ADMIN: Creating Company Drip Marketing Campaigns

ADMIN: Creating Company Drip Marketing Campaigns


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


When creating Drip Marketing Campaigns as Admins, you are able to create two different types of campaigns for the company and agents to utilize:

  1. Contact Campaigns - where the company controls the list of people that the content is being sent to and the agents can add events to that campaigns (i.e. MLS agent campaign where agents can add open house events to)
  2. Event Campaigns - where the company controls the events being sent out and the agents can add their contacts to the campaign. (i.e. Holiday campaign, First Time Homebuyers Campaign)

To create a Company Drip Marketing Campaign

  1. Select the Settings icon in the upper right hand corner of your ClientBAY.
  2. Select Company-wide Email Campaigns under the Marketing section.  This will open up your Campaign dashboard where you can see all of the campaigns that have been created for agent usage.
  3. In the upper right hand corner of this screen, you can see where you can create either the Event Campaign or the Contact Campaign.

Contact Campaigns

  1. Select +Contact Campaign in the upper right hand corner of your Company Campaign Dashboard.
  2. Give the Contact Campaign a Name.
  3. Below that, add the recipients of the campaign. You are able to pull these recipients from the contacts within your ClientBAY CRM.
  1. Once you have the contacts for this Contact Campaign selected, press Finish. This campaign will now be available for your agent’s to add events to.

You can edit, deactivate, or delete a Contact Campaign by selecting the three dot Action button associated with that campaign.

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PLEASE NOTE: You need to have the contacts that you want to receive this campaign already uploaded into the Admin's CRM who is creating this Contact Campaign. Once you have the contacts for the campaign uploaded to the campaign creator's CRM, you can then add those contacts to the Contact Campaign. 
For example: If you are creating a Contact Campaign for all the agents in your MLS, you would need to go into the CRM portion of ClientBAY, bulk upload the contacts using the bulk contact upload wizard, THEN go to the Campaign Dashboard and create the Contact Campaign. 

Event Campaigns

  1. Select +Event Campaign in the upper right hand corner of your Company Campaign Dashboard.
  2. Give the campaign a Name that is easy for the agents to know what the campaign is. 
  3. Select the first piece of content that you would like to send out. You can use the menus at the top of the screen to filter through all of the content on the screen.
  4. When you find the piece of content for your first event, press the Select button.
  5. Fill out the Email Subject Line
  6. Fill out the Send Using options.
  7. Fill out any Override Information if needed
  8. Put in a Send After Time
  9. Press Finish. This will complete the first event of the campaign and create the campaign itself.

To add additional emails/events to your new campaign 

Find the Campaign you want to add an email to on the Company Campaign Dashboard and select Edit Campaign from the three dot Action button.
This will take you to the individual Campaign’s dashboard where you can add an event by selecting the +Event in the upper right hand corner.

On the individual campaign dashboard you are also to view the statistics pertaining to this campaign on the left hand side of the screen.

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PLEASE NOTE: It is best practice to have your content for the event campaign created first before creating the campaign



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