Search help articles, videos, and more!

Search results for:Smart Campaigns

[BoldTrail] A Complete Guide to Smart Campaigns

Learn more about Smart Campaigns and utilizing BoldTrail automation!… How to Access Smart Campaigns… How to Share Smart Campaigns

[CoreHome] Shareable Home Ownership App Smart Campaigns

To learn more about Campaign Sharing, click here… Purpose: 78-day campaign to get contacts to download and use the Homeownership App… {site_url}/holp/app - {agent_first_name} Purpose: 180-day Campaign to Share Homeownership App with

[Marketplace] How to Use Voicemail Drop with Smart Campaigns

Learn how to seamlessly integrate your Voicemail Drop subscription into your lead nurturing plan by using Smart Campaigns… Find the Smart Campaigns tile and click Manage Campaigns. 4… From the Templates tab of the Smart Campaigns section, click on 'My Campaigns'. 2

[Onboarding - BoldTrail] Automate Communications

Smart Campaigns… Automated communications include: Search Alerts Smart Campaigns Market Reports… There is a Smart Campaign for every type of contact - get creative!

[BoldTrail] About Mobile App Tasks Manager

The tasks set by yourself, or your smart campaigns, or by BoldTrail can be managed and completed within the mobile app

[BoldTrail - Admin] Scope Levels Overview

Smart Campaigns… A scope is a drop-down list of your entities for certain tools, like Lead Routing Rules and Smart Campaigns… Those include: Smart Campaigns Lead Routing Rules Search Alerts that are auto-assigned

[BoldTrail] Best Practices for Transferring Data Between Two BoldTrail Accounts

Sharing Smart Campaigns… Using Smart Campaign Shake Tokens you can transfer your campaigns from your original BoldTrail account… You put a lot of effort into building the best campaigns for your contacts and it’s important that you

[BoldTrail] Lead Types Overview

Lead Types and Smart Campaigns… For more information on Smart Campaigns, click here… Related Articles Lead & Contact Statuses How to Import Your Leads A Complete Guide to Smart Campaigns

[BoldTrail] How to Disable Automatic Emails, Reports & Texts for a Contact

How to Disable Smart Campaigns, Market Reports, Seller Reports Reports, and Search Alerts… you may want to turn behavioral follow-ups or other auto communications (such as Search Alerts and Smart… Campaigns) for individuals

[BoldTrail - Admin] Super Account Campaign & Template Sync

As a Company Admin, you may want to push your custom marketing materials (templates and Smart Campaigns… The Campaign History section is available on all Smart Campaigns, in all accounts… Please Note: This is only available for Smart Campaigns (not for individual templates)