*How to Set up and Implement Probate Seller Campaign

If you are purchasing Probate Seller Leads from some source, you now have a probate drip campaign available to use.  If you have come into EngageMore CRM prior to November 2022, you will need to add the campaign to your library.  Simply go your drip flow tab and then click the Samples button in the upper right hand corner.  Scroll down to locate the campaign called 2-SELLER Probate 6 Mo. Campaign and click to add to your library.  

Be sure you watch the set up video tutorial below.  There are some very important set up requirements you must do within your CRM account to automate this campaign efficiently.  

IMPORTANT NOTE:  If you are purchasing leads, you do not have permission to to contact these leads yet.  Be sure you follow the instructions in the tutorial below regarding opting in your contacts once you get them imported.  If you need more instructions on importing and opting in, we have referenced those training tutorials at the bottom of this lesson.  

IMPORTANT: You will need to add some custom fields to your account. A number of these fields will automatically load up into your email templates. If you don't do this step, your emails will not send with the correct information.   Here is a screenshot of how your Probate Custom Fields need to look (all those below the line).   It doesn't matter what order you see them in the table below (they can be in any order on your screen).  What is most important is that you have the fields matching with the correct content, which needs to be set up within your Excel spreadsheet before you import your leads. Each one of the fields headings (example: Custom13) needs to have it's own column and it must match the column with what you get from your lead provider.  The video tutorial below will explain how to all of this in further detail. 

Also, within your Mail Merge profile, you will need to be sure you have the following personal profile fields added to your account:

Please watch this video tutorial that will explain what you need to do set up your account to run the campaign smoothly.