Step-by-Step Guide to Creating a Campaign with Texting and Voicemail Drops

1. Access the Campaigns Section:
   • Log in to your Agent CRM account.
   • Navigate to Marketing in the left-hand menu.
   • Click on Campaigns.
2. Create a New Campaign:
   • Click on + New Campaign to start a new campaign.
   • Name your campaign appropriately for easy identification.
3. Add a Voicemail Drop:
   • Within the campaign builder, click on + Add Step.
   • Select Voicemail Drop from the list of actions.
   • Upload your pre-recorded voicemail message in .mp3 or .wav format.
   • Set the desired timing for when the voicemail should be sent.
4. Add a Text Message (SMS):
   • Click on + Add Step again.
   • Choose SMS from the list.
   • Compose your text message, ensuring it’s concise and engaging.
   • Use placeholders like {{contact.first_name}} to personalize the message.
   • Schedule the SMS to send at your preferred time.
5. Review and Activate the Campaign:
   • Ensure all steps are in the correct order and timings are set appropriately.
   • Click Save to finalize your campaign.
   • Activate the campaign to begin sending messages to your contacts.

Additional Resources

For more detailed information, you can refer to the following resources:

• Blog Post: How to Use Voicemail Drops in Agent CRM
• Blog Post: Maximize Engagement: Scheduling Campaign Messages in Agent CRM

Watch and Learn

For a visual walkthrough, check out this tutorial:

• Video: Agent CRM Tutorial: Getting Started & Support Guide