How do I use the CRM to add contacts to the Agent Studio Marketing Center?

Agent Studio website owners whose Subscription includes our CRM tool can easily save contacts to their Agent Studio Marketing Center accounts right from their website's Control Panel.

TO ADD NEW CONTACTS USING CRM TOOL:

1. Log into your Agent Studio website's Control Panel.
2. Click on the CRM TOOL tab from the left-hand side menu bar.
3. Then click on the sub-option, CREATE CONTACT
4. Create a new business contact by completing the form provided.
5. Locate the indicator button below the field labeled ADD CONTACT TO MARKETING CENTER.
6. Ensure the indicator button is marked blue/turned on.
7. Click the CREATE CONTACT button to save the business profile to your website and automatically save the contact to your Agent Studio Marketing Center account.

 TO ADD EXISTING CONTACTS USING CRM TOOL:

1. Log into your Agent Studio website's Control Panel.
2. Click on the CRM TOOL tab from the left-hand side menu bar.
3. Then click on the sub-option, ALL CONTACTS
4. Review your list of existing contacts and then click on the email address of the contact you wish to add to your Agent Studio Marketing Center account.
5. Locate the indicator button below the field labeled ADD CONTACT TO MARKETING CENTER.
6. Ensure the indicator button is marked blue/turned on.
7. Click the EDIT CONTACT button to save the contact to your Agent Studio Marketing Center account.

For more information, please visit: 

What is the Agent Studio Marketing Center?

How do I add contacts to the Agent Studio Marketing Center?

How do I create a campaign using the Agent Studio Marketing Center?