Marketing Center Overview

Marketing Center Overview


There is so much that you can do in your Marketing Center! Try out some of these items below:
  1. Create a lead follow-up letter/email using the blank content template
  2. Set up a holiday drip campaign
  3. Create a contact/lead action plan for your buyer:
    1. Send an email
    2. Follow-up request
    3. Add to a campaign
  4. Create a new listing action plan:
    1. Order marketing items
    2. Add seller
    3. Set-up seller reports
  5. Add an action plan to a contact and/or a listing

Don't forget to create your content FIRST. Then you can create your first email drip campaign. 

 




    • Related Articles

    • ADMIN: Marketing Disclaimers

      Certain franchises and MLSs want disclaimers on marketing pieces and you are easily able to do this in ClientBAY. To Set Your Marketing Disclosure Select the Settings icon in the upper right hand corner of your ClientBAY. Select Office Locations ...

    • 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 ...

    • Admin Session: ClientBAY Marketing and Action Plans

      Back At You Admin Session 2: ClientBAY Marketing and Action Plans Congratulations on completing your Second Manager Session. Here is the checklist of items that we suggest you start on: Marketing Build out any Company Content Build out any Contact ...

    • CRM Overview

      Start uploading your contacts in your CRM today! You can either upload contacts individually or bulk upload a list of contacts. Uploading Your Contacts to ClientBAY CRM Want to know what else you can do with your contacts/leads? Watch the video below ...

    • Listings Overview

        Start creating your Open House flyers, scheduling, sign-in sheets, and more! Now that you know how to manage your listings, complete these items to set yourself up for success:  Attach Sellers to your Listings to create Seller Portals Tell Sellers ...