Original Question:

Samuel Fuenzalida asked us:
“Hello, starting a new list of clients in my Agent CRM. What’s the most effective way to add new clients so I could text and email the lists on a regular basis? Also want to add birthday triggers. Thanks!”

Answer:

The most efficient way to manage and communicate with your client list in Agent CRM is by using tags and Smart Lists. This allows for easy filtering, bulk messaging, and automation, helping you stay organized and engage with your clients effectively.

Step 1: Import and Tag Your Clients

  1. Go to Contacts → Contacts/Smart Lists

    • Click Import Contacts and upload your CSV file.

  2. Tag Clients During Import

    • After mapping your fields, add relevant tags before finalizing the import.
    • Example:
      • List Name: “Appointments”
      • Category: “New Clients”
    • These tags will help you filter and segment your list later.

  3. Manually Add Tags (If Needed)

    • If you didn’t tag contacts during import, you can add tags manually:
      • Select a contact → Scroll down → Add tag → Click Save.

Step 2: Filter and Add Clients to a Campaign

  1. Filter Contacts by Tag

    • Go to Contacts and use the filter option to search by tag (e.g., “Appointments” or “New Clients”).

  2. Select Contacts for Bulk Messaging

    • Once the list appears, select all contacts (up to 200 at a time).

  3. Send a Bulk Email or Text

    • Click “Proceed” and send a bulk email or text using pre-made templates or a new message.

  4. Add Clients to a Campaign

    • Instead of sending a one-time message, click the robot icon (“Add to Campaign”).
    • Choose the email or SMS campaign you’ve designed.
    • Select the sending schedule (immediately or at a later time).

Step 3: Create a Smart List for Easy Access

  1. Filter Contacts by Tag

    • Use the same filter from Step 2 to generate a list of specific clients.

  2. Save the Filter as a Smart List

    • Click the “+” (plus) button next to Smart Lists.
    • Name the list (e.g., “New Clients”).
    • Click Save—your Smart List will now appear at the top for easy access.

Step 4: Set Up Birthday Triggers

  1. Go to Automations → Triggers
  2. Create a New Trigger
    • Choose “Birthday” as the trigger event.
    • Set the action to “Send Email” or “Send SMS”.
  3. Personalize the Message
    • Use merge fields like {{contact.first_name}} to make it feel personal.
  4. Save and Activate the Trigger
    • Agent CRM will now automatically send birthday greetings every year.

Why This Strategy Works

✅ Efficient Contact Management – Tags and Smart Lists allow quick access to targeted client groups.
✅ Automated Messaging – The “Add to Campaign” feature streamlines bulk emails and texts.
✅ Personalized Engagement – Birthday triggers keep clients engaged and build relationships.

By following these steps, you can effectively manage, communicate, and engage with your client list inside Agent CRM.

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📌 Watch this step-by-step video tutorial:

👉 How to Organize & Message Your Client List in Agent CRM

More Resources

To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:

Watch and Learn

For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:

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