Wes Obana Asked:
“Where do I find the appointment confirmation email in the CRM?”
The Answer
You can locate the Appointment Confirmation Email in Agent CRM by following these steps:
Step-by-Step Guide
- Go to the Marketing Tab:
- Navigate to Marketing from the left-hand menu.
- Open Campaigns:
- Click on Campaigns to access all active and default campaigns in your account.
- Find the Appointment Scheduled Campaign:
- Look for a campaign titled “Appointment Scheduled” in the list.
- Typically, this campaign is stored under a folder labeled “Default Campaigns.”
- Review or Edit the Email:
- Open the campaign to review or edit the confirmation email template.
Why This Campaign Matters
- Automated Confirmation: Ensures clients receive immediate confirmation after scheduling.
- Customizable Messaging: Allows you to personalize the email with custom values such as the appointment date and time.
- Enhanced Professionalism: Provides clear communication, reinforcing trust with your clients.
Additional Resources
For more tips on customizing and managing campaigns in Agent CRM, explore:
- Blog Post: Automate New Insurance Lead Campaigns
- Blog Post: Final Expense Business In a Box: Branning Bundles
Watch and Learn
Also, check out our YouTube channel for more resources to help you thrive, like this video:
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