Article Sections

How to Access Smart Campaigns

How to Plan Your Campaigns

Your Campaign Design

How to Use the Campaign Libraries

Creating/Editing Campaigns

Campaign Settings

Create a New Campaign

Step 1: Campaign Logic

Step 2: Designed For

Step 3: Set Details

Step 4: Review & Add

Templates & Campaign Actions

Creating Templates

Managing Templates

Campaign Actions

How to Share Smart Campaigns

Manually Assigning, Pausing, or Restarting Campaigns

Deleting a Campaign

How to Access Smart Campaigns

You can access Smart Campaigns by hovering over the 'Marketing' tab. Then, select 'Smart Campaigns'.

How To Plan Your Campaigns

Campaigns in kvCORE are very detailed.

They can control just about everything that happens from when a contact is created first created, to when they close on a home.

Each time you think of a way to handle a contact, chances are you can incorporate that plan into a campaign. The goal is to automate as much as possible with your contacts so that you can use your time to do the kinds of things that computers cannot.

In order to do this successfully, you need to first know about the two main campaign triggers. There are many other combinations of triggers that exist, but since we're just getting started we'll focus on these.

 

Your Campaign Design

You should always have a basic campaign that is aimed at a wide audience. These wide audience campaigns are the default campaigns already built for you in kvCORE.

They can apply to pretty much all of the new Buyers and Sellers that may sign up on your kvCORE website.

To get started, you need to clone the Default New Lead - Buyer and Default New Lead - Seller to your personal campaign library.

Once those are copied in and activated, you will have a good foundation to start from and can start thinking about what other campaigns you want to use or design. 

How to Use the Campaign Libraries

On your Smart Campaigns page, there are two main sections.

 

kvCORE Library  

The kvCORE Library contains all of the pre-built campaigns designed by Inside Real Estate. These campaigns have been thoroughly tested and are IRE's best take on an effective campaign for the given contact type.

To review what's in the library, click the 'kvCORE Library' tab at the top.

Copy/Clone a Campaign

The best way to get started with campaigns is to copy an existing campaign out of the kvCORE Library. That will give you something to start with that you can modify or personalize to your particular needs or taste.

In the kvCORE Library list, you can click on a campaign name to review its contents.

You can copy the campaign to your personal library, using the clone button on the right side.

Clicking on 'Clone Campaign' will open up the campaign wizard with all of the options pre-filled in. 

Because you are making a copy, you can skip the 'Campaign Logic' and 'Designed' settings pages. 

To do so, click on tab #3: 'Set Details' and change the name of the campaign to something your own.

 

Something like 'My Default Buyer' would be appropriate.

Click on 'Next' at the bottom of this tab, then click on 'Finish' on the final section.

 
Instead of clicking on the campaign name to clone the campaign, you may also use the 'Add to My Library' button at the far right of each campaign.

 

My Campaigns

This is where all of your own campaigns are stored when you create them from scratch or copy the system campaigns.

To edit a campaign, click on the campaign name. You will then see the editing controls for the campaign to the right.

Please Note: If you wish to edit a campaign that has been provided to you by your Broker (Usually the Default Campaigns) you will not be able to edit this campaign if you are an Agent, however, you can clone the campaign and create your own copy which you can then edit.

To enable or disable a campaign, use the switch under the status column to the far right of each one. If a campaign is toggled off (grey) the campaign cannot and will not be assigned to contacts.

If you disable a campaign, it will never be automatically assigned to any contacts.

 

Mandated Campaigns

 

When you see that a campaign is 'Locked,' it means that the campaign will run for your contacts that meet that criteria. Typically these will come from your Team or Office Administrator. The campaign will always activate for the contacts that match the criteria unless of course, you modify the contact that qualifies it for a more specific campaign. Typically, there are default campaigns that are designed to handle basic new Buyers and Sellers that sign up on your kvCORE site so that you don't need to design a campaign right away. You will learn more about Campaign Specificity later in this article.

Dark Padlock - Campaign created at the Administrative level that will run for the contacts that match the criteria of the campaign.

Open Padlock - Campaign created at the Agent or Administrative that is not mandated.

 

 

Creating/Editing Campaigns

Whether you are creating or editing a campaign, you need to know that campaigns have two parts.

