A campaign is a marketing tool that allows you to schedule, in advance, marketing materials to be sent to your contacts to keep you top of mind. With our set-it-and-forget-it campaigns, you can add contacts to a campaign and know that they’ll automatically receive valuable information from you at the right time during their home buying or selling process so they call you when it’s time to buy or sell.

On this page you'll learn how to:

How do I find available campaigns?

To find available campaigns, click the Marketing menu, and select Marketing Center. Next, click Campaign Templates in the menu on the left. Here you can choose from two options:

  1. Use a pre-built campaign template
  2. Create a custom campaign

Use a Pre-Built Campaign Template

On the campaign homepage each campaign will have:

  • A description of the campaign
  • The campaign delivery schedule
  • The number of steps for email, direct mail, and activities.

(question) What is a step? Whenever your campaign triggers an email, a direct mail piece or an activity to go out, each time that happens is a “step”. 

To see what each step is, click Show Campaign Step Details.

You’ll see a list of each step in the campaign and what that step is (Email / Activity / Direct Mail). To scroll through the list, click the blue arrow at the end of the picture strip.

Finding the right pre-built campaign for you:

On the left side of your campaign page, you’ll see a Search Options box that will enable you to filter the available pre-built campaigns to find what you are looking for.

  • Delivery Schedule
    • Date Campaign: Each campaign piece will be sent out on a specific date. You can add contacts to this campaign at any time, but they will not receive any campaign materials that were sent prior to them being added to the campaign. A campaign that sends out materials on specific holidays would be an example of a date campaign. Learn more about date campaigns.
    • Interval Campaign: Campaign pieces are sent based on a specified number of days between delivery dates. When you add a new contact to the campaign, that contact will start at the beginning, receiving the first piece of the campaign and continuing through at the set intervals. Learn more about interval campaigns.
  • Collection
    • You can filter the campaign list by collection. A collection is a set of campaigns that are similar.
    • Note: You must have created at least one custom campaign to have results when you select custom collection.
  • Campaign Title
    • If you know the name of the specific campaign you are looking for, you can search for it here.
    • Note: You can only search by pre-built campaign template name.

Once you’ve decided on which campaign to use, click the Choose this Template button.

From here you’ll be able to edit your campaign, including adding your contacts, reviewing the campaign steps, and activating your campaign.

Back to top

Customize Your Campaign

Now that you’ve selected which campaign you want to use, you’ll want to review it. You’ll have the options to:

  1. Name your campaign
  2. Review and configure the steps
  3. Add or remove contacts
  4. Review and activate

To edit a part of the campaign, you can click anywhere on that row to expand the section.

(warning) Note: As you save each step, this campaign will be saved in My Saved Campaigns in an Inactive status. The campaign will not be active until you complete Section 4 and choose to Activate the campaign.

1. Name Your Campaign

Select Section 1 to give your campaign a unique name that will make it easy for you to identify your campaigns and what the purpose of each one is. After you have given your campaign a name, click Save & Continue.

Back to Edit Your Campaign

Back to top

2. Review and Configure

When you select Section 2, you’ll have the opportunity to review and edit each step of a pre-built campaign or add steps to your custom campaign.

(lightbulb) It is always a best practice to review each piece in a campaign, even if you think you might not want to edit it. By taking the time to review each piece when you first set up your campaign, you can be confident that the information that you are sending to your contacts is exactly the way you want it.

(info) Note: A step is an individual marketing email, direct mail or activity reminder that has been added to your campaign.

There are three types of campaign steps that you can use:

  1. Email steps - emails that will automatically send to your contacts
  2. Activity steps - reminders that will prompt you to take action or send a personal message
  3. Direct Mail steps - postcards that will be mailed to your contacts

At a quick glance you’ll be able to see the number of email steps, direct mail steps, and activity steps for this campaign.

To edit the existing steps or add new steps, click anywhere on the row for Section 2.

(info) If you are building a custom campaign, please see our help page on how to Add a Campaign Step for step-by-step instructions on how to complete this next section.

