How do I use campaign templates?
1. To use preset campaign templates inside your Agent Legend account, first log in to your account. Then select the Campaigns tab on the main navigation.
2. Click on the Add Campaign button located at the top-right side of the screen.
3. Choose a template that you would like to work with and click on the Create Campaign button at the bottom of the card.
Each template has a preset schedule and messaging format. You can customize the days, times, and messaging inside each template.
Once they are adjusted to your liking, simply make sure that the appropriate lead list has been added to the campaign and that the Campaign On tab is switched On inside the Details box at the top of the page.
Now the campaign will begin to send the scheduled follow-ups.