Overview
An email campaign sends the same message to a group of buyers at once. You choose who receives it, pick a template, and send.
You would use this to share a property with everyone who might be interested, instead of emailing each buyer one at a time.
Steps
Step 1: Open your buyers
Click Contacts.
Click Buyers.
Step 2: Choose who gets the email
Apply a filter so you only reach the buyers you want.
The video uses a saved filter for buyers who have email addresses.
It helps to build your filters ahead of time. You can group buyers by their target city, by state, or by whether they have a valid email address. Then they are ready whenever you want to send a campaign.
Step 3: Select your buyers
Click the Selected drop-down.
Click Select All.
This selects everyone included in your filter.
Step 4: Start the campaign
Click Actions.
Click Send Email.
You will see that this is an email campaign.
Step 5: Choose which addresses to use
Decide which contacts should receive the email.
The video chooses the primary email attached to each buyer.
Step 6: Name your campaign
Type a name for the campaign. The video uses something like House for Sale in Queens Village.
Step 7: Choose your template
Pick one of the email templates saved in your account.
It is easier if your template is ready before you start a campaign. If you would rather write from scratch, you can skip this selection.
Step 8: Choose plain text or rich format
You have two choices for your email text:
Plain Text — words only.
Rich Format — lets you add columns, buttons, images, and clickable links.
Use rich format if you are sending something like a property flyer.
Step 9: Send
Click Send Email.
Your campaign will go out to everyone you selected.
Important Notes
Build your filters before you start. Having them ready makes sending a campaign much quicker.
Only the buyers included in your filter will receive the email, so check your filter before selecting.
Have your email template ready before you begin. You can skip the template and write from scratch, but it is slower.
Plain Text cannot include images, buttons, or links. Choose Rich Format for those.
Choosing the primary email sends to one address per buyer.
Troubleshooting
Fewer buyers received the email than you expected
Your filter may have narrowed the list further than you meant. Check the filter before selecting your buyers.
You cannot add images or links to your email
You may be using plain text. Switch to Rich Format.
You have no templates to choose from
Create an email template first, or skip the template selection and write your email from scratch.
You want to reach every address a buyer has
Check your address choice in the step where you pick which contacts receive the email. Selecting the primary email sends to one address only.
Summary
You sent an email campaign to your buyers. You opened Contacts and Buyers, applied a filter, and used Select All to choose everyone in it. You then used Actions and Send Email, picked which addresses to use, named the campaign, chose a template, wrote your email in plain text or rich format, and clicked Send Email.