Campaigns

You can start, stop, and move, a single contact or a group of contacts from campaigns.  We recommend watching our videos on campaigns or reach out to us to set up custom triggers for you.

There are two ways to add contacts to your drip campaign.

  1. Bulk upload.  You upload your contacts here with this link and we will add them to your campaign contact list.
  2. Add a contact via the CRM.

Watch the videos on how to upload.

Each campaign is design with the right number of emails to do its job.

A prospect lead campaign will have several more emails in a shorter period of time to capture the attention and get your name top of mind while they are thinking about life insurance.  After 30 days if they have not taken action we scale back the number of emails to maintain and educate the contact and keep you top of mind.

The customer retention campaign is designed to anchor the business you wrote and encourage referrals.  The email schedule is designed to deliver the right message at the right time.  For example, after you wrote a policy the first email the client will receive is a thank you email.

All of your prospects and customers will receive the holiday message and birthday emails.  This alone is extremely powerful as less than 10% of life insurance agents do this consistently.

How to Add another Pipeline

  1. Log in to your CRM Account
  2. Go to your Settings from the tabs on the left
  3. Click on Pipeline Settings
  4. By default you are on the first pipeline, on the top right highlighted in green is “Add New Pipeline”
  5. You may enter Title for that pipeline
  6. By this time, stages are blank
  7. Manually add stages, on the far right there should be a green button that says “Add new stage”
  8. The same steps apply, add the stage name and pick a color.
  9. Continue until you are done with all the stages

How to check your pre-built campaigns

  1. Log in to your CRM Account
  2. Go to your Marketing from the tabs on the left
  3. Click on campaigns
  4. You are now viewing all of your Campaigns
  5. Click on the name of the campaign you wish to check.
  6. Scroll down to see the schedules of the email/sms/activities.
    • Note: All campaigns are scheduled by days. Example One week will be displayed as Day 7.
  7. Click on one of the scheduled email/sms/activity to check the preloaded content. On the right side are two options (EDIT/DELETE) You may choose edit if you wish to add/edit some of the messages. Or delete if you do not want that message to be sent out.
    • NOTE: All pre-built campaigns have been scanned and are ready to start.

How to start/pause campaigns

  1. Log in to your CRM Account
  2. Go to your Marketing from the tabs on the left
  3. Click on campaigns
  4. You are now viewing all of your Campaigns
  5. Click on the name of the campaign you wish to turn on or pause
  6. Before turning on the campaign, make sure to check the following
    1. The question: Continue campaign after a response? You may select Continue, Pause or Unsubscribe
    2. Phone number
    3. Timezone
  7. When you are ready go ahead and click on Start Campaign
  8. To pause your campaign simple click on Pause campaign

How to create a new campaign

  1. Log in to your CRM Account
  2. Go to your Marketing from the tabs on the left
  3. Click on campaigns
  4. From the top right, there’s a button you can click that says Create New campaign
  5. Two options will show, you can choose “Full Featured” 
  6. Now you are able add/change Campaign name
  7. Found on the middle bottom of the page are different types of content to add (e.g Email, Video email, Text, voicemail, etc). You may choose your chosen content respectively.
  8. Now it will give you the option to add your content.
    • Example Email: Add your subject line and Body of the message. 
  9. You may now select when to send the message by choosing the option below: Immediately, Later the same day, On a later day, Custom date, Greetings, Recurring
    1. Choosing a schedule – From the moment you add a contact to a campaign the schedule of messages/activities will be sent out according to how you set it up
      • Immediately – messages/activities will be sent out right after you add it
      • Later the same day – the moment you add the contacts, the messages/activities will only be sent out right after the allowance of hours/minutes you set it up with has passed. 
      • Custom Date – messages/activities will only be sent out on those specific dates
      • Greetings – messages/activities that is only set for Birthday and Anniversary
      • Recurring – messages/activities that is sent in a given number of recurring days
  10. Once done, you can choose to Send a test message first. Enter your email address and hit Send Test Message. You should be receiving that in a few seconds. NOTE: Test emails will display the personalized tags code only, and will not auto-populate information. Codes function well and should work perfectly fine when the campaign is live.
  11. When you are done, click Set Follow Up Email
  12. Do the same steps until all of your content is added and scheduled.

Customer Support

You can contact support anytime by sending us a message with your questions or help.

