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    Your Marketing Center

    1. Welcome to Your Marketing Center
    2. Getting Started with Your Marketing Center
    3. Design Library
    4. Campaigns
    5. Printing

     

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    Create a Custom Campaign

     

    Creating a custom campaign provides you with total control of all of the steps in a campaign. With a custom campaign, you decide what marketing design goes out with each step. You can setup a campaign that is email only, direct mail only, activity only or a mix of all three.

    On this page you’ll learn how to:

    1. Choose a custom campaign
    2. Build your campaign

    Choose a Custom Campaign

    To start a new campaign, select Marketing Center from the Marketing menu, then select Browse All from the Campaign Templates section.

    Next, click on Create Custom Campaign to see your campaign options. You can choose the delivery schedule by clicking on either Interval Campaign or Date Campaign.

    • 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 a specific holiday would be an example of a date campaign.
    • 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.

    When you choose either delivery option, you will be taken to the campaign detail page, where you’ll be able to create your campaign.

    Back to top

    Build Your Campaign

    On the campaign detail page, you’ll see the following four sections:

    1. Name your campaign (current campaign name will display)
    2. Review and Configure 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.

    (info) As you save each step, this campaign will be saved in My Saved Campaigns in an New/Paused status. The campaign will not be active until you complete Step 4 and choose to Activate the campaign.

    1. Name Your Campaign

    First, name your new campaign. It’s important to give your campaign a unique name, so that you can easily identify the purpose of the campaign. Simply expand the campaign name and enter the new name in the field. Then click Save & Continue.

    Back to Build Your Campaign

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    2. Review and Configure

    Next you can add the steps to your campaign that you want your contacts to receive. Click anywhere on the row to expand the section. To setup your campaign, we’ll show you how to:

    • Add a step
    • Reorder your campaign steps

    Add a Step

    To add a step to your campaign, expand the Review and Configure Steps section, and click the Add Step button.

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

    There are three types of campaign steps that you can add:

    1. Email: An email will be sent to your contacts on the date or interval specified.
    2. Direct Mail: A direct mail piece will be mailed to your contacts on the date or interval specified.
    3. Activity: A reminder will be sent to you, letting you know that there is some action that you should take for this campaign.

    Back to Build Your Campaign

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    Re-Order Your Campaign Steps

    As you are adding campaign steps, you can choose to re-order them, changing the order that they are sent out in.

    • To change the order of an interval campaign, you'll use a simple drag-and-drop method.
    • To change the order of a date campaign, you'll simply change the scheduled date for each campaign piece.
    Interval Campaign

    To change the campaign step order of an interval campaign, click and hold the cross arrow icon, and drag the step to where you'd like it to be.

    Back to Review and Configure

    Back to Build Your Campaign

    Back to top


    Date Campaign

    To change the campaign step order of a date campaign, click calendar icon for the piece you wan to move, and a calendar will open up. Then just select the new date.

    Back to Review and Configure

    Back to Build Your Campaign

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    3. Add Contacts

    To add contacts to your custom 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.

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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. 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.

    Back to top

    Additional Resources:

    • Using the Marketing Editor
    • Edit a Saved Campaign
    • My Account Settings

     

     What is a date campaign?

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

     What is an interval campaign?

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

     What is a campaign step?

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

     What is the maximum number of steps my campaign can have?

    100

     What is the maximum number of contacts I can put on a campaign?

    2,000

     How do I know when I have an activity to complete?

    You will receive a reminder on your Dashboard.

     Can I duplicate or copy a campaign?

    No

     Can I add contacts to a campaign after it is completed?
    • Interval campaigns: Yes. The campaign will be automatically changed to an Active status.
    • Date campaigns: No
     Can I edit a campaign step after it has been sent?
    • Interval campaigns: Yes, but you cannot change the step order
    • Date campaigns: No
     Do I have to use a previously saved design when adding a step?

    No, you can select an unsaved design template, personalize, and save it. Then you can add it to a campaign.

     

     

     

     

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