James Ibanez

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Articles

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  • How to Manage Categories (for Email Content & Layouts)

    Custom categories can be created to better organize your Email Assets. Use categories to filter, sort or manage your Layouts and Email Content. These categories will then make it easy to find your ...

  • How to Create and Send Single Email Campaigns

          Path: Marketing > Campaigns > Create Event > Single Email    1. Go to Marketing > Campaigns  2. Click “Create Campaign.” 3. Select a campaign type, "Single Email Campaign." 4. Name the ca...

  • How to Create and Use Drip Campaigns

      Path: Marketing > Campaigns > Create Campaign > Drip Campaign > Select          1. Go to Marketing > Campaigns > Drip Campaign. 2. Click “Select” 3. Name the Campaign. 4. Select the lists to w...

  • List and Card views for Marketing Templates

    Path:  Marketing > Email Content You can now view marketing templates in a card view, in addition to a list.  The page defaults to the list, but now, you can click on “Card View” and see previews o...

  • How to Create a New Layout

    A layout is the skeletal outline of the email, consisting of placeholder components for you to add content to later on. This is a broker/admin only function and is useful for creating a basic struc...

  • How to Create New Email Content

    You will use Layouts (created by the admin/broker) in the platform as a foundation to create your email structure, but you'll need to use Email Content to add in the body of the email and personali...

  • How to Create a Smart List

    After you've built a List under the Marketing tab, you can automate the segmenting of your Leads by using Smart Lists. Smart Lists leverage our lead search functionality to automatically create and...

  • How to Create a Marketing List and Add Users to the List

    All good marketing experts know the first question when starting a marketing campaign is "Who is your target audience?" A marketing list allows you to establish who you will be contacting with your...

  • How to Test an Email

    Path: Marketing > Campaigns > Drip Campaigns or Marketing > Campaigns > Single Email Events On this page you will have the ability to send a test email for any of your unsent Newsletters or any Dri...

  • Sharing a Page to Child Sites

    Path: Content > Pages > Create New > Share to Child Sites   On a brokerage's parent site, when creating a new content page, the page can be shared down to the brokerage's child sites (agent or offi...