How to use automated emails and sms in your CRM

This is the highest converting tool for agents when it comes to engaging leads and or engaging your database.

Most agents have a database but are not good about engagement or re-engagement with the database. This is why databases go stale.

We give you the right message and the right call to action designed to be used directly within your personal CRM.

From your dashboard:

Click on Email marketing / Engagement
Select your CRM
Select the action link, email template and or text template
Copy and paste into your CRM

Engagement links -

These are custom links built for your CRM that connect your iList automation to your contact. If you have great emails in your CRM, simply add these links to create an automated call to action that will take a user directly to their values, offers and options.

Emails

These emails are custom built for your CRM. They are pre-built with the merge fields and well as your custom iList link allowing you to simply copy and paste into your CRM. Within your CRM you can use them within campaigns to engage your database or leads.

SMS

These messages are custom built for your CRM. They are designed to follow the Emails as a call to action for the user to look at the emails. We call these "Bump Text" and they are powerful when combined with the emails.

Updated on: 05/09/2024