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

For new real estate agent customers, 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
  • Reviewing and setting up the Search Criteria (MLS filters) for your website visitors to use

To learn how to edit Homeowner Campaign and Buyer Search Campaign templates, click here