InsuredMine CRM | Optimize and Grow Your Insurance Agency

Lead Source- Email And Phone Tags

In this article, you will learn:

Lead Source tags have been introduced that can be used while creating any template. These tags can be used while creating a single contact drip, email campaign, bulk text, pipeline automation, and workflow automation. Add the tags to insert the particular Lead source, Lead Source Email, and Lead Source phone number while sending an automated email or text.  

  • Lead Source- {{Lead Source}}
  • Lead Source Email- {{Lead Source Email}}
  • Lead Source Phone- {{Lead Source Phone}}

wdscvV

Lead Source tags in Templates

 

Lead Source tags in Pipeline Automation

 

Lead Source tags in Single Contact Drip

 

Lead Source tags in Email Campaign

Lead Source tags in Bulk Text

Lead Source tags in Workflow Automation

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION

Search
Generic filters

Most Search: Ams360Release Notes