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

  1. Go to the Marketing Tab:
    • Navigate to Marketing from the left-hand menu.
  2. Open Campaigns:
    • Click on Campaigns to access all active and default campaigns in your account.
  3. 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.”
  4. 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:


Watch and Learn

Also, check out our YouTube channel for more resources to help you thrive, like this video: