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You've Got Mail: How to use Agile's CRM
Staying in touch with your customers and members can be a daily struggle. In this session,we will go over how to generate emails, update customer records and using touch points when contacting your customers.
System Administration
*Sending Emails
*Merging Customers
*Importing Customers
AMS
*Touch Points
* Adding Customers
*Searching for Customers
*Editing Customer Information
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Building a Membership Program
In this session we will go over:
System Administration
* Building the Base of your Membership Program
* Adding Membership Benefits
* Creating a marketing email using the Agile CRM
* Opening Scan Batches for Membership admission.
Importing
* Memberships as Orders
Reporting
* Full Membership Extract reports
* Membership Usage reports
* Gate Control Reports.
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Independence Day
In observance of Independnce Day, our office will be closed. For Critical Support email support@agiletix.com or call (615) 360-6700 to speak with the On-Call Support Representative.
Have a wonderful holiday!
Sat, Jul 4, 2026 12:00 PM
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