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
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