Complete Quick Start Training Webinar

In this training video, we guide you through getting started with using the campaign builder. Some of the main topics we cover are listed below. By the end of the video, if you follow along and do what we teach you, you successfully send a campaign to yourself so you can see what your contacts are going to get from you. 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
  • Starting a campaign – adding a new contact to a campaign
  • Setting up search criteria for a homeowner campaign