Sending Targeted Campaigns — Transcript

Full transcript

1. 0:00In this video, we're going to cover one
2. 0:01of the most powerful features of Agent
3. 0:04CRM, which is the campaigns or
4. 0:07workflows. We're going to cover how you
5. 0:09can blast a large list or a segment of
6. 0:12your list with emails and texts that
7. 0:15correspond with a specific type of
8. 0:17campaign, for example, a new lead
9. 0:20campaign.
10. 0:22We want to be able to send these
11. 0:23messages on autopilot, almost like
12. 0:26casting a net. We're throwing that net
13. 0:29out there and seeing what we can scoop
14. 0:31up. Yes, we still want to make outbound
15. 0:33phone calls. Set aside that time for
16. 0:36those dialing sessions.
17. 0:38Those who call leads will get the best
18. 0:40results. Don't forget that. But we also
19. 0:44want to take advantage of tools like
20. 0:46this so that we can cast a larger net
21. 0:49and maybe scoop up some opportunities,
22. 0:52whether it's new leads, referrals, or
23. 0:54more that we don't know we have in our
24. 0:57list. The amount of time that we can
25. 0:59save and more. So, let's go in here to
26. 1:01an actual example of a new lead campaign
27. 1:04and then we'll zoom a little bit further
28. 1:05back and then we'll actually go into
29. 1:08launching together inside of a workflow.
30. 1:11So, let's go back for a second to show
31. 1:13where I'm looking. On the left hand
32. 1:15side, you're going to see automations.
33. 1:19Automations and workflows. Same thing.
34. 1:22They're synonymous. Inside of your
35. 1:24branding bundle, you'll have a whole
36. 1:26bunch of different folders.
37. 1:29You can see for Medicare, lead
38. 1:30generation, new lead. Some of these are
39. 1:33just administrative like appointment
40. 1:35scheduled. It's just what happens when
41. 1:38someone books a call. Appointment
42. 1:40completed. You get the idea. But other
43. 1:42ones like new lead, maybe there's some
44. 1:46spec specific ones per u vertical. Maybe
45. 1:50Medicare, they have some unique ones
46. 1:52like T65 and a OEP.
47. 1:56These are campaigns, lead nurture, where
48. 1:58you can target a segment, maybe aged
49. 2:00leads, maybe even clients, and you can
50. 2:02send a mass campaign.
51. 2:06So, take some time and and you've likely
52. 2:08already reviewed the messaging for many
53. 2:10of these, but what we're going to go
54. 2:11into as an example is referral request.
55. 2:17We can go inside and and notice the
56. 2:18numbering and coloring. Again, each one
57. 2:20is organized so that you can find your
58. 2:23way around.
59. 2:24Workflows or automations, campaigns,
60. 2:27they have to be triggered by something.
61. 2:30And we're going to use this trigger in
62. 2:33launching a targeted campaign. Notice
63. 2:36that there's multiple triggers. You can
64. 2:38use that disposition dropdown that
65. 2:40you've seen in other trainings.
66. 2:42Sometimes they get triggered
67. 2:43automatically if they're working through
68. 2:46the system elsewhere. But if we want to
69. 2:48have some quick wins, what we can do is
70. 2:51just learn and recognize the tags.
71. 2:54If the tag is added, it will set off a
72. 2:58chain of events.
73. 3:01trigger added. We can move to the stage,
74. 3:04update the the disposition as well.
75. 3:08Spanish check and all that. We're going
76. 3:10to send an email. We're going to send a
77. 3:12text message. We're going to wait 6
78. 3:14months. We're going to send another
79. 3:15email. We're going to send another text
80. 3:17message.
81. 3:20So, let's go back together and we'll
82. 3:22show one more example.
83. 3:24The new lead campaign. Maybe you've just
84. 3:27purchased some leads and you want to
85. 3:29make sure that these leads get
86. 3:32communication.
87. 3:33So, we go into the workflow. We're going
88. 3:35to look at the 2.0 new lead campaign.
89. 3:39And notice again that there is a trigger
90. 3:42and it's a tag. Adding the tag sets off
91. 3:45all of these actions. Some of these
92. 3:48actions are administrative. And then
93. 3:49there's the messages themselves. Text
94. 3:52email wait. Text email wait. Imagine
95. 3:56dozens of your contacts just getting
96. 3:58nurtured and taken care of, giving them
97. 4:01a call to action without you having to
98. 4:03manually follow up with as many people.
99. 4:06You're casting your net. So to launch
100. 4:10these campaigns themselves, we're going
101. 4:11to go into the contact view.
