Not sure what to write for your next email campaign? You don't have to start from scratch!

The AGENTVIEW Email Campaign Template Library gives you access to ready-made email campaigns designed for different types of real estate clients.

Whether you're following up with new buyers, nurturing seller leads, or staying connected with potential renters, you can find a campaign that fits your needs and personalize it for your business.

Step 1: Open the Template Library

1. From the left navigation menu, click Campaigns.

2. At the top of the Campaigns page, click Template Library.

3. The Template Library will open, displaying the available email campaign templates.

Here, you can explore different campaigns and choose the ones you'd like to use.

Step 2: Find the Right Campaign

The Template Library includes email campaigns designed for different real estate audiences and situations.

You'll find categories such as:

• Buyer Campaigns: Help educate and follow up with potential homebuyers.

• Seller Campaigns: Stay connected with homeowners interested in selling.

• Renter Campaigns: Provide helpful information to rental prospects.

• Probate Campaigns: Access email sequences designed for probate-related real estate opportunities.

Looking for something specific?

Use the Filter by Category dropdown to narrow your search. Select the category you're interested in, and AGENTVIEW will display the matching templates.

Example: If you're working with first-time buyers, you can explore the Buyer category to find emails that help guide them through the homebuying process.

Step 3: Download a Campaign Template

Found a campaign you'd like to use?

1. Locate the template in the library.

2. Click Download Template at the bottom of the template.

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

4. You'll automatically return to the main Campaigns page.

Your downloaded emails are now available in your Saved Templates, where you can review and personalize them.

Good to Know: Downloading a template adds its emails to your AGENTVIEW account so you can use them when building your campaigns.

Step 4: View and Customize Your Templates

Before using a downloaded campaign, we recommend reviewing its emails and making them your own.

1. From the Campaigns page, click Saved Templates.

2. A window will appear displaying your saved and downloaded email templates.

3. Select an individual email you'd like to customize.

4. Edit the content to match your communication style and marketing needs.

For example, you might personalize a buyer campaign by adding information about your local market, introducing yourself, or including a link to your agent website.

Your saved templates remain available for future use.

Step 5: Use Your Templates in an Email Campaign

Once you've reviewed and customized your emails, you can use them when creating an AGENTVIEW drip campaign.

1. Return to the Campaigns page.

2. Click New Drip Campaign.

3. Enter a campaign name and choose your sending schedule.

4. Select your saved emails in the order you'd like them delivered.

5. Click Create Campaign.

You can then assign contacts to the campaign and schedule when their emails should begin.

For more detailed instructions, see our support article Creating and Managing Email Drip Campaigns.

Making the Most of Your Email Templates

The Template Library is a great starting point, but the most effective campaigns still feel personal.

Here are a few recommendations:

• Personalize Your Emails: Add your name, brokerage information, and local market knowledge.

• Review Every Message: Make sure the information is accurate, current, and relevant to your clients.

• Choose the Right Audience: Match your email content to the types of leads you're communicating with.

• Check Before Sending: Review your links, formatting, and any legal or marketing requirements that apply to your messages.

Quick Tip: Start by downloading one buyer campaign and one seller campaign. Customize the emails to reflect your business, then use them to build your first automated follow-up sequences.

The Template Library helps you spend less time writing emails from scratch and more time building relationships with your leads and clients.