Contact Support Now

If you forget your password you can request a new password by clicking on “forgot password” at the log in screen.

If you would like to change your password visit your Account Page and then select Profile.  Within our account profile you can update your password.

We are sorry to see you go.  To cancel your monthly subscription send customer support a message canceling your service.  Upon canceling your service we will deactivate your account and your contacts and access will be removed.  We do not maintain a backup of your data.

Contact Support Now

To update your credit card billing click here to a secure credit card authorization form.

Note: You will need to log in to your Lead Squeezers account to view and update this form.

Update Credit Card Billing

If you are experiencing emails not be not delivered it is most likely due to the fact that you are reaching the Gmail limits.  Here are the Gmail limits. Lead Squeezers has no control over sending limits.

Free Gmail accounts.  Free Gmail account — If you use a free Gmail account, you are limited to sending a maximum of 500 emails in a 24-hour period, and a maximum of 100 addresses per email.

Paid Google Workspace account — If you use a paid Google Workspace account, you are limited to sending a maximum of 2,000 emails in a 24-hour period.

Office 365 has a limitation of being able to send to 10,000 recipients per day. A single email can be addressed to as many as 500 recipients. These limitations are set by Microsoft.

Deals & Sales Pipeline

How to Update your Pipeline

  1. Log in to your CRM Account
  2. Go to your Settings from the tabs on the left
  3. Click on Pipeline Settings
  4. By default you are on the first pipeline, from  your top left tab highted the word “pipeline”. Click on the pencil icon to edit. Now you can type the name of that pipeline (e.g Final expense, retirement, medicare)
  5. Below that are different stages. Click on the stage name (ex. New Lead) and then customize however you want that stage to be called.
  6. Make sure to choose a color you want for this stage
  7. If you wish to add more stages, on the far right there should be a green button that says “Add new stage”
  8. The same steps apply, add the stage name and pick a color.

General

To change your email signature info simply complete the Email Signature form and we’ll take care of it for you.  Change Email Signature

You have the option to use our system default email which is hosted through Twilio Sendgrid.  Or you can connect your personal email using your custom domain or Gmail, Yahoo, Outlook, etc.

The free accounts like Gmail and Yahoo have daily email sending limits that is typically around 500 emails per day.  They are also more likely to be flagged as spam.  If you are experiencing deliverability issues let us know and we can recommend solutions to improve email deliverability.

We make every effort possible to make sure your email lands in the inbox and not the spam box.

Our entire system has been developed to have the highest deliverability rate.  There are many things to take into consideration when developing an email marketing campaign.

We don’t allow our users to upload junk email list as we take careful measures to maintain a high email reputation with opt-in data only.

We are careful to not use words that are known to be spam triggers and many of our emails are most text.  Emails with images are more likely to get picked up and flagged which can land in the spam box.

Every time you upload your opt-in contact list we run the list through our system to make sure the contact emails are deliverable.  This helps us maintain a good email deliverability reputation.

All of the emails that we have professionally written have been run through a spam filter test to ensure the highest deliverability. 

Apache SpamAssassin is the #1 Open Source anti-spam platform giving system.

It uses a robust scoring framework and plug-ins to integrate a wide range of advanced heuristic and statistical analysis tests on email headers and body text including text analysis, Bayesian filtering, DNS blocklists, and collaborative filtering databases.

All of the Lead Squeezer emails are less than a 5 which is Good to send.  We strive to maintain our content between 1.5 to 3 on the scale.

We make every effort possible to make sure your email lands in the inbox and not the spam box.

Every time you upload your opt-in contact list we run the list through our system to make sure the contact emails are deliverable.  This helps us maintain a good email deliverability reputation.

Occasionally, we will send you a scrubbed file results report on a file that was recently processed.  See the sample below. The average file we receive is 92% valid emails.  This will vary depending on the lead source and the age of your data.

Here are additional details on what we scrub and flag.  We maintain a very high deliverability to continue to deliver great results for our subscribers. We’ll typically send you a report when we see anything below 90% to give you a heads up.

Results: the following are definitions of the occasional report we’ll send you when necessary.  

Valid Emails
It means that these emails are correct and you can send emails to these addresses. They are ready to accept any incoming email. Happy days!

Invalid Emails
It means that the emails you provided are not responsive. Therefore, emailing them is not recommended as it may result in a hard bounce. And we don’t want you to face that!

