In this lesson you will learn how to automatically assign Facebook leads to a SMS and/or email campaign inside AgentLocator CRM.
Things to consider:
- Under the Profile section, User Preferences, remember to turn off the existing campaign… failing to do this will result in your leads being assigned to two campaigns at once!
- When you’re finished, you should have 2 campaigns set up… one for the website leads, and one for the Facebook Leads
- Once you’ve created a campaign, test your Facebook form again (remember to use an alternate email address) to ensure that the incoming lead is automatically assigned to your campaign