IUL.org CRM Set Up List
Step 1. Log in at app.iul.org
Step 2. Click on this blue robot icon on the bottom right (may take a little to show up, if it doesn’t load in ~24 hours, reach out to support@iul.org)
Step 3. Just go line by line with the support agent. Should be ~30-40 mins of mostly copy and paste.
The Checklist:
1. Create Calendar & Set Calendar Reminders
2. Buy Phone Number & A2P Register Phone Number
3. Add Trigger to Automation: 1. New Lead Text to Schedule (AI)Update each part of SMS & Email & Conversation AI everywhere it says “PLACEHOLDER” to whatever you’re promoting ie. “Retirement Help” or “Income Opportunity.” Update Conversation AI & SMS & Email everywhere it says “CALENDAR” with the calendar link you made.
4. Add Calendar trigger to Automation: 2. Scheduled Appt. Update Conversation AI to be turned off when booked.
5. Learn how to add a contact tag to update automation “3. Showed Up To Appointment”
6. Add Trigger to Automation: 4. Did NOT Show To Appointment (AI Reschedule.) Update each part of SMS & Email & Conversation AI everywhere it says “PLACEHOLDER” to whatever you’re promoting ie. “Retirement Help” or “Income Opportunity.” Update Conversation AI & SMS & Email everywhere it says “CALENDAR” with the calendar link you made.
7. Add Trigger to Automation: 5. Presented to but NO Sale (AI Follow Up.) Update each part of SMS & Email & Conversation AI everywhere it says “PLACEHOLDER” to whatever you’re promoting ie. “Retirement Help” or “Income Opportunity.” Update Conversation AI & SMS & Email everywhere it says “CALENDAR” with the calendar link you made.
8. Add Trigger to Automation: 6. Sale Made. If needed use a webhook to your cart to automatically trigger this.
9. Make all Automations ‘Published’
10. Set Up Missed-Call Text-Back
11. (Optional) Set Up Your Website. Check the Pages you want & Connect your domain (you can get one through the CRM)
12. If there’s anything you wish was on the list to do that we didn’t list, please, please let us know!