Domain invalid
It means that the email addresses in this category have an invalid domain; for instance, Yahoo.com Could be spelled as yahooo.com or yahio.com. So, these addresses are incorrect, and sending them an email will result in a hard bounce. Definitely not recommended!

Role-Based Accounts
In this category, the emails separate due to the nature of the email. Role-based emails link to a specific department or group of people; Such as sales, support, care, etc. So, sending emails to them is OK, but most of the time they have auto-replies. Be aware!

Disposable Emails
Disposable emails are temporary email accounts. Various websites offer emails that expire in 20 to 30 minutes. So, sending emails to these accounts will result in a bounce back. Don’t waste your time emailing them!

Spam
Spam emails link to junk mail, or their domains are greylisted. Sending emails to them is not a good idea. Do not proceed!

Catchall Emails
A catchall email is an email account that collects all the mail sent to a domain name. Any misspelled email sent to recipients at your domain will be “caught” by catchall email. Suppose an email addressed to max@mydomain.com is sent to matthew@mydomain.com; the email will end up in the catchall account and will not get bounced back. It will get delivered on the domain. Note – We do not recommend sending emails to catchall accounts, if you have been sending and communicating in the past, only then you should send emails to them.

How to update my Can-Spam Address

  1. Log in to your CRM Account
  2. Go to your Settings from the tabs on the left
  3. Click on Email Settings
  4. Choose the second tab on top “Can Spam Address”
  5. You may now update your information

Note:

This address will be appended to the end of your emails in compliance with the CAN-SPAM Act.

The CAN-SPAM Act is a U.S. law that regulates commercial email. This law requires that email messages contain a valid physical postal address or P.O. box address. You can modify the physical postal address later, but it must be a valid one where you can receive postal mail.

How to Update your Email Signature

  1. Log in to your CRM Account
  2. Go to your Settings from the tabs on the left
  3. Click on Email Settings
  4. Choose the third tab Email Signature
  5. You may now update your information

How to change my forwarding number?

  1. Log in to your CRM Account
  2. Go to your Settings from the tabs on the left
  3. Click on Phone Settings
  4. You are now viewing your Virtual Number(s)
  5. In line to your virtual number on the far right, you will see the button Edit
  6. You may now change your forwarding number

How to add voicemail

  1. Log in to your CRM Account
  2. Go to your Settings from the tabs on the left
  3. Click on Phone Settings
  4. You are now viewing your Virtual Number(s)
  5. In line to your virtual number on the far right, you will see the button Edit
  6. Look for “Do Play message/audio if call not received [For Voice Record]”
  7. This will allow you two options: 
    1. Message: It will let you type the words you wanted to say on your voicemail and it will be read by a robotic voice
    2. Audio: You can choose to record your own voicemail or Upload a pre-recorded audio file from your computer to the CRM.
  8. Click on Save when you are done.

How to add more virtual numbers

  1. Log in to your CRM Account
  2. Go to your Settings from the tabs on the left
  3. Click on Phone Settings
  4. You are now viewing your Virtual Number(s)
  5. On the top right, highlighted in green is “Buy Additional Phone Number”. Click on it
  6. A prompt will tell you an additional number is a recurring amount of $1.
  7. Enter the area code and search for phone numbers
  8. Once you have chosen the number, click on “Add number”

How to turn off Call Forwarding

  1. Log in to your CRM Account
  2. Go to your Settings from the tabs on the left
  3. Click on Phone Settings
  4. You are by default viewing your Virtual Number(s)
  5. From the tabs on top, click on “dialer”
  6. Click on the circle icon beside the “OFF” 
  7. Save the dialer Settings

How to add custom fields

  1. Log in to your CRM Account
  2. Go to your Settings from the tabs on the left
  3. Click on Custom Fields
  4. On top you’ll see different options for what type of field you want to use.
    1. +TEXT – will let you add a text field
    2. +NUMBER – will let you add a number field
    3. +PHONE – will let you add a phone number field
    4. Fields that require a number of choices, example +CHECKBOX and/or +RADIO – will let you add different dropdown options
      1. USE the format Values1|Values2|Values3 for the fields
  5. In line with the custom fields on the far right, make sure to click on ACTIVATE.