  1. Campaign Settings: Dictate when the campaign starts, and other details such as its name or whether or not it is shared with other kvCORE users.

  2. Campaign Actions: The individual events that occur within the campaign. For example, if you want a text message to go out on day 5 of a campaign, that is a campaign action. Or if you want to change the status of the contact from Active Lead to Sphere at the end of the campaign, that is also a campaign action.

Generally, you start with campaign settings, then you add your campaign actions (emails, texts, etc.) to it. They are managed separately.

 

Campaign Settings

To edit the campaign settings of an existing campaign, click on a campaign name within 'My Campaigns', then click 'Edit' on the right side. Then, skip to Step 2 below.

Please Note: If you wish to edit the campaign settings of a campaign you did NOT build you'll need to clone the campaign before you can edit it.
 

Before you can add any email, texts, tasks, or any actions to a campaign, you must first name it and tell kvCORE when you want it to run (using the campaign settings).

Create a New Campaign

Navigate to 'My Campaigns' and find the '+ Add Campaign' button at the upper right.

 

 

Step 1: Campaign Logic

 

Campaign Scope - Admins Only

Please Note: Admins will have the ability to choose a campaign scope. They will have access to the entity of which they are an Admin (Team/Office/Company) and the Agents who fall under that entity.

The first thing you will set as an Admin is the campaign scope.

The scope tells kvCORE who has access to the campaign. If you set the scope of the campaign to a group such as a Team, or Office, the campaign will be triggered for that entire group's contacts if toggled on.

  

Please Note: If two campaigns may be triggered at the same time, the campaign with the higher-level scope will be added to the contact/lead. The scope hierarchy is Company > Office > Team > Agent.

Each agent who is a part of that entity will see the campaign in their library, and who configured it.

TIP: Depending on how you want to organize your Teams or your Office, please make sure to bring all of your teammates onto the same page by making them aware of the campaign that will be running. They can then create their own campaigns to fill in the gaps for the tasks they want to accomplish or the messages they want to send.

Next, you will see the options on how you want your campaign to be triggered.

You must pick one of the three standard triggers, or use the advanced triggers.

 

Campaign Triggers

Standard Triggers

  • Lead is New: The campaign is added to all "New Lead" contacts that get added to the system. This is your standard type of trigger where you want the campaign to be assigned to New Leads after they register on your site from an advertisement or any other lead funnel source.

  • Contact is Transferred: The campaign is added if a lead is transferred from one user to another. For example, if an ISA transfers a contact to an Agent, this could trigger an Agent-specific campaign.

  • Moved to Hashtag: The campaign is added if the lead gets the specified hashtag assigned to it. This is very useful when you have a particular campaign intended for a particular kind of contact. If that person was generated from realtor.com, for example, and you had a specific realtor.com campaign you wanted to use, you would utilize the hashtag that you know would be assigned to those contacts.

  • Specific Date Occurs: The campaign is added based on a date such as a birthday home purchase anniversary, or specific date or your choosing. You can also add a qualifier (optional) such as a specific hashtag, source, etc.

 

Advanced Triggers

Using advanced triggers you can create the specific conditions under which the campaign should be added to the intended contact.

It's especially useful when you want to assign a campaign based on a status, but not if a certain hashtag is assigned. There are many ways you can control the flow of campaigns here.

For example, if you want to assign the campaign when a lead is a particular status, but NOT when they have a particular hashtag, you can add the following trigger.

A common use for this is creating campaigns for specific advertising sources. For example, if you wanted only your New Zillow Leads to be on the campaign, you would use :

  • Status IS New Lead 

  • Hashtag IS Zillow

'I Do Not Want a Start Trigger'

You have the option not to apply a start trigger. This means the campaign will NEVER be automatically applied to a contact. However, you can manually assign it (if enabled) to the contacts you'd like it to run for.

Always Run

Select whether or not you want this campaign to always be assigned on top of other campaigns if the assignment criteria are met. Yes, this DOES mean that multiple emails or texts can be sent by different campaigns on the same day. Use with caution and planning!

Campaign Specificity: Always Run

This feature will add an additional campaign to the contact (beyond one campaign) if they match the criteria for the campaigns.

