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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] Mobile App Task Manager
The tasks set by yourself, or your smart campaigns, or by BoldTrail can be managed and completed within the mobile app
[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 - 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] Lead Types Overview
Lead Types and Smart Campaigns… For more information on Smart Campaigns, click here… Editing Lead Type for Existing Campaign
[BoldTrail] Adding A Shared Smart Campaign to Your Library
Learn how to add a shared Smart Campaign using sharing tokens… Find the Smart Campaigns Tile > choose 'Manage Campaigns' ​ ​ Click the Paper Icon to the right… How to Add a Campaign to Your Library Using a Sharing Token
[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