Imagine capturing a new buyer lead from your website and having AGENTVIEW automatically assign them to a welcome email campaign, without you having to do anything manually.

That's exactly what Campaign Triggers are designed to do!

Campaign Triggers help you automate your email marketing by assigning contacts to specific email campaigns based on their Contact Status and Contact Type.

Whether you're welcoming new leads, nurturing future buyers, or staying connected with potential sellers, you can create automated follow-up strategies that work alongside your daily real estate activities.

How Do Campaign Triggers Work?

Campaign Triggers use two conditions to determine which email campaign should be assigned to a contact:

• Contact Status: Where the contact currently stands in your sales process, such as New, Engage, Future, or Active.

• Contact Type: The type of lead or relationship, such as Buyer, Seller, First Time Buyer, or Open House Registrant.

When a new lead enters AGENTVIEW or an existing contact is updated to meet both conditions, the trigger identifies the appropriate email campaign to assign.

Example: Let's say someone visits your agent website and requests a home valuation.

You could create a trigger with these settings:

• Contact Status: New

• Contact Type: Website Request – Market Analysis Request

• Assign Campaign: Home Seller Welcome Campaign

When a new contact matches those conditions, AGENTVIEW can automatically assign them to your seller-focused email campaign.

This allows you to begin nurturing the relationship without manually assigning the campaign.

Step 1: Open Campaign Triggers

1. Open the Campaigns tool in AGENTVIEW.

2. Locate the Campaign Triggers section.

3. Review your existing triggers or click New Trigger to create one.

The New Trigger window will open, allowing you to configure your automation.

Before getting started, make sure you've already created the email campaign you want AGENTVIEW to assign.

Step 2: Name Your Trigger

Start by entering a Trigger Name.

Choose something that clearly describes the purpose of your automation.

For example:

• New Buyer Welcome

• Seller Market Analysis Follow-Up

• Open House Lead Follow-Up

• Future Buyer Nurturing

Using descriptive names makes it easier to recognize your triggers as you create more automated campaigns.

Step 3: Select Your Contact Status

Under If My Contact Status Is, choose the status you want AGENTVIEW to monitor.

Available statuses include:

• New

• Engage

• Future

• Active

• Closed

• Inactive

• Non Client

• Pending / Under Contract

For example, selecting New tells AGENTVIEW that the contact must have a New status to qualify for this trigger.

This helps ensure your automation targets contacts at the appropriate stage of your sales process.

Step 4: Select Your Contact Type

Next, use And My Contact Type Is to choose which group of contacts should qualify for the campaign.

AGENTVIEW supports a variety of contact types, including:

• Buyer and First Time Buyer

• Seller and Seller-Investor

• Buyer-Investor

• Open House Registrant

• Website Request – Buyer

• Website Request – Seller

• Website Request – Market Analysis Request

• Landing Page Request

• Buyers Guide and Sellers Guide Landing Page Requests

You can also select other available contact types based on how your database is organized.

Important: Both the Contact Status and Contact Type conditions must match for the trigger to qualify.

For example, if you create a trigger for New + First Time Buyer, it won't qualify a contact categorized as New + Seller.

This allows you to create more targeted email campaigns for different groups of leads.

Step 5: Choose the Email Campaign

Once you've selected your conditions, it's time to choose the campaign AGENTVIEW should assign.

1. Find Then Assign This Campaign.

2. Select the email campaign you want to use.

3. Review your trigger settings to make sure everything is correct.

4. Save your new trigger.

Your trigger will now appear in the Active Triggers section.

AGENTVIEW will use your saved conditions to identify new leads and qualifying contact updates.

When Are Campaigns Automatically Assigned?

Campaign Triggers are processed at the end of the day.

When a new lead or updated contact qualifies for a trigger:

1. AGENTVIEW identifies the contact based on your saved conditions.

2. At the end of the day, the qualifying contact is assigned to the selected email campaign.

3. The campaign is scheduled with a start date of the following day.

This means campaign assignment isn't necessarily immediate when a new lead is captured or a contact is updated.

Good to Know: Campaign Triggers also work with existing contacts when their Contact Status or Contact Type is updated to meet your trigger's conditions.

For example, if you change an existing lead's status from Future to Engage, that update can qualify the contact for a campaign trigger you've created for their new status and contact type.

Building an Automated Follow-Up Strategy

One of the biggest advantages of Campaign Triggers is the ability to create different email strategies for different stages of your client relationships.

Instead of sending the same emails to everyone, you can design campaigns that match what your contacts need.

Example: A Buyer Follow-Up Strategy

You might create the following triggers:

Trigger 1: Welcome New Buyers

• Contact Status: New

• Contact Type: Buyer

• Campaign: New Buyer Welcome

Use this campaign to introduce yourself, explain the homebuying process, and provide helpful resources.

Trigger 2: Engage Interested Buyers

• Contact Status: Engage

• Contact Type: Buyer

• Campaign: Active Buyer Nurturing

Use this campaign to share home search tips, financing information, or other helpful content.

Trigger 3: Stay Connected with Future Buyers

• Contact Status: Future

• Contact Type: Buyer

• Campaign: Future Buyer Follow-Up

Use this campaign to stay connected with buyers who aren't ready to purchase immediately.

As you update a contact's status in AGENTVIEW, the appropriate trigger can identify them for the next campaign.

This gives you the flexibility to build a more personalized email follow-up process based on where each lead stands.

Tips for Getting the Most Out of Campaign Triggers

• Start with Your New Leads: Create welcome campaigns for buyers, sellers, and website inquiries.

• Use Clear Trigger Names: Make it easy to identify what each automation is designed to do.

• Match Campaigns to Your Audience: Send buyer-related content to buyers and seller-related information to sellers.

• Keep Contact Information Updated: Accurate contact statuses and types help your triggers work as intended.

• Plan Your Campaigns: Create your email campaigns before setting up the triggers that will assign them.

• Respect Contact Preferences: Make sure your contacts are eligible to receive your marketing communications.

Quick Tip: Start by creating a Campaign Trigger for your new website leads or open house registrants. These are great opportunities to introduce yourself and begin building relationships with prospective clients automatically.

As you become more comfortable with Campaign Triggers, you can expand your strategy to support buyers, sellers, future clients, and other important groups in your database.