Campaign Examples:

Campaign 1: New Lead, Buyer, Source: Zillow <ALWAYS RUN OFF>

Campaign 2: New Lead, Buyer <ALWAYS RUN OFF>

Campaign 3: New Lead <ALWAYS RUN IS ON>

Scenario 1: New Buyer lead from website

  • Matches both #2 and #3.

  • Most specifically matches #2, therefore Campaign 2 is assigned.

  • Also matches #3, which has ALWAYS RUN on, so that is assigned as well.

Scenario 2: New Buyer lead from Zillow

  • Matches #1, #2, #3.

  • Most specifically matches #1, therefore Campaign 1 is assigned.

  • Matches #2, but ALWAYS RUN is off.

  • Also matches #3, which has ALWAYS RUN on, so that is assigned as well.

Please Note: If two campaigns may be triggered, and both also have always run turned on, both campaigns will be assigned.

Locked

If you are adding a campaign at the admin level for your team or office, locking a campaign will force it to run for all the agents' contacts within that team or office if they meet the criteria. If left unlocked, agents can move those contacts off of the campaign either manually or by changing the organization of the contact.

Statuses, and Hashtags Review

kvCORE Statuses

Sphere: Contacts you know, who may or may not be searching for real estate.

Prospect: Contacts you've met or have information for, who you want to convert into a real estate lead. They are not actively searching right now, and your efforts are directed towards getting them to do so.

New Lead: Contacts who have signed up on your website, either from an ad or some other lead source, such as an email import.

Active Lead: Contacts who are actively returning to your website to view properties. Leads who respond to communication who have not responded before will automatically default to active status when they respond the first time (if not within the first 2 minutes of the lead's creation in the CRM).

Client: Contacts you are actually working with, and showing homes, etc.

Contract: Contacts who are in the buying or selling transaction process. **If a transaction management system is integrated with kvCORE (ex: DotLoop, Skyslope, or DocuSign) and a contact matches, their status will automatically update and indicate that they are tied to an existing transaction.**

Closed: Contacts who have completed a transaction. **If a transaction management system is integrated with kvCORE (ex: DotLoop, Skyslope, or DocuSign) and a contact matches, their status will automatically update and indicate that they are tied to an existing transaction.**

Archive: Contacts you don't intend to work or communicate with. Moving a contact to this status will unsubscribe them from any further automated communication.

Each time a status is changed or assigned to a contact, it can trigger a particular campaign to be assigned.

kvCORE Hashtags

A hashtag is a label that you can affix to a contact. It's completely free-form and can give you a more granular organization of your contacts if you wish it.

There are many ways hashtags can get added to contacts, but the most basic way to do it is to open a contact record and add a hashtag to the 'Hashtag' section on the left of the profile.

As with statuses, hashtags can also dictate which campaigns are assigned to your contacts.

The main idea is that as you manage and organize your contacts (change their statuses and hashtags), the system can automatically change the campaign they are on to the most relevant one. This will save you thousands of emails and text messages over time!

Step 2: Designed For

After clicking 'next' in the Wizard, you can choose the contact type.

Pick the type that you want to be set in order for this campaign to be assigned.

Contact Type

The contact type can be set either automatically or manually in kvCORE. In this step of the wizard, the contact type you choose here will affect whether or not a campaign is assigned, just like triggers in Step 1. If you are unsure if you don't want to restrict the automatic assignment of the campaign, select 'ALL' at the bottom.

Normally when a contact signs up after browsing residential homes for sale, their type is set as Buyer. Or if they register from the 'Sell' page on your kvCORE site, they could be set as a Seller.

Please Note: You can also set the type yourself when viewing a contact.

A combination of the type and the triggers you chose in the previous wizard step will determine the conditions that cause this campaign to be assigned to a contact or not.

Considering how many possible combinations of triggers and types there are, kvCORE can handle any situation you want to throw at it.

 

Campaign Specificity - Lead Types

Contacts have one campaign they can be assigned to. If they qualified (based on trigger and type criteria) for multiple campaigns, they are assigned the most specific campaign where the most criteria/triggers are met.

Campaign Examples:

Campaign 1 triggers: New Lead, Buyer, Source: Zillow

Campaign 2 triggers: New Lead, Buyer

Campaign 3 triggers: New Lead

Scenario 1: New Buyer lead from website

  • Matches both Campaign 2 and Campaign 3.

