How can I personalize followups using information from lead profile?
Leads inside your Agent Legend account each have an individual profile where you can find information, such as contact information, follow-up history, and important dates like birthdays and anniversaries. You can even store property interest data here.
You can use this information to personalize follow-up messaging in a few ways. You can schedule birthday and anniversary messages to be sent to leads on the appropriate dates. You can also send follow-ups regarding certain properties or areas of interest for each lead.
Most importantly, you should always personalize every follow-up by inserting a lead's name. There are ways to do this automatically when you set up or edit a follow-up campaign.