Drive Setup

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Lead Gen Funnel Updater

Which Lead Gen Campaign to Update? *

Include "Text Keyword To" *

Yes

If "Yes", texting the following keywords to the account number will have the AI obtain the contact's name and contact information, send the email, then follow up for appointment booking.

Keyword List

annuities

social security

taxes

legacy

inflation

correction

charity

women

Calendar Setup

Calendar Booking Link *

Enter the full URL of your calendar booking link. This link will be included in post-event emails to invite people to book an appointment.

Who should leads generated by this campaign be assigned to?

Assigned User Full Name *

Assigned User Email *

Who should receive updates and notifications about this campaign?

If left blank, all notifications will go to the assigned user. Enter comma separated list if multiple users should receive updates ("[email protected], [email protected], [email protected]")

Add the email address(es) of anyone who should receive updates about this campaign.

Current Keywords and Assets

(Update All takes about 60 seconds)

Keyword	Link	Assigned To	Calendar