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.

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📢 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
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