Staying connected with your leads and clients is an important part of growing your real estate business. But finding time to personally follow up with everyone isn't always easy.

That's where AGENTVIEW Email Campaigns can help.

With Email Campaigns, you can create a series of emails that are automatically sent to your contacts over time. Whether you're welcoming new buyers, nurturing seller leads, or keeping in touch with past clients, you can build a consistent follow-up strategy without having to manually send every message.

Let's explore how the different email campaign tools work together.

Getting Started with Email Campaigns

1. From the left navigation menu, click Campaigns.

2. The Campaigns page will open, giving you access to your email templates, drip campaigns, and campaign management tools.

Before building your first campaign, you'll need to have at least one email template ready to use.

AGENTVIEW gives you two ways to get started.

Option 1: Use the Email Template Library

Not sure what to write? AGENTVIEW includes a library of ready-made email campaigns designed for real estate agents.

You'll find templates for different audiences, including:

• Buyers: Share homebuying tips, financing information, and helpful resources.

• Sellers: Provide selling advice, market insights, and home preparation tips.

• Renters: Stay connected with prospective tenants.

• Probate Leads: Access email content designed for probate-related real estate opportunities.

To explore available templates:

1. From the Campaigns page, click Template Library.

2. Use Filter by Category to find campaigns that match your audience.

3. Select a campaign and click Download Template.

4. AGENTVIEW will save the campaign's emails to your account.

You can find your downloaded emails under Saved Templates, where they're available for reviewing and editing.

Good to Know: Downloading a template doesn't automatically start sending emails. It gives you ready-made content you can use when creating your own campaign.

Option 2: Create Your Own Email Templates

Prefer to write your own emails?

AGENTVIEW also gives you the flexibility to create custom email templates that reflect your personality, local market, and communication style.

1. From the Campaigns page, select New Email.

2. The Email Template Builder will open.

3. Create your email content using the available editing tools.

4. Save your email template.

Your custom email will be available alongside your downloaded templates for use in future campaigns.

Example: You might create a personalized welcome email introducing yourself to new buyer leads, followed by another email explaining what to expect during the homebuying process.

Creating an Automated Drip Campaign

Once you have your email templates ready, you can combine them into a drip campaign.

A drip campaign is a series of emails that AGENTVIEW sends automatically according to a schedule you choose.

To create one:

1. Click New Drip Campaign from the Campaigns page.

2. Enter a name for your campaign, such as "New Buyer Welcome Series."

3. Add an optional description explaining its purpose.

4. Choose how often you'd like your emails delivered.

5. Select the emails you want included in your campaign.

6. Click Create Campaign to save it.

Choosing Your Email Schedule

AGENTVIEW gives you four scheduling options:

• Once a Week: Send one email each week.

• Twice a Week: Send two emails each week.

• Once a Month: Send one email each month.

• Twice a Month: Send two emails each month.

Each drip campaign can include 1 to 6 emails. The first email is required, and the remaining five are optional.

Emails are delivered in the order you've selected them.

For example, you might create a six-email buyer education campaign that introduces your services, explains financing, discusses property searches, and prepares buyers for the purchasing process.

AGENTVIEW handles the scheduled delivery once contacts have been assigned to the campaign.

Managing Your Email Campaigns

After creating a campaign, you'll find it in your Campaign List.

Click any campaign name to open its details.

From here, you can review important information, including:

• Campaign Name: The name you've assigned to the campaign.

• Campaign Status: Whether the campaign is Active, Paused, or Completed.

• Campaign Interval: How frequently emails are scheduled.

• Assigned Emails: The messages included in your campaign.

• Assigned Contacts: The leads and clients enrolled in the campaign.

You can also review available campaign performance information to understand how recipients are engaging with your emails.

Assigning Contacts to Your Campaign

Once your campaign is created, you'll need to decide who should receive it.

AGENTVIEW allows you to assign contacts individually or add multiple contacts to a campaign.

Adding an Individual Contact

1. Open the campaign from your Campaign List.

2. Find the Assigned CRM Contact section.

3. Select the contact you'd like to add.

4. Choose a Campaign Start Date.

5. Click Add Contact.

Adding Multiple Contacts

If you want to enroll a group of leads, use Add Bulk Contacts.

You can select contacts based on their Contact Type, choose a start date, and add them to your campaign together.

This is especially helpful when you want to send the same educational email series to a group of buyers or sellers.

Automating Campaign Assignments

Want AGENTVIEW to assign new leads to campaigns automatically?

You can also use Campaign Triggers to assign campaigns based on a contact's status and type.

For example, when a new buyer lead enters AGENTVIEW, a matching Campaign Trigger can automatically assign that lead to your New Buyer Welcome campaign.

This gives you another way to maintain consistent follow-up as new opportunities enter your database.

Making the Most of Email Campaigns

Email campaigns are most effective when they provide helpful information and match the interests of your audience.

Here are a few recommendations:

• Start with One Campaign: Build a simple welcome series for new buyers or sellers.

• Personalize Your Messages: Customize templates to reflect your market and communication style.

• Keep Your Emails Relevant: Share information your contacts will actually find useful.

• Choose a Comfortable Schedule: Avoid overwhelming recipients with too many emails.

• Review Your Results: Monitor campaign engagement and improve your content over time.

• Respect Contact Preferences: Only send marketing emails to contacts who are eligible to receive them.

Quick Tip: If you're new to email marketing, start with the Template Library. Download a buyer or seller campaign, personalize the messages, and assign a few appropriate contacts. Once you're comfortable with the process, you can create additional campaigns and automate assignments using Campaign Triggers.