Want to stay connected with your leads without having to manually send every follow-up email?

With AGENTVIEW Email Drip Campaigns, you can create a series of emails that are automatically delivered to your contacts based on a schedule you choose.

Whether you're welcoming new buyers, sharing home-selling tips, or nurturing leads who aren't quite ready to make a move, drip campaigns help you maintain consistent communication while focusing on other areas of your real estate business.

Step 1: Open Your Email Campaigns

1. From the left navigation menu, click Campaigns.

2. On the Campaigns page, locate the New Drip Campaign button.

3. Click it to open the campaign setup window.

You'll now be able to name your campaign, choose how often emails are sent, and select the emails you'd like to include.

Step 2: Name Your Campaign

Start by giving your campaign a name that makes it easy to recognize.

For example:

• New Buyer Welcome Series

• First-Time Homebuyer Tips

• Seller Follow-Up Campaign

• Past Client Nurturing

You can also enter an optional Description explaining the purpose of your campaign.

For example, if you're creating a campaign for new buyers, your description might be:

"A series of helpful emails introducing buyers to the homebuying process, financing options, and property search tips."

Using clear campaign names makes it easier to manage multiple campaigns as your marketing strategy grows.

Step 3: Choose Your Email Schedule

Next, select how frequently you'd like AGENTVIEW to send your emails.

Under Campaign Interval, you'll find four options:

• Once a Week: Sends one email each week.

• Twice a Week: Sends two emails each week.

• Once a Month: Sends one email each month.

• Twice a Month: Sends two emails each month.

AGENTVIEW will continue sending the emails in your campaign according to the selected schedule until the series is completed.

Example: If you're creating a First-Time Homebuyer campaign, you might choose Once a Week to share helpful information without overwhelming your leads.

For past clients, Once a Month might be a better option for staying in touch with market updates and homeowner tips.

Step 4: Select Your Campaign Emails

Now it's time to choose which emails you'd like to include in your campaign.

AGENTVIEW allows you to select up to six emails for each drip campaign.

1. Locate Select 1st Email and choose the first email you want to send. This field is required.

2. Use Select 2nd Email to add another email, if desired.

3. Continue selecting additional emails using the available dropdown menus.

4. Review your selections to make sure your emails are arranged in the order you want them delivered.

The emails you select must already be created and available in AGENTVIEW.

Example: A New Buyer Welcome Campaign

You might organize your emails like this:

1. Welcome! Let's Find Your New Home — Introduce yourself and explain how you help buyers.

2. Getting Pre-Approved — Share helpful information about preparing for financing.

3. Finding the Right Neighborhood — Offer tips on choosing a location.

4. What to Expect During the Home Search — Explain the showing and offer process.

5. Understanding the Buying Process — Share information about inspections, escrow, and closing.

6. Ready to Get Started? — Invite the buyer to schedule a conversation.

With a weekly schedule, AGENTVIEW sends these emails in sequence over the course of the campaign.

Step 5: Create Your Campaign

Once you've configured everything:

1. Review your campaign name and description.

2. Confirm your email sending interval.

3. Check that your selected emails are in the correct order.

4. Click Create Campaign.

Your new campaign will appear in the Campaign List on the Campaigns page.

Your campaign is now created, but you'll need to assign contacts before emails can begin going out.

Step 6: Add Contacts to Your Campaign

AGENTVIEW gives you two ways to assign contacts to an email campaign.

Option 1: Add an Individual Contact

This option is helpful when you want to enroll a specific buyer, seller, or lead in a campaign.

1. From your Campaign List, click the campaign name to open its details.

2. Find the Assigned CRM Contact section.

3. Under Add Contact To Campaign, choose the contact you'd like to add.

4. Select a Campaign Start Date.

5. Click Add Contact.

The contact will be added to your campaign with a Scheduled status until the system processes the email.

Option 2: Add Multiple Contacts

Want to assign an entire group of leads to the same campaign?

1. Open your campaign and click Add Bulk Contacts.

2. A window will appear with options for selecting your contacts.

3. Choose the Contact Type you'd like to include.

4. Select the Campaign Start Date.

5. Click Add Contacts.

AGENTVIEW will add the qualifying contacts to your campaign.

Example: If you've created a campaign for First-Time Buyers, you can select that contact type to enroll the appropriate group instead of adding each buyer individually.

Only assign contacts who are eligible to receive your marketing emails.

Step 7: Understand When Emails Are Sent

Once contacts are assigned, AGENTVIEW automatically manages the campaign's email schedule.

Here's how the process works:

• Scheduled: The contact has been added to the campaign, but the email hasn't been sent yet.

• Sent: The system has processed and sent the email.

• Campaign Interval: Determines how frequently the remaining emails are sent.

Email processing may take approximately 1–5 minutes once an email is due for processing.

You don't need to manually send each email in the series. AGENTVIEW handles the sending schedule according to your campaign settings.

Step 8: Manage Your Campaign

Need to check your campaign or make changes to an email?

1. Open Campaigns.

2. Find your campaign in the Campaign List.

3. Click the campaign name to open its Campaign Details page.

Here, you'll find important information about your campaign, including:

• Campaign Name: The name you assigned.

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

• Interval: How frequently campaign emails are scheduled.

• Description: The purpose of your campaign.

• Assigned Emails: The emails included in your campaign.

You can click an assigned email to edit its content before it is sent.

Important: Once an email has been assigned to a campaign, it cannot be unassigned through this workflow. However, you can modify the email's content before it is delivered.

It's a good idea to review your entire email sequence before assigning contacts.

Step 9: Track Your Campaign Performance

Once your campaign begins sending emails, AGENTVIEW provides information to help you understand how your contacts are engaging.

Your Campaign Details page includes metrics such as:

• Number of Emails Sent: See how many campaign emails have been sent.

• Recipient Open Rates: Review the percentage of recipients whose emails were recorded as opened.

• Pending Opens: See how many recipients have not yet recorded an email open.

These metrics can help you evaluate whether your emails are reaching and engaging your audience.

Keep in mind that open tracking isn't always exact because some email applications limit or automatically load tracking content.

Example: If your buyer education emails receive more engagement than your general marketing mes