Table of Contents
Customize Your Campaign
Updated by Nicole Huntley
To edit a part of the campaign, you can click anywhere on that row to expand the section.
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.
Review and Configure
When you select Section 2, you’ll have the opportunity to review and edit each step of a pre-built campaign or add steps to your custom campaign.
There are three types of campaign steps that you can use:
- Email steps - emails that will automatically send to your contacts
- Activity steps - reminders that will prompt you to take action or send a personal message
- Direct Mail steps - postcards that will be mailed to your contacts
At a quick glance you’ll be able to see the number of email steps, direct mail steps, and activity steps for this campaign.
To edit the existing steps or add new steps, click anywhere on the row for Section 2.
If you are using a pre-built campaign, you’ll be able to review each step, and edit if needed. Some campaigns will also allow you to add additional steps. Each campaign step will display:
- Step number (ex. 1 of 8)
- Step title
- Step type (Email / Activity / Direct Mail )
An Email step will also have an Email Subject line. This will be the subject of the email when the piece is sent. Learn how to personalize your emails by adding contact details to your subject lines.
An Activity step will have a Subject as well as a Notes field. This will appear as a “To Do” on your dashboard when this activity is due.
The Subject is so that you can quickly identify what this activity is for. For example, “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.
Direct Mail Steps
A Direct Mail step will have the Price per Contact. This is how much it costs you to mail that particular direct mail marketing piece to a single contact that is on this campaign.
To edit an email or direct mail piece, click the Personalize button. This will take you to the marketing design editor.
After you have reviewed and edited each piece, click Save & Continue, found below the last step.
Add or Remove Contacts
To add contacts to your campaign, click on Add or Remove Contacts.
The default view will be groups, to add an individual contact, click the contacts tab. Otherwise you can add groups to a campaign, then whenever you add a contact to a group that was added, they'll automatically be added to the campaign.
The left column defaults to show all eligible contacts. You can filter contacts by group, name or email, and by contact status. The right column shows contacts already added. You can add individuals or all eligible contacts. Be sure to click Save Changes when done.
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. This will pull 3 of your featured listings to include in the footer of each campaign email. Learn more.
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.