InsuredMine CRM | Optimize and Grow Your Insurance Agency

Lead Source- Email And Phone Tags

Lead Source tags have been introduced that can be used while creating any template. These tags can be used while creating a single contact drip, email campaign, bulk text, pipeline automation, and workflow automation. Add the tags to insert the particular Lead source, Lead Source Email, and Lead Source phone number while sending an automated email or text.  

  • Lead Source- {{Lead Source}}
  • Lead Source Email- {{Lead Source Email}}
  • Lead Source Phone- {{Lead Source Phone}}


Lead Source tags in Templates


Lead Source tags in Pipeline Automation


Lead Source tags in Single Contact Drip


Lead Source tags in Email Campaign

Lead Source tags in Bulk Text

Lead Source tags in Workflow Automation

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