Let's imagine you're running an ad campaign on Facebook with a funnel. A lead fills out the form and survey on your funnel and they answer 'YES' to learning more about Life Insurance.
That's a hot lead!
Agent CRM can instantly notify you when this happens so you can connect with the lead right away.
You'll first need to create a hot transfer campaign and then create a trigger to activate it.
1) Set up the Hot Transfer Feature Campaign
- Go to Automations (left hand menu)
- Go to Campaigns (near the top)
- Create New Campaign
- Add Event >> Call
- Add a Call Whisper Message (i.e. {{contact.name}} just answered yes to learning more about life insurance. Press any button to connect with them!)
- Edit your allocated times to receive these calls
- Click Save
2) Set up the Hot Transfer Feature Trigger
- Go to Automations (left hand menu)
- Go to Triggers (near the top)
- Create New Trigger
- Under "What should trigger this rule?", select what you action you want to trigger the hot transfer (i.e. lead filled out my life insurance quote form)
- Under "What actions should we perform?", select "Add to Campaign" and choose the Hot transfer campaign you just created.
Check out the video below to see step by step instructions!
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