Creating a Campaign

Creating your own Campaign gives you the flexibility of creating a unique set of messaging for a group of contacts.  Let’s do it! =)

Step 1:

Once logged in, you’ll want to click Campaigns on the left-hand menu. This will take you to the Campaigns page where you can then click the New Campaign button at the top-right of the page.

Step 2:

You can now name your campaign, as well as load content from another campaign if you want to copy emails from another campaign to your newly created one.

Step 3:

The next step is to select who you want to receive this campaign, and you do so through assigning tags to it. (If you don’t remember, tags are just grouping or categories of certain contacts.) You’ll see two sections: Send To and Exclude: (tags) below it.

Within the left-hand box under Send To are all the tags you’ve created (or that have been created by us for you). Clicking one will move the contact over to the right side, signifying that the tag is now set to receive the campaign.


Tip: Clicking the tag within the right-hand box will send it back to the main list and take it off the campaign.

But what if you want to exclude certain tags?

Well, the system is designed to only send to tags you’ve included. This means that if you have two tags (Buyers & Sellers), and “Buyers” is included while “Sellers” is excluded, anyone tagged as “Sellers” will not receive this campaign.

So why even have the “Exclude” option?

Great question! Sometimes a contact may be tagged twice. Let’s say Matt Grasshopper (that’s me!) is tagged as both “Open House” and “Buyers” but you don’t, under any circumstances, want “Open House” contacts receiving this campaign whether they’re also tagged as “Buyers” or not - that’s where the Exclude box comes in.


Clicking “Open House” on the left-hand side of the Exclude box and moving the tag over to the right-hand side will ensure that, no matter how many other tags the person may have attached to them (even the included “Buyers” tag), if they’re tagged “Open House,” they’ll receive no messaging from this campaign. Phew, that was a mouthful!

Step 4:

Select your signature from the drop-down menu. Next, you can elect to send any contacts on this campaign to our fun and friendly Keep-in-Touch (Sphere) messaging upon completion. To do this, check the box labeled: Tag Keep-in-Touch (Sphere) on campaign completion.

Finally, clicking the Active box will turn this campaign (and any emails within it) on - messages will then send. Let’s be sure to add some emails before activating first; and don’t forget to save!


Now it’s time to actually create an email, you follow-up guru, you! =)


Step 5:

To create an email for a campaign, you’ll want to find the one you want to edit from the Campaigns page (mine is titled “Test Campaign”). To the right of the campaign, you’ll see some buttons - for now, we’ll click on the Emails button. On the next page, click Add New Email located at the top-right of the page.

Once you’re in the email editor, you’ll find it looks very similar to editors within providers like Gmail, Outlook, or Yahoo!. You can write a subject line, as well as all body text. The first thing you may see are two fields: Greeting (with first name) and Greeting (without first name). In the “with first name,” you’ll see an interesting code: !first_name! - this is a super-technical and grasshoppery (is that a word?) shortcode that pulls any first name information from a contact and inserts it here.


This makes sure that if a contact has a first name provided, we address them by it. If no first name is present, we simply say “Hi” (not as exciting, but still effective!).

The features! What about the features?!!

Above the body text editor, you’ll find a whole slew of customization options for your email. You can change the font size, color, and style. You’ll also be able to add links and images. Heck, you can even turn images into links - but settle down there… let’s cover the basics first. =)


First, let’s look for the little icon that looks like a chain link - it looks like this:

Clicking that will bring up the link box where you can enter a URL and create the hyperlink.

Pro Tip: You can turn words, or even images, into links by highlighting them prior to clicking the link button. That way we can turn words like “Click Here” into a link without displaying the link itself. Kinda like this!


Next up, we’re going to add an image. You’ll want to look for the icon that looks like a Polaroid picture - it looks like this:

Clicking this icon will bring up the window where you can upload an image. Click the Choose File button, select the image, then click the Send it to the Server button. After you see the preview of the message, you can click OK to load it into your email!

You did it!

Step 6: The Settings (Da Da Daaaaaaa!)

Finally, we’ll want to choose our send settings for the email itself. Underneath the email, there is a drop-down menu with two options: Opt In and Send After - Date/Time.  Let’s look at both.

Opt In:

Here, you’ll find two options: ASAP and Campaign Settings. Selecting “ASAP” will ensure the message sends as soon as someone is attached to this campaign - great for the initial email in a campaign. Selecting Campaign Settings will open up some more options for you to choose from.


You’re able to not only pick the days of the week that your message will send, but also a time range, as well as specific days or hours to send the email after the contact has been attached to the campaign - neat stuff!

Send After - Date/Time:

This option allows you to send at a certain date and time - enough said! =)

Pro Tip: You’ll be able to edit a message again in the future at any time, but be sure to start a conversation rather than sending another marketing email.

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