ADMIN: Creating Company Drip Marketing Campaigns

ADMIN: Creating Company Drip Marketing Campaigns

πŸ“§ Company-wide Drip Marketing Campaigns

As an Admin, you can create Drip Marketing Campaigns for your agents to utilize. These are a series of emails that automatically go out to selected recipients.


πŸ“‚ Campaign Types

You can create two different types of campaigns:

  • πŸ“ Contact Campaigns: The company controls the list of people, and agents can add events/content to that campaign (e.g., an MLS agent campaign).

  • πŸ“… Event Campaigns: The company controls the content/events being sent, and agents add their own contacts to the campaign (e.g., Holiday or First Time Homebuyer campaigns).


πŸ—οΈ How to Create a Company Campaign

  1. Select the Settings icon βš™οΈ in the upper right-hand corner.

  2. Select Company-wide Email Campaigns under the Marketing section.

  3. In the upper right-hand corner, choose either + Contact Campaign or + Event Campaign.


πŸ‘₯ Contact Campaigns

  1. Select + Contact Campaign.

  2. Give the campaign a Name.

  3. Add Recipients: Pull these from the contacts within your ClientBAY CRM.

  4. Press Finish. The campaign is now available for agents to add events to.

  5. Manage: Use the three-dot Action button β ‡ to edit, deactivate, or delete.

🚩 PLEASE NOTE: You must have the contacts already uploaded into the Admin’s CRM before creating the campaign. For example, to create an MLS agent campaign, bulk upload those contacts first, then create the campaign.


πŸ“… Event Campaigns

  1. Select + Event Campaign.

  2. Give the campaign a clear Name so agents know exactly what it is.

  3. Select Content: Click Select on the first piece of content you want to send. 

  4. Fill out the details:

    • Email Subject Line 

    • Send Using options

    • Override Information (if needed)

    • Send After Time 

  5. Press Finish. This completes the first event and creates the campaign.


βž• Adding Additional Events & Viewing Stats

To grow your campaign after the first event is created:

  1. Find the campaign on your dashboard and select Edit Campaign from the three-dot Action button β ‡.

  2. Select + Event  in the upper right-hand corner to add more emails.

  3. View Results: On the left-hand side of the individual campaign dashboard, you can view statistics pertaining to that campaign's performance.

πŸ’‘ Pro Tip: It is best practice to have your marketing content created in the Content Library first before you start building the event campaign! 

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