CENTURY 21 Business Builder

Create a New Campaign


Why should I use Campaigns?

A campaign is a marketing tool that allows you to schedule, in advance, marketing materials to be sent to your contacts to keep you top of mind. With our set-it-and-forget-it campaigns, you can add contacts to a campaign and know that they’ll automatically receive valuable information from you at the right time during their home buying or selling process so they call you when it’s time to buy or sell.

On this page you'll learn how to:

Start Your Campaign

To find available campaigns, hover over the Marketing tab and select Create New Campaign. You will now be on the campaign home page.

On the campaign homepage each campaign will have:

  • A description of the campaign
  • The campaign delivery schedule
  • The number of steps for email, direct mail, and activities.

(question) What is a step? Whenever your campaign triggers an email, a direct mail piece or an activity to go out, each time that happens is a “step”. 

To see what each step is, click Show Campaign Step Details.

You’ll see a list of each step in the campaign and what that step is (Email / Activity / Direct Mail). To scroll through the list, click the blue arrow at the end of the picture strip.

Finding the right pre-built campaign for you:

On the left side of your campaign page, you’ll see a Search Options box that will enable you to filter the available pre-built campaigns to find what you are looking for.

  • Delivery Schedule
    • Date Campaign: Each campaign piece will be sent out on a specific date. You can add contacts to this campaign at any time, but they will not receive any campaign materials that were sent prior to them being added to the campaign. A campaign that sends out materials on specific holidays would be an example of a date campaign. Learn more about date campaigns.
    • Interval Campaign: Campaign pieces are sent based on a specified number of days between delivery dates. When you add a new contact to the campaign, that contact will start at the beginning, receiving the first piece of the campaign and continuing through at the set intervals. Learn more about interval campaigns.

  • Collection: You can filter the campaign list by collection. A collection is a set of campaigns that are similar

  • Campaign Title: If you know the name of the specific campaign you are looking for, you can search for it here.

(info) Note: You can only search by pre-built campaign template name.

Once you’ve decided on which campaign to use, click the Choose this Template button.

From here you’ll be able to edit your campaign, including adding your contacts, reviewing the campaign steps, and activating your campaign.

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Edit Your Campaign

Now that you’ve selected which campaign you want to use, you’ll want to review it. You’ll have the options to:

  1. Name your campaign
  2. Review and configure the steps
  3. Add or remove contacts
  4. Review and activate

To edit a part of the campaign, you can click anywhere on that row to expand the section.

1. Name Your Campaign

Select Section 1 to give your campaign a unique name that will make it easy for you to identify your campaigns and what the purpose of each one is. After you have given your campaign a name, click Save & Continue.

You’ll see a confirmation at the top of the screen, showing the name has been changed. You’ll also notice that the text for Section 1 now shows the new campaign name.

Back to Edit Your Campaign

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2. Review and Configure

When you select Section 2, you’ll have the opportunity to review and edit each step of your campaign.

(lightbulb) It is always a best practice to review each piece in a campaign, even if you think you might not want to edit it. By taking the time to review each piece when you first set up your campaign, you can be confident that the information that you are sending to your contacts is exactly the way you want it.

(info) Note: A step is an individual marketing email, direct mail or reminder activity that has been added to your campaign.

There are two types of campaign steps:

  1. Email steps
  2. Activity steps

At a quick glance you’ll be able to see the number of email steps and activity steps for this campaign.

To edit the existing steps or add new steps, click anywhere on the row for Section 2. You'll be able to review the details for each step and personalize if desired.

Each campaign step will display:

  • Step number (ex. 1 of 8)
  • Step title
    • For previously saved pieces, this is the name of the saved piece
  • Step type (Email / Activity)
  • Schedule
    • Date campaign: The date the piece will be sent
    • Interval campaign: The number of days between steps

(info) Note: Some campaigns will require you to edit each piece. You’ll see a warning under the Personalize button, letting you know which pieces must be edited, in order for you to use and activate this campaign.

Email Steps

An Email step will also have an Email Subject line. This will be the subject of the email when the piece is sent.

Activity Steps

An Activity step will have a Subject as well as a Notes field.  This will appear as a “reminder” on your dashboard when this activity is due.

 The Subject is so that you can quickly identify what this activity is for. For example, “1st Phone Call”.

The Notes field allows you to enter details about the activity. You can use this to include scripts, meeting topics, or any other information that you may need for this activity. The information in the Notes field will be included when the system issues a reminder for this activity.

Back to Edit Your Campaign

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3. Add or Remove Contacts

Back to Edit Your Campaign

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4. Review and Activate

If you would like contacts to automatically begin a different campaign when this one finishes, select the desired campaign from the drop-down menu. The only campaigns that will appear in the drop-down menu are ones that you have already created and saved.

Your campaign is Inactive (will not start) until you review the disclaimer and mark the check box.

If you would like Showcase Properties included on each email piece, mark that check box as well.

When you mark the disclaimer check box, you’ll be able to activate the campaign immediately, by selecting the Activate Campaign button. Activating your campaign will automatically save it in My Saved Campaigns

To save the campaign to be started later, click the Save Campaign button.

Back to Edit Your Campaign

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Additional Resources:

A date campaign is a campaign where each step is sent out on a specific date.

An interval campaign is a campaign where there are a specified number of days between each step.

A step is an email, activity, or direct mail design that is sent out as part of a campaign.

Date campaign: The date for the email step is the date the email be sent.

Interval campaign: The interval number is how many days after the prior step before the email is sent.


You will receive a reminder on your Dashboard.


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