Emails and Campaigns

Email Campaigns

• Marketing Calendar

Customers: creating, campaigns, etc.

• How to Create a Custom Field on a contact record
• What is a Customer?
• What is included under Customer Essentials/Emails Only?
• What is a 4, 8, 12 Direct Mailing Campaign?

Prospects: campaigns, etc.

• What is a Prospect?
• How to add a Prospect to Campaign
• What is the difference between Prospect Nurturing, Prospect Actively Looking, First Time Homebuyer and Credit Challenged Prospects?
• Prospect Actively Looking Email
• Prospect First Time Homebuyer Prospect Email
• Prospect Credit Challenged Email

See all 7 articles

Business Partners: adding them, campaigns, etc.

• What is a Business Partner?
• Realtor Essentials Email Campaigns
• Other Referral Partners-Non Realtor Business Partners Campaigns
• Adding a Business Partner to Realtor in a Box**This is an additional charge of $19.99 per box item
• Power Tools Newsletter
• Realtor In A Box

Leads: creating, campaigns, etc

• What is a lead?
• What is the difference between Lead Nurturing, Relationship Builder and First Time Homebuyer campaigns?

Recruits (Branch Managers Only)

• What is a Recruit?
• How to add a Recruit
• Loan Officer In A Box