If you are using a pre-built campaign, you’ll be able to review each step, and edit if needed. Some campaigns will also allow you to add additional steps. Each campaign step will display:

  • Step number (ex. 1 of 8)
  • Step title
  • Step type (Email / Activity / Direct Mail )
  • Schedule

Email Steps

An Email step will also have an Email Subject line. This will be the subject of the email when the piece is sent. Learn how to personalize your emails by adding contact details to your subject lines.

Activity Steps

An Activity step will have a Subject as well as a Notes field.  This will appear as a “reminder” on your dashboard when this activity is due.

 The Subject is so that you can quickly identify what this activity is for. For example, “Phone Call".

The Notes field allows you to enter details about the activity. You can use this to include scripts, meeting topics, or any other information that you may need for this activity.

The information in the Notes field will be included when the system issues a reminder for this activity.

Direct Mail Steps

A Direct Mail step will have the Price per Contact. This is how much it costs you to mail that particular direct mail marketing piece to a single contact that is on this campaign.  

To edit an email or direct mail piece, click the Personalize button. This will take you to the marketing design editor.

(info) When you have saved your piece and returned to the campaign editor, you’ll see that the Personalize button now says Edit. Continue to the next piece you’d like to personalize.

After you have reviewed and edited each piece, click Save & Continue, found below the last step.

Back to Edit Your Campaign

Back to top

3. Add or Remove Contacts

To add contacts to your campaign, click on Add or Remove Contacts

The default view will be groups, to add an individual contact, click the contacts tab. Otherwise you can add groups to a campaign, then whenever you add a contact to a group that was added, they'll automatically be added to the campaign.

The left column defaults to show all eligible contacts.  You can filter contacts by group, name or email, and by contact status. The right column shows contacts already added.  You can add individuals or all eligible contacts.  Be sure to click Save Changes when done.

Back to Edit Your Campaign

Back to top

4. Review and Activate

If you would like contacts to automatically begin a different campaign when this one finishes, select the desired campaign from the drop-down menu. The only campaigns that will appear in the drop-down menu are ones that you have already created and saved.

Your campaign is Inactive (will not start) until you review the disclaimer and mark the check box.

If you would like Showcase Properties included on each email piece, mark that check box as well. This will pull 3 of your featured listings to include in the footer of each campaign email. Learn more.

When you mark the disclaimer check box, you’ll be able to activate the campaign immediately, by selecting the Activate Campaign button. Activating your campaign will automatically save it in My Saved Campaigns

To save the campaign to be started later, click the Save Campaign button.

Back to Edit Your Campaign

Back to top

Create a Custom Campaign

To create a custom campaign, from the campaign home page, click Create Custom Campaign. You will then be able to choose from a Date Campaign or Interval Campaign.

When you choose either delivery option, you will be taken to the campaign detail page, where you’ll be able to edit your campaign.

From here, you can add steps and customize your custom campaign. Learn how

Back to top

Duplicate an Existing Campaign

If you have an existing campaign that's working for you, you can duplicate it. When you duplicate a campaign, it will create a new campaign with the same schedule and steps, so all you have to do is add contacts.

To duplicate a campaign, click on Manage Campaigns under the Marketing menu. Next, click Duplicate next to the campaign you wish to replicate.

From here, you will need to name your duplicated campaign. Once you've named your campaign, click Save.

All of the campaign steps from the original campaign will now be automatically added to your newly duplicated campaign. Now you can customize your campaign by adding contacts, reviewing or editing campaign steps (if desired), and activating your campaign.

Additional Resources:

A date campaign is a campaign where each step is sent out on a specific date.

An interval campaign is a campaign where there are a specified number of days between each step.

A step is an email, activity, or direct mail design that is sent out as part of a campaign.

Date campaign: The date for the email step is the date the email be sent.

Interval campaign: The interval number is how many days after the prior step before the email is sent.


You will receive a reminder on your Dashboard.


Your Marketing Center

  1. Welcome to Your Marketing Center
  2. Getting Started with Your Marketing Center
  3. Design Library
  4. Printing