Summary

As with many of the pages, we offer advanced filters to allow for more precision when looking for certain statistics or locating a subject.

Step by Step

admin > email marketing tab > funnel/filter icon

1. To access the advanced filters, first select the Email Marketing tab

2. Click the filter/funnel button

Definitions/Context

• Campaign Name: Title given to campaign of any type (Drip, Blast, Etc.)
• Campaign Type: Is the desired campaign Drip or Blast?
• Type: Is this campaign Company wide available, personal to one agent, or owned by the current user?
• Company: Is this layout specific to the overall company, a specific team, or specific office?
• Agent: Is there specific agent that a layout is assigned to?
• Status: Is the campaign active, scheduled, paused, draft, or delivered?
• Delivery Date: Is there a specific date that this campaign was set to contact a client

How does this differ for agents?

The marketing tab is accessible to admin, broker, and agent level users.