Colleen Dilks Strube Asked:

“I created a calendar and funnel for my Strategic Connection Hour Fridays at 10am ET, limiting it to 25 people, which seems to be working. I now want to do a challenge twice a month with unlimited signups. What would be the best way to set up the registration process?”

The Answer:

To streamline the registration process for your recurring challenge, you can create a funnel with a form to collect signups. Automate follow-ups using triggers to ensure participants receive reminders and updates. Here’s how to set it up:

Step 1: Create a Funnel with a Form

  1. Design a New Funnel Page:
    • Log in to Agent CRM and go to the Funnels section.
    • Create a new funnel or duplicate your existing funnel.
  2. Add a Form:
    • Drag and drop a form element onto your funnel page.
    • Customize the form to include:
      • Name
      • Email Address
      • Preferred Challenge Date (use a dropdown or calendar selector).
  3. Set Up Confirmation Messaging:
    • Add a thank-you page to confirm their registration and provide follow-up instructions.

Step 2: Automate Follow-Up with Triggers

  1. Create a Trigger Based on Form Submission:
    • Navigate to Automation > Triggers in Agent CRM.
    • Set the condition: Form submission.
    • Set the action: Add the contact to a campaign or send a confirmation email.
  2. Include Reminder Messages:
    • Schedule reminder emails or texts leading up to the event dates.

Step 3: Monitor Registrations

  • Use the Submissions tab in Funnels to track signups.
  • Export the list of registrants if needed for additional tracking.

Additional Resources

Watch and Learn

For a step-by-step video tutorial on using funnels and forms in Agent CRM:

  • Video: From Lead to Lifelong Client: Branning Bundles 101

Campaign, Triggers

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