  • Specifically matches all the triggers in #2, therefore Campaign 2 is assigned.

Scenario 2: New buyer lead from Zillow

  • Matches campaigns 1, 2, and 3.

  • Specifically matches all the triggers in #1, therefore Campaign 1 is assigned.

Please Note: In a situation where you have two campaigns that have the same triggers, the one with the higher scope is always selected. The hierarchy for scope is Company > Office > Team > Agent. If there is still a tie, the campaign with more matching triggers is selected (as outlined above.)

Step 3: Set Details

Upon clicking 'Next' after choosing contact types, you can set the miscellaneous details of the campaign in step 3 of this Wizard.

Campaign Name

Set this as you would like it to appear under 'My Campaigns'.

Description

Set this as you would like it to appear when reviewing your campaign details.

Always Run

Select whether or not you want this campaign to always be assigned on top of other campaigns if the assignment criteria are met. Yes, this DOES mean that multiple emails or texts can be sent by different campaigns on the same day. Use with caution and planning!

Locked

If you are adding a campaign at the admin level for your team or office, locking a campaign will force it to run for all the agents' contacts within that team or office if they meet the criteria. If left unlocked, agents can move those contacts off of the campaign either manually or by changing the organization of the contact.

Step 4: Review & Add

Upon clicking 'Next' from Step 3 of the campaign wizard, review the details you set and click on the green 'Finish' button on the bottom left.

 

Templates & Campaign Actions

Templates and campaign actions are the communications that your contacts will actually receive.

  • Templates are like canned responses. You can write them out ahead of time, and then you can insert them into a campaign as a campaign action.

    • Please Note: Before you can create campaign actions, you must have your templates written out ahead of time.

  • Campaign actions are scheduled events in a campaign. Campaign actions can start immediately and can end 720 days from the date of the campaign assignment. In other words, any text message, email, task, call, status change, or hashtag change in between those two extremes can be scheduled in advance.

 

Creating Templates

Templates are pre-written messages, reminders, or calls that can be scheduled to send in campaigns with Campaign Actions.

You can access your templates at any time by clicking on the templates tab within the Smart Campaigns page.

Basically, any messages or tasks that you send or do on a regular basis should be saved as a template. These are also known as canned responses. First, you can create the ones you need, then you can schedule them within a campaign. 

The different collections of templates that you have access to, or that you've created will appear within each appropriate tab.

How to Add a New Template

To add your own template to choose from, click '+ Add Template' to the right.

Email Template

Create an email that you want your campaign to send automatically for you. Emails can be sent from kvCORE to you, or from you to your contact. Email templates can be one of two types, basic or advanced.

  • Basic emails are mainly text. They can include variables known as 'merge tags' which kvCORE will use to automatically insert things like, the contact's name.

  • Advanced emails are HTML-based and can be designed with images, colors, videos, and more.

Basic Template

  • Template Name - Give your template a unique name so you can find it in the future by searching.

  • Template Scope - As an admin, select the scope that can "see" this template. For example, setting the scope to an office will share that template with the agents in that entire office.

  • Content - This is where the body of the message goes. The basic editor for formatting the content has the essential features for formatting, which includes what are called 'merge tags'. Use merge tags to insert placeholders that will auto-populate with data when the email is sent.

For more information on merge tags, click here.

Advanced Template

You can click on the 'advanced editor' button to switch to the advanced email editor. This will allow you to create HTML-based emails that can be designed with images, colors, videos, and more.

Please Note: If you add content and then switch editors your work will be lost. If you've been working out of one editor and decide to switch to the other copy and paste your work into a document for safe-keeping.

To learn more about the advanced email editor, click here.
 

SMS Template

Create a text message that you'd like to be sent automatically as part of a Smart Campaign. Texts can be sent from kvCORE to you, or from you to your contact.

  • Template Name - Give your text message a name so you can find it in the future.

  • Template Scope (Admin Only) - Access level of the template. If you're an Office Admin and select your Office, for example, every agent in your Office will be able to use the template.

  • Content - The text message itself.

    • TIP: Try to limit the size of the message for better response rates.

