Creating high-quality marketing materials is the foundation of your digital strategy. In ClientBAY, you can design everything from property flyers to holiday e-cards.

💡 Pro Tip: Always create your content before you start building automated campaigns or action plans so that your materials are ready to be attached.

🚀 Getting Started: The Content Dashboard

To begin, navigate to Email Marketing on the left-hand menu and select Content.

1. Initialize: Click the +CREATE button in the upper right-hand corner. 

2. Filter & Select: Use the filters to choose between Emailable or Printable content. Use the Category dropdown to find the right template: 

   • Blank Content: Start from scratch for fully custom emails or informative flyers. 

   • Property Flyers: Connect directly to your listing feed to auto-populate property data into dynamic fields. 

   • Letters: Use pre-written real estate letter templates to save time on common correspondence. 

   • Eblasts & Holiday Cards: Browse themed categories that automatically pull in your personal branding. 
     

🛠️ Customizing Your Content

Once you select a template, follow these steps to personalize it:

1. Identity: Enter a Name and a Category for your content. 

   • Tip: Consistent categorizing makes it much easier to filter and find your content later as your library grows.

2. Edit Text: Click any box you wish to change. A light blue highlight and a pencil icon will appear, indicating the area is editable. 

3. Swap Photos: Click any photo or placeholder to open your Image Library. You can select company-provided images or click Upload to add your own. 

4. Save & Distribute: In the upper right-hand corner, choose your preferred output: 

   • Save and Print: For physical handouts or open houses. 

   • Save and Email: For immediate digital delivery. 

   • Save and Get HTML: For use in external marketing tools. 

   • Save and Share: To generate a social media link. 

   • Save: To store it in your dashboard for future use. 
     

📂 Managing Your Library

Your saved designs will appear on the Content Dashboard. You can manage them using the three-dot action button

• Edit: Re-open a piece of content to update details or photos. 

• Delete: Remove a piece of content. 

  • ⚠️ Warning: Deletion is permanent and cannot be undone.

• Bulk Delete: To clean up your dashboard, check the boxes next to multiple items and click the Delete button at the top of the screen. 
  

✨ SocialBAY Bonus: If you have the SocialBAY product, you can also create highly customizable, professional-grade flyers within the Design Studio.