Happy Tuesday!

This week’s video covers auto drip campaigns in the Liondesk CRM. We show you exactly how you can set up and name your own auto pilot campaigns in a matter of minutes!

If you’re interested in adding the Liondesk to your Agent Elite website, reach out to us on social media or email us at [email protected]

How to Setup Auto Pilot Drip Campaigns

The first thing you are going to want to do is login to the Liondesk CRM at liondesk.com/admin/login.html

After logging in, or if you were already logged in, you will be brought to the CRM dashboard page.

Click on the Marketing link on the left hand side of the webpage to begin.

Continue onto the Auto-Pilot Drip Campaigns tab across the top of the page. Then click “Add new auto-pilot”.

Name it anything you would like. We named it Auto Pilot.

Now click on Tasks, and then New Task to Drip.

A window will pop up. In the first drop down menu, task type, select email contact.

In the template drop down menu, select Liondesk: New Lead Follow-Up.

Then select the format in which you want the message to be sent. We set it to “{{firstname}}, can I still help?

Below that you can configure a time for the message to be sent,

That’s all it takes!

Reach out to us on social media or email us at [email protected] if you have any questions.

Stay Tuned for next week!

– AE Nick

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