Task Template

Tasks are 'reminders' that you will see in your task list on the dashboard each day.

  • Template Name - Give your task a name so you can find it in the future.

  • Template Scope (Admin only) - Access level of the template. If you're an Office Admin and select your Office, for example, every Agent in your Office will be able to use the template.

  • Title - The title of the task that will be displayed in the task list when it is due to be completed.

  • Content - The content of the task is a message that describes the task that should be done. 

  • Assign to - Who the task will be assigned to.

    • 'Assigned Agent' is the default value. It means "Assign this task to the Agent who is assigned to this contact."

    • 'Let Me Choose' (Admin only) gives you the option to assign the to be completed by another agent in your Company. When you assign a task to someone other than the Agent who is assigned to the contact, the contact is automatically shared temporarily while the task is due to be completed. After the chosen Agent completes the task, the lead is un-shared with them.

      • Please Note: You will choose the Agent once the task has been added to a Smart Campaign, NOT when creating the task.

      • This option is only available to Admins.

Call Template

Calls are scheduled with campaign actions, and they are added to the daily call list. You use the dialer to complete them in kvCORE.

  • Template Name - Give your call a name so you can find it in the future.

  • Template Scope (Admin Only) - Access level of the template. If you're an Office Admin and select your Office, for example, every Agent in your Office will be able to use the template.

  • Content - This will show up as the reason for the phone call when it is due in the calls list. This is where you want to provide the details you'll need to understand why kvCORE is asking you to call the contact.

Webhook Template

Webhooks are interesting in that they can trigger things to happen in real life or in other programs automatically. For example, if you are creating a campaign for Seller leads, and you want to send them a postcard automatically to the address they used to get a property valuation, you could do that with a webhook URL from a third-party who sends postcards.


To learn more about webhooks, click here.

  • Webhook Name - Give your webhook a name so you can find it in the future.

  • Webhook Scope (Admin Only) - Choose who can see this webhook in the templates list.

  • URL - Paste the base URL+Auth Key of your webhook here. 

  • MLSID - This only shows if you select a listing query parameter below.

  • Query Parameters - enter the name of the query string parameter that will be used in your URL and then select which value it should equal to in the drop-down menu. The query string parameter name will be the name expected by your webhook.

  • + Add Query Parameter - After adding your first parameter, the 'Add' link will show.

CORE Voicemail Drop Template

If you subscribe to CORE Voicemail Drop you can add a ringless voicemail to your Smart Campaigns in order to make them more personal!

  • Recording Name - Give your Voicemail Drop template a name

You can make a new recording or upload a recording by scrolling down.

To learn more about adding Voicemail Drops to Smart Campaigns click here.

Managing Templates

Cloning Templates

Thre are times when it's a good idea to make a copy of a specific template you want to edit instead of changing the original, especially if it can affect more than one campaign.

To do so, you'll want fo first find the template you want to make a copy of, and click the 'Clone' button to the right of that template.

In the edit modal that appears, you can change the name of the template, scope (Admins only), and content. Once you're satisfied click 'Clone Template' on the bottom left.

Once it's cloned, you'll be able to find it the next time you edit or add an action to your campaign.

The templates that you've created yourself you may manage. You can clone any template that you can see, but you can only edit or delete templates you've created.

 

Campaign Actions

When you open a campaign that you've cloned from the kvCORE Library, or created yourself, you'll notice on the left-hand side, all of the actions in that campaign.

The actions table tells you when the action is triggered, the name of the action, what kind of action it is, and from who to who the action is sent or assigned. There is also a button to edit and delete the action.

Adding Action Types

To add an action, click the green '+ Add Action' button on the top right of the table.

Email Action

  • Name - Give your action a name to be displayed in the list of events in the campaign.

  • Template - Choose a previously created email template. This is the message that will be sent.

  • View This Template (toggle) - Show the contents of the selected email template.

  • From - Select where the email will come from: either the Agent, Lender, or System. Agents and Lenders can only send emails to contacts, whereas the System can only send emails to Agents and Lenders.

  • To - Select the recipient of the email message, the selection depends on who the email is coming from.

  • Run Immediately (toggle) - Send this email as soon as the campaign is assigned to a contact.

  • Time Unit - Select the amount of time to wait before the email should be sent in terms of hours, minutes, or days.

