Note: Per the MREA and IGNITE, you should start with an 8x8
campaign because it is more frequent. Then you can add all your contacts to a
33 touch campaign to stay in front of them throughout the year.
Basic (Most commonly used for new agents)
1.
My Marketing (select the + sign)
2.
Create Marketing Materials
3.
Campaign Templates
4.
Under Campaign Title choose the campaign group
you want (e.g. Buyer, Seller, etc)
5.
Scroll to the bottom and hit Save & Continue
Intermediate
1.
My Marketing (select the + sign)
2.
Create Marketing Materials
3.
Campaign Templates
4.
Under Campaign Title choose the campaign group
you want (e.g. Buyer, Seller, etc)
a.
On the left you will see the blue 4 way arrows.
This means you can move that step up/down in the sequence based on your
preference.
b.
Under Schedule for each step, you can indicate
how many days you want the step after the previous step (Note: it must be at
least a day)
5.
You can add additional steps by selecting the Add
Step button in the top right
a.
Select the type of step you want to add (email,
Activity, or Direct mail)
b.
Select Add Step (You will be redirected to the
Design Library
c.
Choose the template design you want to add
d.
Select Add To Campaign (Note: You can also
personalize the step before adding it to the campaign)
6.
Scroll to the bottom and hit Save & Continue
Advanced
1.
My Marketing (select the + sign)
2.
Create Marketing Materials
3.
Campaign Templates
4.
Under Campaign Title choose the campaign group
you want (e.g. Buyer, Seller, etc). For advance users
you can select Create Custom Campaigns under Search options to create your own
steps from scratch.
a.
On the left you will see the blue 4 way arrows.
This means you can move that step up/down in the sequence based on your
preference.
b.
Under Schedule for each step, you can indicate
how many days you want the step after the previous step (Note: it must be at
least a day)
c.
Personalize each step.
You can add links to different websites. (Note: This takes more set up time)
5.
You can add additional steps by selecting the Add
Step button in the top right
a.
Select the type of step you want to add (email,
Activity, or Direct mail)
b.
Select Add Step (You will be redirected to the
Design Library
c.
Choose the template design you want to add
d.
Select Add To Campaign (Note: You can also
personalize the step before adding it to the campaign)
6.
Scroll to the bottom and hit Save & Continue
