---
title: "How to Use Evolved Office and AgentDealer Integration"
url: "https://help.evolvedoffice.com/en/article/how-to-use-evolved-office-and-agentdealer-integration"
language: "en"
last_updated: "2026-05-01T18:34:38.698Z"
---

# How to Use Evolved Office and AgentDealer Integration

Welcome to the integrated power of **Evolved Office** and **AgentDealer**—your all-in-one solution for content marketing and sales enablement. This integration allows you to automate campaigns, track engagement, score leads, and create tasks or deals for your sales team—all from within AgentDealer.

## Why Use This Integration?

-   **Custom Marketing Lists**: Target the right people with the right message.
-   **Automated Drip Campaigns**: Keep your audience engaged with sequenced messaging.
-   **Real-Time Engagement Tracking**: Know who opened, clicked, and downloaded.
-   **Sales Automation**: Automatically create tasks and deals based on customer behavior.
-   **Equip Reps with Smarter Tools**: Features like the **Rep Window** give salespeople a quick view of customer engagement and the ability to send approved content with one click.

## Step 1: Set Up Your Workflow

Workflows connect your marketing to your sales team. With workflows, you can automatically trigger sales activities—like creating tasks or deals—based on how contacts interact with your email campaigns. This ensures that hot leads don't fall through the cracks and your reps are alerted to follow up while interest is high.

There are two major automation systems in Evolved Office: **Broadcast Workflow** and **Lead Scoring Workflow**.

### Broadcast Workflow Settings

These are triggered by individual email broadcast interactions, such as opens or clicks.

**1\. Access the Settings**

Go to the top menu and select **EO Workflow Settings**.

**2\. Content Setup**

-   **Include Categories**: Choose which types of emails to monitor. Most users select **All Categories**.
-   **Exclude Categories**: Typically used to filter out categories like **Holidays** where you don’t want activity creation.

**3\. Define Engagement Rules**

You can trigger actions based on two methods:

-   **Opens & Clicks**
    -   Check the box to create an activity when someone opens and clicks on a message.
    -   Example: 1 open **AND** 1 click = create a task.
-   **Points Accumulated**
    -   Instead of a one-time interaction, you can assign points (e.g., open = 1, click = 5).
    -   Example: Task is created when contact reaches 10 points.

**4\. Activity Configuration**

-   **Create a Task**, **Create a Deal**, or both.
-   Assign to the **Account Owner** (or a designated user).
-   Define follow-up timing in days (e.g., follow up within 2 days).

**5\. Save Your Settings**

Once configured, click the **Save** button at the top to apply changes.

These settings help your sales team stay responsive by automating follow-up on marketing interactions in real time.  
![](https://cdn-assets.productfruits.com/13a75291-abae-44c5-8b57-6e79cd84ccca)

### Lead Scoring: Content Engagement Workflow

This section tracks long-term engagement with specific product or service categories, enabling reps to follow up when a prospect reaches a significant interest threshold.

**1\. Set a Point Threshold**

-   Enter the number of engagement points (e.g., **50**) required to trigger an activity.
-   Points accumulate over time from interactions with content in a specific category.

**2\. Define the Activity to Create**

-   Choose whether to **Create a Task**, **Create a Deal**, or **Create Both**.
-   Assign it to the **Account Owner**.
-   Set the follow-up due date (e.g., 2 days from the activity’s creation).
-   Click **Save** to activate the Lead Scoring Workflow.Type your content here.  
    ![](https://cdn-assets.productfruits.com/52d9e67e-4645-4658-b87b-b71952b2f8af)

## Step 2: Create a Campaign

Creating a campaign in Evolved Office is quick and easy:

1.  Navigate to **EO Campaigns** in the top menu.
2.  Click **New EO Campaign**.  
    ![](https://cdn-assets.productfruits.com/46489c97-e547-42f8-8d28-503efc7cfe3f)  
     
3.  Enter a **Campaign Name**.
4.  Click **Save**.  
    ![](https://cdn-assets.productfruits.com/e1363937-53ab-4296-a437-323edbd3f54d)

## Step 3: Filter and Target Your Audience

Targeting specific contacts based on dynamic criteria helps ensure that your marketing reaches the right audience at the right time. Here's how to filter your data and add the results to a campaign:

**1\. Go to EO Filters**  
From the main menu, click **EO Filters**.

**2\. Start a New Filter Group**  
Click **Add Filter** and then click **Add Object**.  
![](https://cdn-assets.productfruits.com/025ce970-7589-4317-a841-61d59685115d)  
 

**3\. Choose the Object to Filter By**  
In the modal window, choose an object such as **Equipment** and click **Add Object**.  
![](https://cdn-assets.productfruits.com/9a591a7a-797e-47fa-bb6d-59bca74fa585)  
 

**4\. Add Field-Level Filters**  
Click **Add Filter**, then select:

-   **Field**: Lease Expiry Date
-   **Operator**: equals
-   **Date Literal**: NEXT\_N\_DAYS:180 Click **Done**.