  • Time Value - Select the amount of Time Unit to wait before the email should be sent.

Call Action

This is a scheduled call for you to make that will appear on your dashboard or in your task list.
 

  • Task Reminder - Schedule the call

  • Call Me - kvCORE will call your cell phone, and when you answer you will be prompted if you want to connect to your contact. Then, the system will hand off the phone call to you after dialing the contact on your behalf.

    • The system never speaks to the contact.

    • Selecting 'Call Me' will remove all other options for a call task.

    • You'll be prompted to choose the number of phone calls you will receive from kvCORE over a period of 3 days. Each time the contact does not answer the phone or you get voicemail, the system will try again later, automatically, until the entered number of attempts is reached.

  • Name - Give the phone call event a name to be listed in the campaign actions list.

  • Template - Select a previously created call template. 

  • View This Template (toggle) - Toggle to view the contents of the template.

  • From - The only option is 'System' because only the system can assign calls to Agents or Lenders.

  • To - Select Agent or Lender, whoever the call should be assigned to.

  • Run Immediately (toggle) - Schedule this call to be completed as soon as the campaign is assigned to a contact.

  • Time Unit - Select when you want this action to execute in terms of minutes, hours, or days.

  • Time Value - Select exactly when you want this action to execute. These values are dependent on what time unit you selected. For example, days range from 1 to 720. Minutes range from 1 to 60, etc.

SMS Action 

This is a text message sent by kvCORE to the recipient indicated.

  • Name - Give your action a name to be displayed in the list of events in the campaign.

  • Template - Choose a previously created SMS template. This is the message that will be sent.

  • View This Template (toggle) - Show the contents of the selected SMS template.

  • From - Select where the SMS will come from (via your smart number): Agent, Lender, System.

    • Agents and lenders can only send SMS to contacts.

    • The system can only send SMS to agents and lenders.

  • To - Select the recipient of the SMS message, the selection depends on who the SMS is coming from.

  • Run Immediately (toggle) - Send this SMS as soon as the campaign is assigned to a contact.

  • Time Unit - Select the amount of time to wait before the SMS should be sent in terms of hours, minutes, or days.

  • Time Value - Select the amount of Time Unit to wait before the SMS should be sent.

 Add a Tag Action

This action adds a hashtag to the contact assigned to this campaign.

  • Name - Give your action a name to be displayed in the list of events in the campaign.

  • Add Tag - Add the hashtag you'd like added to your contact. 

    • Please Note: It is possible for the tag to trigger a new Smart Campaign. Plan accordingly!

  • Run Immediately (toggle) - Send this SMS as soon as the campaign is assigned to a contact.

  • Time Unit - Select the amount of time to wait before the hashtag should be applied in terms of hours, minutes, or days.

  • Time Value - Select the amount of Time Unit to wait before the hashtag should be applied.

Status Action

This action changes the status of the contact assigned to this campaign.

  • Name - Give your action a name to be displayed in the list of events in the campaign.

  • Change Status To - Choose a status. When this action is triggered, the contact's status will be updated.

    • Please Note: A change in status can trigger a campaign change if one is found to apply

  • Run Immediately (toggle) - Change the status as soon as the campaign is assigned to a contact.

  • Time Unit - Select the amount of time to wait before the status change in terms of hours, minutes, or days.

  • Time Value - Select the amount of Time Unit to wait before the status is changed.

Webhook Action

This action triggers an HTML GET webhook to a third party.

To learn more about webhooks, click here.

  • Name - Give your action a name to be displayed in the list of events in the campaign.

  • Webhook Template - Choose a previously created webhook template.

  • View This Template (toggle) - Show the contents of the selected webhook template.

  • Run Immediately (toggle) - Activate the webhook as soon as the campaign is assigned to a contact.

  • Time Unit - Select the amount of time to wait before the webhook is activated in terms of hours, minutes, or days.

  • Time Value - Select the amount of Time Unit to wait before the webhook is activated.

CORE Voicemail Drop Action

This action sends a Voicemail Drop to a contact on the Smart Campaign.

  • Name - Give your action a name to be displayed in the list of events in the campaign.

