Campaigns

Campaigns help brokerages deliver consistent, professionally designed email marketing through their agents without requiring every agent to create and schedule each email individually.

Brokerage Marketing Admins prepare the email, choose which agents can participate, select the intended contact tags, and schedule the Campaign. Agents can then participate manually or authorize their Admins to enroll them automatically using their tags.

What Are Campaigns?

A Campaign is an email created by a Brokerage Marketing Admin and made available to eligible agents across selected companies, regions, offices, or teams.

Campaigns can be used for recurring or targeted communications such as:

• Brokerage newsletters

• Market updates

• Buyer and seller nurturing

• Business-building content

• Seasonal messages

• Brokerage announcements and resources

The Admin controls the Campaign’s content and schedule. Participating agents cannot edit the email, but the Campaign can use placeholders to personalize it with the agent’s branding, contact information, and other profile details.

How Campaigns Work

Campaigns bring together:

• An Admin-created email

• A scheduled send date and time

• Eligible agents from selected companies, regions, offices, or teams

• Contact tags that determine which contacts receive the email

• Personalized sender and recipient information

Although the brokerage prepares the content, each participating agent sends the Campaign to eligible contacts from their own database.

Ways Agents Can Participate

Agents can participate manually or allow their Brokerage Marketing Admin to enroll them automatically.

Participate manually

An eligible agent can preview an available Campaign, choose to participate, and select the contact tags they want to use.

This gives the agent control over which Campaigns they join and which groups of contacts receive each email.

Allow automatic participation

Agents can go to My Profile > Campaigns and enable Allow admin to send campaigns on my behalf using my tags.

When this setting is enabled, an authorized Admin can enroll the agent in eligible Campaigns using the default tags selected for the Campaign. This creates a more automated marketing experience while still using the agent’s own contact organization and preferences.

Agents can update this permission from their profile when needed.

Contact Privacy

Brokerage Admins use contact tags to define a Campaign’s intended audience. They do not receive access to view or select individual contacts from an agent’s database.

Rechat identifies matching contacts separately within each participating agent’s account based on the tags selected for that Campaign.

Campaign Results

After a Campaign sends, Admins can review its overall performance and agent-level activity, including:

• Participating agents

• Recipients

• Delivered emails

• Opens

• Clicks

These results help brokerages understand participation and engagement while maintaining the privacy of each agent’s individual contacts.

Get Started

Choose the guide that matches your role:

Participating in Campaigns

Learn how to preview an available Campaign, enroll, select your contact tags, and allow your Admin to automate future Campaigns on your behalf.

Participate in Campaigns →

Creating and Managing Campaigns

Learn how to create Campaigns, personalize content with placeholders, choose eligible agents, establish default tags, monitor enrollment, and review performance.

Create and Manage Campaigns →