102. 4:15Now, it's important that we're
103. 4:17understanding who are we sending to. Do
104. 4:20we have a clean list? Do we have an
105. 4:22organized list? Do you know who are your
106. 4:25clients and leads? The smart list
107. 4:27training will cover more of that in
108. 4:29detail, but in this example, I've
109. 4:31already done that setup. I know that
110. 4:35I've got a client list. So, I'm going to
111. 4:37look at that list right now and I've
112. 4:40only got in total I've got eight
113. 4:42contacts, but I'm trying to get some
114. 4:45quick wins. So, what I'm going to do is
115. 4:49I'm going to add the tag. Remember the
116. 4:52tag triggers the automation.
117. 4:56So adding the tag, we're going to add an
118. 4:58action name. And this is simply for
119. 5:02it's simply for administrative purposes.
120. 5:06So we're just going to send referral
121. 5:10requests.
122. 5:12And then we can type in or select the
123. 5:15actual tag. Most of these are named
124. 5:18fairly straightforward. Maybe you
125. 5:20remember the numbers. You're going to
126. 5:21start to learn and recognize those
127. 5:23colors and numbers. Or maybe you simply
128. 5:26type in refer.
129. 5:29Oh, at the top refer.
130. 5:33And there we go. Referral request.
131. 5:37So, we did, I believe, a Medicare
132. 5:40referral request. So, we're just going
133. 5:42to select that one.
134. 5:45And we've already chosen all contacts.
135. 5:47Notice how they're blue check box. You
136. 5:50can check or select or add all. We're
137. 5:53going to add the tag to all of these
138. 5:55contacts.
139. 5:58You can check the progress. I usually
140. 6:00just hit submit and dismiss. And then
141. 6:03we're going to notice any second now
142. 6:06just to to validate that we've done
143. 6:08this.
144. 6:10You should see last activity start or if
145. 6:12you hit reset.
146. 6:18Let's go into an actual example here
147. 6:19together.
148. 6:30All right. Notice the tag has been
149. 6:31applied. It's behind me here. So, that
150. 6:33means it's working. And then this is a
151. 6:36test account. So, I hope that I set it
152. 6:38up well enough to show off.
153. 6:41But all of a sudden, you're going to
154. 6:42start to see last activity right now.
155. 6:45There you go. This one right now is
156. 6:46starting to fire off. Last activity and
157. 6:49we can see that it's working. Hi Tammy,
158. 6:52hope you're happy with your Medicare
159. 6:53plan. If you know anyone else who could
160. 6:55use my help, I'd love a referral. And
161. 6:57then an email will come shortly after as
162. 7:01well. A great way to test this before
163. 7:03you proceed with a larger list is simply
164. 7:06adding this tag to your own contact.
165. 7:09Create your own contact with your email
166. 7:10and your phone number. Try it out on
167. 7:12yourself. see how you experience and
168. 7:15receive that text message and email.
169. 7:18Make sure it's working and then proceed
170. 7:20to do what I just did with a larger list
171. 7:24as well.
172. 7:26Now, one asterisk or note about this is
173. 7:28that you may want to do what's called a
174. 7:33drip,
175. 7:36especially if you are a a newer user.
176. 7:43You don't want to send everything at
177. 7:46once
178. 7:47because what can happen is you can blow
179. 7:50your reputation for A2P. You can get
180. 7:52your phone number shut down temporarily.
181. 7:54Other sorts of issues like the ramp up
182. 7:57period when you're new user, you can't
183. 7:59send a thousand text messages all at
184. 8:01once. You got to work up the reputation.
185. 8:04If that's the case, if you're just
186. 8:06triing or getting used to it, one other
187. 8:09way to do this would be to send in
188. 8:12instead of the tag, you can also trigger
189. 8:15the automation and this drip mode here.
190. 8:18We're just going to try this one more
191. 8:19time.
192. 8:21Automation type workflow uh refer
193. 8:26referral request Medicare. We can do it
194. 8:28this way as well. If we're using the add
195. 8:31to automation, then this gives us a
196. 8:33little bit more control um send in a
197. 8:36drip mode. And this,
198. 8:38you know, not just for protecting A2P.
199. 8:40You don't want to ruin your phone
200. 8:42reputation or you're warming up your
201. 8:45sending. Maybe you just can't handle
202. 8:48that much demand. You're blasting a list
203. 8:50of warm leads and and you're getting too
204. 8:51many booked appointments. So, you want
205. 8:53to drip it in a a batch, you know, 50
206. 8:57repeat after every day. So there's ways
207. 8:59that you can use and trigger the system,
208. 9:01but both with adding the tags or just
209. 9:04forcing them into the automation through
210. 9:06that trigger automation is a great way
211. 9:09to initiate. Again, this is one of the
212. 9:12most powerful tools of agent CRM because
213. 9:14of your ability to multiply your impact,
214. 9:17send more messages to a larger and
215. 9:20segmented list as well. So check out
216. 9:22some of the automations, learn what the
217. 9:24triggers are, set up those smart lists,
218. 9:27and start sending some of those quick
219. 9:29win campaigns so that you can optimize
220. 9:31your lead flow and make the most of the
221. 9:33contacts in your system.