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

In this training video, we guide you through the admin setup for the Campaign Builder and the Contact Manager. Some of 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 information to make sure it’s correct
  • Editing your default signature
  • Editing Market Update – Homeowner/Past Client template
  • Setting up your Campaign Criteria to make using the Campaign Builder more efficient