Getting Started Webinar Part 1 – Campaign Builder – Contact Manager Admin Setup

In this training video, we guide you through the admin setup for the Campaign Builder and the Contact Manager. This video was made from a live training webinar. The main topics we cover are listed below. By the end of this video, you should be ready to send your first campaign – which we recommend is to yourself. If, after watching this video, you have questions please reach out to us here: Contact us with questions.

Topics covered in the video below:

  • Checking your Agent Info to make sure it’s correct
  • Reviewing and Setting Up the Campaign Manager Settings – includes turning activity notice texts to your mobile phone
  • Setting up the Campaign Criteria (MLS filters) to make using the Campaign Builder more efficient
  • Editing your Default Signature email template
  • Editing your Default Header email template
  • Editing your Homeowner Campaign email template