![](https://cdn-assets.productfruits.com/a8de89fe-e46a-4afa-8bd6-667eabb7513b)  
![](https://cdn-assets.productfruits.com/cbef1545-4bdb-4465-8526-80ee49290556)  
 

**5\. Apply and Save Filter**  
Click **Apply Filters**, then **Save**. You’ll now see the matched results (e.g., all contacts with leases expiring in the next 180 days).  
![](https://cdn-assets.productfruits.com/57b42586-ac02-4dce-b927-94f2af4cad75)  
 

**6\. Select Filtered Contacts**  
Use the checkboxes or select all contacts from the result set.

**7\. Add to Campaign**  
Click **Add to EO Campaign**, select your desired campaign (e.g., “End of Lease”), and click **Add to Campaign**.

Your filtered contacts are now added to your campaign, ready to receive targeted outreach.  
  
![](https://cdn-assets.productfruits.com/f5541e26-2a87-42c1-a4ad-cf18dc83eccc)

  
![](https://cdn-assets.productfruits.com/b1ee20cd-0368-4f60-9156-d7d203a4258d)

## Step 4: Launch an Email Campaign

Use your filtered list as the **starting point** for an [email drip campaign](https://help.evolvedoffice.com/en/article/comprehensive-guide-creating-a-journey-and-multi-rep-journey-with-multi-assign-feature). Each message interaction—opens, clicks, downloads—is:

1.  **Tracked**
2.  **Scored**
3.  **Pushed to AgentDealer**

This enables your sales team to follow up on **qualified leads** in real time.

## 📊 Post-Campaign Insights

View campaign engagement in your EO dashboard

Contact-level data is synced with AgentDealer

Tasks and deals are automatically created based on lead behavior  
![](https://cdn-assets.productfruits.com/e42cb11d-1638-4aba-a026-7055adc0f853)

## The [Rep Window](https://www.youtube.com/watch?v=JNOL52XqOkg) (Contact Level)—Newest Feature

The **Rep Window** is a sales-facing view inside AgentDealer that gives reps both insight and action.

**How to open it:**  
From a Contact record, click the **Evolved Office** tab.  
![](https://cdn-assets.productfruits.com/87f66dfd-bcd7-4658-8b5e-520e13a8c5e2)

  
**Tabs in the Rep Window**

-   **Dashboard** – See where your contact has engaged the most. Filter by campaign type or time frame, and export results if needed.
-   **eSHOTs** – Ready-to-send, single-topic campaigns like *Smart Print Upgrade* or *End-of-Lease Renewal*. Perfect for timely, targeted outreach.
-   **Newsletters** – Multi-topic emails that position your company as a trusted resource. Engagement reporting highlights which articles matter most to the contact.
-   **Videos** – Send branded or personal videos to make outreach more engaging, or re-activate dormant leads with a quick 30-second message.  
    ![](https://cdn-assets.productfruits.com/f5405281-778c-41ed-8397-649dda0b0a39)  
     

.**Key Takeaway:**

-   Admins manage content.
-   Reps act fast through the Rep Window.
-   Every interaction is tracked and scored.

With Rep Window, your sales team spends less time guessing and more time closing—while your marketing stays consistent, professional, and effective.

* * *

## ✅ **Best Practices**

Use **Broadcast Workflow** for short-term campaign follow-ups (opens/clicks).

Use **Content Engagement Workflow** for long-term, category-based lead nurturing.

Regularly check the effectiveness of your thresholds and follow-up timing.

* * *

## **Frequently Asked Questions (FAQ)**

  
**Q: Can reps create their own campaigns through the AD x EO integration?** Yes. As long as reps have their own licenses, they can create and sync their own campaigns to Evolved Office. From there, an admin can create a multi-rep Journey using each rep's individual campaign list mapped to their account — eliminating the need to segment from a single main list within the Journey.

**Q: Do reps need to filter contacts to populate their campaign, or can they add contacts one by one?** Either approach works. The rep logs in, gathers a subset of their contacts using the Contact view/filter or the EO Filter tool, and adds them to a campaign they created. The campaign will appear under the rep's account, and the admin will also be able to view and access it.

**Q: What happens if a multi-rep Journey is set up but some reps don't have any contacts in their campaign yet?** Currently, the system will only generate a segmented list for reps who have contacts associated with them. If any selected rep has no associated contacts, the Journey won't be able to proceed to the next step until all reps have a list. This is something currently being explored — the goal is to allow empty segment lists to be created for reps without contacts, so that once contacts are added and matched to those reps, they will automatically populate the correct rep's list.

**Q: If a campaign is populated using the EO Filter, will new contacts who meet the filter criteria later be automatically added?** Not automatically at this time. You would need to manually re-run the EO Filter to append any new qualifying contacts. Setting up automated flows at set intervals is something that can be explored in the future.