Campaign Event Triggers
Email Campaign triggers is a feature that allows you to assign email campaigns to your existing and incoming contacts based on their contact type and contact status, whether it’s a new lead or existing lead in your database. This is a powerful tool because it allows you to create a strategic staged set of email campaigns that are automatically assigned as soon as a new lead is captured by the AGENTVIEW platform or an existing leads contact status or contact type is updated by the user.
Campaign Triggers can be accessed through the Campaigns tool located on the right-side menu.
Campaign Trigger Overview
To assign a new campaign trigger, click on the button “New Trigger”. This will initiate the New Trigger Popup form.
Here you can assign the following:
Trigger Name
The trigger name allows you to identify the purpose of your trigger event. Here you can use a name that resonates with the function of the trigger, in case you wish to use this event with other trigger types.
The following set of inputs create the trigger conditions. The event will be triggered when a new lead or an existing contact meet the conditions created in the trigger event.
If my Contact Status is
This input allows you to select the contact status that is assigned to a new lead or an existing contact within the AGENTVIEW Platform. Contact status options are as follows:
1. New
2. Engage
3. Future
4. Active
5. Closed
6. Inactive
7. Non Client
8. Pending / Under Contract
As an example if you were to select “New” as the contact status, any new lead acquired by the AGENTVIEW Platform, will be used as one of the conditions to add the lead or contact to an email campaign.
And my Contact Type Is
This input allows you to select the contact type that is assigned to a new lead or an existing contact within the AGENTVIEW Platform. Contact type options are as follows:
1. Absentee Owner
2. Active Listing
3. Buyer
4. Buyer – Investor
5. Expired Listing
6. First Time Buyer
7. For Sale By Owner
8. Foreclosure
9. New Lead
10. Renter
11. Seller
12. Seller-Investor
13. Open House Registrant
14. Website Request – Market Analysis Request
15. Website Request – Buyer
16. Website Request – Seller
17. Website Request – Leasing
18. Website Request – Commercial
19. Website Request – Land
20. Landing Page Request
21. Featured Listing Landing Page Request
22. New Listing Landing Page Request
23. Buyers Guide Landing Page Request
24. Sellers Guide Landing Page Request
25. Open House Landing Page Request
As an example if you were to select “Website Request – Market Analysis Request” as the contact type, any new lead that comes from a Website Request – Market Analysis Request acquired by the AGENTVIEW Platform, will be used as one of the conditions to add the lead or contact to an email campaign.
Then Assign this campaign
The third input allows you to select the campaign you wish to assign the two conditions previously selected.
Once the campaign trigger has been assigned, it will be shown in your active triggers section, and will be active. All contacts and leads triggered by the event will be added at the end of the day and automatically be assigned to the appropriate campaign with a start date of the following day.