How to add tags from the Settings

  1. Log in to your CRM Account
  2. Go to your Settings from the tabs on the left
  3. Click on Tags
  4. Start adding different tags

Note: Tagging does not recognize space, you can use (-) dash to separate the words

How to update my card details

  1. Log in to your CRM Account
  2. Go to your Settings from the tabs on the left
  3. Click on General Settings
  4. From the tabs available on top, look for “CARD INFO” to update your card
  5. Enter your email address and Card details then click on “Change Card”

How to add more communication credits in my CRM

  1. Log in to your CRM Account
  2. Go to your Settings from the tabs on the left
  3. Click on General Settings
  4. From the tabs available on top, look for “RECHARGE”
  5. Recharge is an automatic way to put more credit in your CRM when a certain balance was reached.
  6. If you do not wish to use Auto Recharge, you may use Top-Up
  7. From your screen, at the top right corner you will see your current balance. Click on that
  8. Look for “Instant Top Up”
  9. Make sure you an active card in your CRM. you can now choose the amount you wish to be added in your credits

Managing Contacts

How to add Lists from the Settings

  1. Log in to your CRM Account
  2. Go to your Settings from the tabs on the left
  3. Click on Lists
  4. From the top right, click the green icon that says “Create List”
  5. You may organize your leads using these lists.

How to BULK Upload contacts

  1. All bulk upload contacts we ask you to send your files to https://leadsqueezers.com/upload-leads/.
  2. We will clean your list and scrub the emails using our Magic scrubber to make sure they are verified. Note: contacts with either an email or phone number are the ones that can only be added in the system otherwise it will not be recognized if any of the two is not available
  3. Once done, we will upload the files for you. You may let us know special instructions or Tags you want to use for those leads.
  4. Uploading of Bulk contacts typically takes about 24-48 hours. Once done you will be receiving an email from us that the upload has been processed successfully.

How to add contacts one at a time

  1. Log in to your CRM Account
  2. Go to your Contacts from the tabs on the left
  3. Found on top are different icons, look for the one that looks like a person with a plus sign, if you hover your mouse it will tell you “Add people”. Click on that icon
  4. Put the necessary information needed
    • Note: contacts with either an email or phone number are the ones that can only be added in the system otherwise it will not be recognized if any of the two is not available
  5. Once you are done, click on Add New Contact

How to add tags in your contacts from Contacts Page

  1. Log in to your CRM Account
  2. Go to your Contacts from the tabs on the left
  3. There is a box icon found on each side of every contact and at the top left. The top left box will allow you to select all contacts from that page. Selecting the box beside the contact will only select that contact.
    • Note: for multiple tagging, make sure to check how many contacts you are viewing per page. You can check it by scrolling down at the very bottom of the page, on the bottom left , the red icon will show you how many are currently being viewed. you can change how many contacts you want to view per page. (If you have 235 contacts, you can change it to 300 in order to select all contacts)
  4. Once you selected your chosen contact(s) look for the icon Tag and click that icon.
  5. You may now select what type of tag you want to add.
  6. If not found on the choices, you may enter a new one. It will show you a new option to “Create a new tag for __”. Select that option and wait for it to load. Select that newly added tag.
  7. Once done, click on add tag.

Pricing & Support

Current communication & direct mail fees.

  • Email: free
  • Cost Per Virtual Number per month: $1.00
  • Cost Per Minute For Phone Calls: $0.0200
  • Cost Per Minute Call Record: $0.0025
  • Ringless Voicemail: $0.0600
  • SMS Text: $0.0125 per message segment
  • MMS Text: $0.0300 per message segment
  • 4×6 Printed Postcard with postage: $1.04 each
  • 6×9 Printed Postcard with postage: $1.59 each
  • Printed letter w/ envelope and postage: $2.04 each
  • Greet card w/ envelope and postage: $2.84 each

Settings

  1. Log in to your CRM Account
  2. Go to your Settings from the tabs on the left
  3. Click on Email Settings
  4. You should now be on the Email Provider page. Now click on choose another email provider from the top right
  5. Choose to Connect personal mail
  6. Enter the email address. It’s recommended to use the email that you can sync your calendar with.
  7. Click on YES. This will route you to log in to your email.
  8. You may see a prompt “The app is requesting access to sensitive info” – Click on Advanced and Go to nylas.com
  9. Nylas (Our server) will be asking permission to your account. Click on continue.
  10. For some cases, there are checkboxes to click on before proceeding to “OK”.
  11. Once you are done, it will route you back to your Email Provider and should say You have connected your email to this system