Use Scheduler to Automate Lead Follow-Ups
With the Great AEP integration, you can instantly enroll new website leads into a Great AEP campaign. No more missed follow-ups or leads slipping between the cracks!
IN THIS ARTICLE
Send Leads from Any Form to a Great AEP Campaign
First, navigate to the Contact Forms tab within the website section of the AgentMethods platform.
A list of all your form templates will appear. Select the form you'd like to forward to Great AEP, then, click the Modify Form icon.
Once you're on this page, click on the Form Settings tab.
Scroll down to the Great AEP Integration dropdown menu.
A dropdown menu will appear with all your eligible Great AEP campaigns. Choose the campaign you'd like to forward leads to.
A pop-up window will appear. Map the fields from your current form onto the Great AEP required fields. When you've finished, click the blue Save and Continue button.
When you've finished, click the green Save Contact Form button to save your changes. 
Now, any submissions to that form will be sent to the corresponding campaign in Great AEP.
Tip! We recommend creating a Great AEP campaign to automatically respond to any new website lead. This way, you'll never worry about missing a lead or responses "falling through the cracks".