Creating Campaigns

Learn how Admins can create and manage automated Email Marketing Campaigns for Agents, ensuring personalized emails are sent to their contacts with minimal effort.

As an Admin, you can create Email Marketing Campaigns that send automated emails to Agents’ contacts for them. You can do this right from your dashboard without switching into each Agent’s account. These emails will automatically include the Agent’s signature at the bottom. You can see all the campaigns you’ve created or sent on your Insights page.

Agents can preview campaigns you’ve made in the Marketing Center or check all campaigns on their Insights page. If an Agent isn’t already included in a campaign, they can choose to join or save it for later. If they unsubscribe, it only affects their account, not the whole campaign.

Agents can also control whether you can add them to future campaigns. To protect privacy, you’ll only choose recipients by selecting the Agent’s tags—you won’t be able to see individual contacts.