  • Recording - Select the recording or add a new recording to use for the Voicemail Drop

  • View This Template (toggle) - If selecting a previous recording, show the contents of the selected Voicemail Drop template.

  • Run Immediately (toggle) - Send the Voicemail Drop as soon as the campaign is assigned to a contact.

  • Time Unit - Select the amount of time to wait before the Voicemail Drop should be sent in terms of hours, minutes, or days.

  • Time Value - Select the amount of Time Unit to wait before the Voicemail Drop should be sent.

Zapier Action

This action is designed as an alternative that is much easier to digest than webhooks. If you are familiar with Zapier, you can use this action to trigger a Zap!

To learn more about Zapier, click here.

  • Zap ID - This is an automatically generated ID that you will use in Zapier as a filter, to ensure the Zap only runs for the contacts in this campaign. 

  • Name - Give this Zap action a name.

  • Connection - Describe the app that you're intending this Zap to connect to and/or what you intend it to do.

  • Run Immediately (toggle) - Activate the Zap as soon as the campaign is assigned to a contact.

  • Time Unit - Select the amount of time to wait before the Zap is activated in terms of hours, minutes, or days.

  • Time Value - Select the amount of Time Unit to wait before the Zap is activated.

Once you create this campaign action and save the Zap ID, you can create the zap.

Task Action

This is a scheduled Task (reminder) that will appear in your task list in kvCORE.

  • Name - Give your action a name to be displayed in the list of events in the campaign.

  • Template - Choose a previously created task template.

  • View This Template (toggle) -

  • Run Immediately (toggle) - Schedule the task to be due as soon as the campaign is assigned to a contact.

  • Time Unit - Select the amount of time to show when the task should be completed in terms of hours, minutes, or days.

  • Time Value - Select the amount of Time Unit to wait before the task is scheduled to be completed.

  • Assign To (Admin Only) - Only shows on templates that have set the option to choose assignee. Assign this task to be done by an Agent. It could be yourself, or someone other than the contact assignee. If the task is assigned to someone who does not own the contact, the contact will be automatically shared with the assignee until the task is completed.

    • Please Note: This option is only available on tasks where an Admin has selected 'Let Me Choose' for the assignee.

How to Share Smart Campaigns

While there are many different Default Campaigns you can use within kvCORE, customizing and creating campaigns more specific to your business can be hugely beneficial. Now, not only can you benefit from customized campaigns, but other Agents you choose to share your campaigns with can as well.

  1. Hover over the 'Marketing' tab and select 'Smart Campaigns.

  2. Open a campaign you have edit access to

  3. Click the '+ Share Campaign' button.

  4. Once the pop-up appears click 'Yes'.

  5. Copy the Sharing Token from Campaign Settings

  6. Send this Token to the user you want to share the campaign with

Manually Assigning, Pausing, or Restarting Campaigns

When you click on a contact in your SmartCRM to reveal their details, their campaign assignment will be displayed on the right-hand side.

This is where you can see any campaigns which are assigned.

You can manually assign a campaign by clicking on the add link and selecting an available campaign from the list.

Clicking the pencil icon next to an assigned campaign allows you to edit the progression of that campaign.

 

Choosing to pause, remove, or restart a campaign will add an event to the contact's timeline.

When you pause a campaign, it pauses the timescale of the campaign as well. This means that no events will get skipped in your campaign as long as it is paused. When you un-pause the campaign, it will resume from when it left off. Restarting a campaign on the other hand re-starts it from day 0.

Deleting a Campaign

To delete or remove a Campaign you must do so from 'My Campaigns'. Select the campaign name which you would like to delete.

Once in the campaign overview, you will now have the option to remove the campaign from the campaign library.

You will then be prompted to confirm that you'd like the campaign removed.

Related Articles

Date-Based Smart Campaigns
How to Replace and Remove Smart Campaigns

How to Manually Assign, Pause, or Restart Smart Campaigns

How to Assign Smart Campaigns

How Can I Tell if My Smart Campaigns Are Set Up?

Hashtags Overview

Lead & Contact Statuses

Lead Sources

If you have any questions or need further assistance regarding Smart Campaigns, please reach out to Customer Support via the blue chat bubble to the right or by emailing kvcore@insiderealestate.com!

(Keywords: smart campaign, smartcampaign, campaign)

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