Email Campaigns Overview
AGENTVIEW’s email
campaign tool is a valuable asset for real estate agents, as it allows agents
to efficiently reach and engage with potential clients and existing leads
through personalized email campaigns. This tool enables agents to automate the
sending of property listings, market updates, and newsletters, saving time and
ensuring consistent communication. Agents can assess the effectiveness of their
email campaigns, helping them refine their strategies and nurture leads,
ultimately increasing their chances of closing successful real estate
transactions.
Email campaigns can be setup and created in different ways. To
begin the process of creating an email campaign, you must first create an email
template or download a template campaign from the campaign library. To download
a template campaign, click on the following:
Click on the “Email Template” option from the “Email Options”
drop down menu.
From here you have the option to select an email campaign
template to download and edit.
** Email template campaigns can be downloaded and customized
to fit your strategies and audience.
The 2nd option to create a campaign is to manually create email templates and save them for your use. This option allows you to fully customize email to directly fit your nurturing strategy.
To create a custom email template, click on “New Email”. This
option will open the “New Email Template Builder”. The builder will allow you
to create and save the templates for use in your email campaign.
The Saved Template Emails option is where you will find all
your download campaign emails from the
campaign library and your custom campaign emails.
Building your campaign
AGENTVIEW has made it simple to build and save email
campaigns. To Build your email campaign, you will use the “Campaign Builder”
form located on the left side of the screen. To create a new campaign perform
the following:
-
Campaign Name: Here you will enter the name you
wish to call your campaign. We recommend that you be strategic when naming your
campaigns as you can individually assign contacts to your campaigns with separate
start dates.
-
Select Campaign Interval: You can select the campaign
in interval from the following options.
o
Once a week (Up to 6 weeks)
o
Twice a week (Up to 12 weeks)
o
Once a month (Up to 6 months)
o
Twice a month (Up to 12 months)
-
Select 1st Email: Here you can assign
your first email from the drop-down menu.
-
Select 2nd Email: Here you can assign
your second email from the drop-down menu.
-
Select 3rd Email: Here you can assign
your third email from the drop-down menu.
-
Select 4th Email: Here you can assign
your fourth email from the drop-down menu.
-
Select 5th Email: Here you can assign
your fifth email from the drop-down menu.
-
Select 6th Email: Here you can assign
your sixth email from the drop-down menu.
All emails are optional except the first email. This means
you can create email campaigns that can contain from 1 to 6 emails. Once the campaign
is created it till show on the “Campaign List” where you can click on the
campaign and see the campaign details.
From the Campaign Details screen, you can see information
such as:
-
Campaign Name
-
Campaign Status
-
Campaign Interval
-
Emails assigned to this campaign
You can also view who is assigned to this campaign and
assign new contacts from your CRM Contacts to the campaign.