Table of Contents

Edit a Saved Campaign

Each saved campaign is identified by a row on the Manage Campaigns page.

To edit a campaign, click Edit below the campaign status.

Screenshot of edit button to activate campaign
As you save each step, this campaign will be saved in My Saved Campaigns in an Inactive status. The campaign will not be active until you complete Section 4 and choose to Activate the campaign.

Change Your Campaign Name

Select Section 1 if you want to rename your campaign, then, click Save & Continue.

Screenshot of rename your campaign option and save and continue button

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.

Screenshot showing campaign name successfully being changed

Edit Existing Steps or Add New Steps

Edit Existing Steps

To see the existing steps, click anywhere on the row for Section 2 to expand it.

Screenshot of overall campaign steps

To edit an existing step, click the Edit or Personalize button. You’ll then be taken to the marketing design editor.

If you’ve never edited a piece, then the button will say Personalize.

Screenshot of edit and personalize options for campaign steps
Delete a Campaign Step

To remove a campaign step, click the X for that campaign step.

Screenshot of button to remove campaign step

Confirm you want to delete the step by clicking Yes, Delete Step.

Screenshot of "Yes, delete step" confirmation button
Add Additional Campaign Steps

To add additional campaign steps, click Add Step.

Screenshot of add step button in campaign

Select which type of step you would like to add.

  • Email steps
  • Activity steps
  • Direct Mail steps

Then, click Add Step.

Screenshot of add a campaign step type dropdown- email, print, and activity

Email Step

When you select Email as the step you would like to add, you will be taken to your Marketing Center. You’ll be able to view all campaign enabled designs, which will already be filtered to show only Email materials.

You can choose to add:

  • A new email design
  • A saved email design

Screenshot of email step search options- design library, saved designs, and design type

Narrow your search with the Search Options box.  This will let you filter your results by keyword or title and/or Collection.   When finished, select Search. A collection is a group of similarly themed designs.

Screenshot of campaign search options- keywords and collections
Add a New Email

When you see an email design that you want to use, click the image for the email design and you’ll be taken to the detail page for that design.

To add this step to the campaign without any edits, click Add to Campaign.

To customize the design before adding it to your campaign, click Personalize. You will be taken into the marketing design editor.

Screenshot of personalize button on campaign template

The page Macro Save a Marketing Design does not exist.

After editing and saving your design, you will be returned back to this page where you can now add your saved design to your campaign.  Click Add to Campaign.

If you would like to make further changes, click Edit.

Screenshot of campaign step add to campaign button
Add a Previously Saved Email Design

To add an email design that you have saved previously, click the My Saved Designs radio button.

You can filter the list further by:

Click Search to view the results.

Screenshot of campaig n search options- keywords with listing enabled only check box

Click the image for the design you want to add and you’ll be taken to the detail page. To make changes to this design, click Edit.

To add the design to your campaign with no changes to the design, click Add to Campaign.

Screenshot of edit button on campaign step for direct mail

Activity Step

When you add an Activity step, the activity will be added to the end of your campaign as a default. You’ll be able to identify if this activity is a:

  • Task
  • Meeting
  • Phone Call

Each activity type will trigger a reminder, which will appear on your Dashboard as well as on your To Do page.

Choose a reminder type based on whether or not you want the activity to be tied to a specific contact.

  • Task: general reminder, not tied to a particular contact
  • Meeting: reminder is tied to a specific contact
  • Phone Call: reminder is tied to a specific contact

In general, if you want to schedule a reminder for yourself to do something, choose task.  If you want to be reminded to do something with specific contacts on a campaign, choose meeting or phone call.

Screenshot of activity steps dropdown options- task, meeting, and phone call

Each activity will have:

  • Schedule: Day/date the piece is scheduled to be sent
    • Date campaign: The date of the activity
    • Interval campaign: Number of days after the prior campaign step this activity will occur
  • Subject: Give your activity a subject. Ex. “2
     Day Phone Call”
  • Notes: Provide details about the activity. This information will display on your Reminders page.

Direct Mail Step

When you select Direct Mail as the step you would like to add, you will be taken to your Marketing Center. The design library will be pre-filtered to show only campaign enabled Postcards. Postcards are the only material type you can add to a campaign for direct mail.

You can choose to add:

  • A new direct mail piece
  • A saved direct mail piece

Screenshot of campaign search options- design library, saved designs, and print/ postcards option

Before walking through how to add a direct mail piece, we’ll show you how to filter the available marketing pieces.

Filter Direct Mail Pieces

To show only pieces that pull in your active MLS listing information, mark the check box next to Listing Enabled Designs Only.

You must have your MLS Agent ID or Office MLS ID in your account for listing information to be available for these pieces.

Screenshot of campaign search option- listing enabled only and print/ postcards options

You can also search by keyword or title, or select the Collection drop down menu to filter by collection.

If you filter by collection, then you will only see pieces for that Collection. A collection is a group of similarly themed designs.

When finished, click Search.

Screenshot of campaigns search options- keywords and collections
Add a New Direct Mail Piece

Once you find the design you would like to add, click on the image and you’ll be on the detail page for that design.

To add the design to the campaign without any edits, click Add to Campaign.

To customize the design before adding it to your campaign, click Personalize. You will be taken into the marketing design editor.

Screenshot of personalize button for direct mail step

The page Macro Save a Marketing Design does not exist.

After editing and saving your design, you will be returned to the marketing design details page. To add your saved design to your campaign, click Add to Campaign.

If you would like to make further changes, click Edit.

Screenshot of edit button on direct mail step

Add a Previously Saved Direct Mail Design

To add a direct mail design that you have saved previously, click the My Saved Designs radio button.

You can filter the list further by:

Screenshot of campaign search option- listing enabled only and print/ postcards options

Click the image for the design you want to add and you’ll be taken to the detail page. To make changes to this design, click Edit.

To add the design with no changes, click Add to Campaign.

Screenshot of personalize button for direct mail step

Add or Remove Contacts

To remove a contact from a campaign:

  • If they were added via a group membership, you can only remove them from the campaign by removing them from the group.
  • If they were added individually, you can remove them individually from either the contact summary, or from the campaign you are removing them from.

Review and Activate Campaign

To activate a campaign, expand the Review and Activate section of the campaign. From here, you must check the opt-in confirmation box, then click Activate.

Pause or Delete Campaign

To pause or delete a campaign, expand the Review and Activate section of the campaign. From here, you can click Pause, or click Delete.

Screenshot of pause campaign and delete campaign buttons

How did we do?

Find a Saved Campaign

Create a Custom Campaign

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