COMING SOON: How to Create and Manage Company-Wide Email Campaigns

By creating automated email drip campaigns, a brokerage empowers its agents to effortlessly nurture leads and consistently engage their sphere of influence, including past clients and personal networks, ensuring the brand stays top-of-mind for repeat business and referrals. These strategic, set-it-and-forget-it sequences deliver timely, relevant touch-points throughout long real estate decision cycles without burning out agents, directly boosting conversion rates and driving long-term revenue growth.

💡 Overview

Company-Wide Email Campaigns allow administrators to build automated, multi-step drip campaigns for your entire brokerage. Once created, these campaigns can be shared with your agents so they can stay top-of-mind with their contacts while keeping your branding consistent across the board.

⚙️ How to Set Up a Company-Wide Automated Campaign

1.Navigate to Company-Wide Email Campaigns: Access administrative settings.

Click the Settings ⚙️ wheel at the top right of your screen. Under the Marketing section, select Company-Wide Email Campaigns.

2.Create a New Campaign: Enter campaign details.

Click the + Create Campaign ➕ button. Give your campaign a clear title and enter a short description so your agents know what type of content this campaign includes.

3.Add Your First Email Event: Select your starting layout.

Click Add Email Event ✉️. Choose an existing layout from My Designs, pick a pre-made design from the Template Library, or choose Scratch to build a brand-new design.

4.Customize Your Content and Header: Format text and images.

Use the drag-and-drop editor to build your message. Click the pencil icon in the header section to enter your Subject Line and Preview Text.

5.Save and Test Your Design: Verify design before continuing.

Save your design to My Designs 💾 or send a Preview Email 🧪 to check how it looks in an inbox, then click Next ➡️.

6.Schedule Event Delivery: Set timing for the event.

Name your specific Email Event and select its Delivery Schedule (e.g., send immediately, or wait a set number of days after enrollment).

7.Finish and Publish: Save your setup.

Click Finish ✅ to complete the first email event. You can now add additional email events to create a multi-step drip campaign, or adjust agent access permissions.

📌 Dashboard Features & Campaign Actions

Your Company-Wide Email Campaigns area includes three main tabs:

📊 Analytics: View combined recipient performance stats (opens, clicks, unsubscribes) across every user who has sent a company campaign.
🤖 Automations: View, create, and edit all automated drip campaigns. Check whether each campaign is Active or Inactive.
🚫 Suppression List: View contacts who have unsubscribed from any company-created email campaigns.

Managing Campaigns: Click the three action dots 💬 next to any campaign in the Automations tab to add new email events, rename the campaign, manage agent access permissions, duplicate, or delete the campaign.