Reviewing and Editing Insurance Campaigns скачать в хорошем качестве

Reviewing and Editing Insurance Campaigns

Email and text campaigns may be the highest-leverage tool in Agent CRM. They help you scale follow-up, improve show rates, increase conversion, and maintain consistent communication—without manually sending every message. In this training, we zoom out to show how campaigns live inside Automation → Workflows, how the Branding Bundle folders map the full lead journey, and how to review (and optionally personalize) the SMS + email templates that are already prebuilt in your account. You’ll also learn how to add simple personal touches—like attaching a selfie to your first text—plus how to edit email templates, confirm subject lines, and avoid common mistakes (like forgetting to hit save or accidentally triggering messages with tags). ⏱️ Timestamps 0:00 – Why email + text campaigns are high-impact for scaling 0:53 – Branding Bundle folders = the full lead journey 1:48 – Example walkthrough: New Lead Campaign 2:05 – Review SMS content (custom fields + assigned user) 2:52 – Best practice: personalize the first text (add a selfie) 3:22 – Save changes (always hit save) 4:22 – Reconnecting templates (if the visual editor isn’t loading) 4:29 – Edit the email design (pencil icon) 4:45 – Customizer impact: logo + colors should already be filled in 4:59 – Add elements (photo/video) if you want 8:11 – Important warning: published workflows can trigger immediately 8:54 – Cross-sell workflows (separate training recommended) 9:29 – Carrier fees: why they’re worth it when results improve 10:08 – Final reminder: review, personalize, save, and deploy confidently ✅ What You’ll Learn Where campaigns live and how Branding Bundles organize the full journey How to open a workflow and review each SMS + email step-by-step How custom fields auto-fill personalization (name, assigned user, etc.) How to add a selfie or personal touch to increase response and trust How to edit an email template (design + content) and save correctly What to watch for so you don’t accidentally trigger texts/emails early Why carrier fees exist—and how to frame them as a growth expense, not a “surprise cost” 📌 Recommended Best Practices ✅ Review everything first (know what’s being sent on your behalf) ✅ Personalize only where it matters most (first contact message, subject lines, key CTAs) ✅ Always hit Save (inside the step and inside the editor) ✅ Be careful with tags (some tags can trigger live workflows immediately) ✅ Treat texting/email as ROI tools (small carrier costs can produce major lift in show rate + conversion) If you want help customizing tone, improving show rate, or adjusting the sequences for your business model, bring questions into a coaching session or use Quick Fix / Pro support depending on your plan. -------------------------------------------------------- 📢 Resources & Next Steps: 🔗 Start Your 2-Week Free Trial: http://www.agent-crm.com/?fpr=youtube 🛠 Get Pro Help https://www.agent-crm.com/pro -------------------------------------------------------- 👥 Join the Agent CRM Community on Facebook:   / agentcrmcommunity   -------------------------------------------------------- 👍 Don’t forget to like, subscribe, and hit the bell for more automation tips, tutorials, and live trainings from Agent CRM! #AgentCRM #InsuranceMarketing #Automation #AI #LeadGeneration #InsuranceAgents #CRM