Customize a provided Campaign

Drip email campaigns can be created through “My Book” or the Campaigns manager to maintain contact with leads. They will be sent emails periodically with helpful, and informative real estate content.  The emails are already written, formatted with branded graphics however they can be customized to suit your needs.

1. From your Client Click dashboard, click on 'Campaigns' from the top menu bar

2. Click on 'Manage Drip' to open the Drip Email summary

3. Click on 'View All Campaigns' to edit and modify preset campaigns

4. From the 'Manage Drip Campaign' window you can view all available campaigns and further modify them

Click on 'Go' under the View column in the row corresponding to the Drip Campaign you want to edit to open its contents.

5. In the Drip Campaign's content manager, click on one of the subject lines to edit its contents

From this window you can uncheck any topics you want to exclude from the campaign and re-order the email list by clicking and dragging the rows. The days correspond to the amount of days after you’ve added your contact to this email.

6. Type over the existing subject line, title and body of the email to modify it

Click on 'Preview' to see what your email will look like before sending.

Note that this will change this email for all recipients of this campaign.  Click on Reset to return the campaign to its default settings.

Don't forget to click on 'Done' when finished to save your changes.