do not unsubscribe within the body of the email? Thanks!” Here’s the detailed response…