A voicemail drop allows you to automatically leave a pre-recorded voicemail message for leads or clients without needing to make a live call. This feature is incredibly useful for quickly delivering important information to multiple recipients in a personalized way. Here’s how to set up and use a voicemail drop in Agent CRM.

Why Use Voicemail Drops?

  • Efficiency: Leave voicemails for a large number of leads or clients without making individual calls.
  • Professionalism: Send consistent and well-crafted messages to your clients or leads.
  • Time-Saving: Save time on manual dialing and improve productivity.

Step-by-Step Guide to Setting Up a Voicemail Drop

  1. Create or Edit a Campaign

    • Log in to your Agent CRM account and navigate to Automation >> Campaigns.
    • Either create a new campaign by clicking + New Campaign or edit an existing one.

  2. Add a Voicemail Drop Step

    • In the campaign builder, click + Add Step.
    • Select Voicemail Drop from the available options.

  3. Record Your Voicemail

    • You’ll need to upload a pre-recorded voicemail message. If you haven’t recorded one yet, you can use a recording tool or simply record your message on your phone and upload it to Agent CRM.
    • Make sure the voicemail is clear and concise, addressing the key points you want to convey.

  4. Set the Delivery Timing

    • Choose when you want the voicemail to be dropped—either immediately after the previous step or at a scheduled time.

  5. Select Your Contacts

    • You can target specific contacts by segmenting them based on tags, filters, or campaign details.
    • Ensure your list includes only those you want to receive the voicemail.

  6. Activate Your Campaign

    • Once everything is set, activate the campaign to start sending voicemail drops to the selected contacts.

Pro Tips for Using Voicemail Drops Effectively

  • Keep It Brief: Ensure your message is short and to the point, respecting your recipients’ time.
  • Personalize the Message: Use placeholders like {{contact.first_name}} to make the voicemail feel more personal.
  • Test First: Before sending it to all recipients, test the voicemail drop with a small group to make sure everything works smoothly.

Learn More

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