Help! I used to use the Follow-Up Wizard for Tasks & Emails. What should I do?

While the Follow-up Wizard is no longer available, the functionality it offered is still available through Campaigns and Quick Texts.

Activity Campaigns offer the same features as the Follow Up Wizard but allow for more customization and automation. You can add or edit follow-up steps to make it your own, and you can automate your lead follow-up by associating groups with your campaigns.

Quick texts allow you to save email scripts for quick use when you’re sending follow-up emails.

In this article you will learn:

Use our pre-built Action Plan Campaigns 

The very same ‘Action Plans’ that were in the Follow-Up Wizard are now available in the Campaign Library of the Marketing Center.

To find them, click the Marketing tab in the top navigation of the CRM. Select Marketing Center from the dropdown. In the Campaign Templates section of the Marketing Center, click Browse All.

Once you are in the Campaign Library, type “Action Plan” in the Campaign Title search field and click Search. This will display all the action plan campaigns we’ve built for you to use! 

Find the action plan that works for you and click ‘Choose this Template’.

You can then edit or add to the steps to make it your own or skip to step 3 and add multiple contacts or groups to your new campaign. (You can always add new contacts to it in the future as you get new leads.) Then, review and activate and you’ll be good to go!

Another option is to create a custom campaign from scratch.

Create Custom Campaigns with Tasks

If you haven’t already, you’ll want to start by following the instructions here which will walk you through the first steps in setting up a new campaign with tasks. In many cases, you’ll want to choose ‘Interval Campaign’ during these first steps if this campaign will be used for new leads.

Once you get through the first set of instructions, start building your campaign.

In Step 2 here, Review and Configure, you can add steps. This is where you will configure and add each individual task to complete in this campaign. These steps are detailed for you below.

You will configure and add each individual task that you would like to complete in this campaign. These steps are detailed for you below:

  1. Click ‘Add Step’ button

2. Select ‘To-Do’ from the drop-down menu & click ‘Add Step’

    1. From the drop-down menu, select Meeting, Phone call, or Task

    2. Under Schedule, enter the number of days after the contact is added to this campaign that you would like this step to trigger

    3. Next, under Notes, enter the specific task that you’d like yourself to complete such as call new lead, send matching listings, set up time to view homes, etc.

    4. Repeat adding steps until you’ve completed adding all necessary steps to your campaign

PRO TIP: While you can certainly set up a campaign that only uses tasks, you can also intermix tasks, automated emails, & even direct mail (snail-mail) into one powerful campaign. Feel free to add steps with automated emails or direct mail while you’re adding tasks!

Once you’ve completed adding all the steps you need, you are ready to add contacts to this campaign.

3. In section 3, ‘Add or Remove Contacts’, Click ‘View/Manage’ so you can add contacts one-at-a-time or add groups to this campaign.

 4. Search for each contact by name to add them to the campaign or click ‘Groups’ at the top and add Groups then select ‘Save Changes’.

5. Next, go to section 4 to ‘Review and Activate’. Your first option is to choose to add your contacts to another campaign once this campaign is completed or add them to none. Then, make sure to read and check off the first checkbox about not adding contacts who have not-opted in to receive emails, the campaign will not activate without this being selected.
Then at the bottom, click ‘Activate Campaign’.

 6. As you have new leads/contacts that need to be added to this campaign, simply edit the campaign and add the new contacts as necessary. Adding new contacts will not restart the campaign for the contacts already on it. Make sure you Review and Activate the campaign after each time you add new contacts.

Create Quick Text Emails

Are you in the habit of sending the same or similar emails often? Create a Quick Text in your Market Leader CRM to accelerate the sending of these emails.

1. Login to your CRM

2. Click ‘Account’ in the top menu

3. Click ‘Email Settings’

4. In the left menu, select ‘Email Quick Text’

5. Click the blue ‘Create New’ button to create a new Quick Text

PRO TIP: Check out these great email templates to get you started!

Sending Quick Text Emails

Now that your Quick Text emails have been created you can use them to communicate with your contacts.

1. Login to your CRM

2. In the top left, search for the name of the contact you would like to send a Quick Text to

3. Under the ‘Action Center’ for this contact, click their email address

4. This will open a dialogue box to type up a new email -OR- you may select a Quick Text from the drop down option: