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

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

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.

To add the Campaigns to your library for use, click the 'Add to My Library' button on the right-hand side.

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

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.

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

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

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.
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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).

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

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 lowest and most specific 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.

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 :

Advanced Trigger Logic

IS: The field equals the value

IS NOT: The field is not the value

ONLY: The campaign will only trigger for the lead if they only have the hashtags listed there, no more and no less

MUST: The lead must have all of the hashtags listed (but could also have more)

'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.

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.
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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>
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Scenario 1: New Buyer lead from website

Scenario 2: New Buyer lead from Zillow

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

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.

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!

After clicking 'Next' you can choose the contact type.
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Pick the type that you want to be set in order for this campaign to be assigned.

The contact type can be set either automatically or manually in kvCORE. In this step, 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 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
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Scenario 1: New Buyer lead from website

Scenario 2: New buyer lead from Zillow

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.)

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

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

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

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!

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.

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

TIP: The 'Always Run' setting for Smart Campaigns does not apply to date-based campaigns so if a campaign is already assigned to a contact, your date-based campaign will trigger without issue.

Please Note: If a lead is added to a date-based campaign after the campaign has
started, the remaining campaign actions will still apply to the lead. This includes if run-annually is turned on.

Keep in mind, if you have a birthday or anniversary Date-Based Campaign the birthday or anniversary Behavioral Automation text will not be sent. Only one will be received by the contact.

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

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

To add your own template you can create them from the Templates tab, or directly from the Campaign you're building.

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 Template

For more information on merge tags, click here.
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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.
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​To learn more about the advanced email editor, click here.
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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.

Text templates have a limit of 220 characters. SMS signature and opt-out language do not count towards the 220-character limit!

Please Note: To ensure compliance with anti-spam laws and protect users, kvCORE limits the number of mass texts or campaign texts that can be sent to a lead to one per day. Smart Campaign text actions must be spaced 24 hrs apart.

Smart Campaign/Mass Text Limit

Mass/ Smart Campaign texts will be limited to one per lead per day. In the event of multiple texts scheduled to be sent within that same day, any attempts after the first will not be delivered and a note will be added to the lead's timeline indicating the send failure.

Task Template

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

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.

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.

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!

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.

Cloning Templates

There 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 to 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.
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Inline Editing

In this video, we will show you:

All without having to leave the campaign screen!

Frequently Asked Questions

My Company has locked a campaign - can I edit the campaign actions from within the campaign?

No - locked campaigns cannot be edited by the user. You will need to clone and edit the campaign copy. For more information on cloning campaigns, click here.

How can I edit and save a template for all campaigns?

From within a campaign, update the template as desired and select the checkbox next to ‘Save over current template’. After confirming, this will save the template for all current and future campaigns.

How can I save a new template that I’m editing?

While editing a template from within a campaign you can save the template for future use. Just update the title, make sure the checkbox next to ‘Save over current template’ is unchecked, and save.

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

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

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

 Add a Tag Action

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

Remove Tags

Status Action

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

Webhook Action

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

To learn more about webhooks, click here.

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

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.

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.
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When you open a Campaign that you've added to your Campaign Library, you'll notice all of the actions in that Campaign.

This 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.

If you want to know that a Campaign has ended, you can add a 'task' action as the last action in the campaign which will inform you it's come to a close. You can add a task action by clicking the '+ Add Action' button and selecting 'Task' from the dropdown.

The task you create should easily let you know that the Campaign is coming to an end. In this case, there is a task template specifically indicating the Campaign is ending. To learn more about creating templates, click here.

If you can edit it, you can share it! If you do not have edit permissions you will not be able to share the campaign.

Not necessarily! Campaigns can take up to 15 minutes to appear in your account. After 15 minutes if you're not seeing the campaign please log out and back in to refresh your account.

You'll know the process is finished when the campaign is visible in your library. You will also receive an email linked to your kvCORE account.

Yes! The campaign will appear in your library as 'original campaign name (copy)'.

Not at this time. Unfortunately, Lender accounts do not have the ability to share campaigns.

Yes - any campaign a user can edit they can also share. This means that if you share a campaign with an Agent they then have the ability to share it with whomever they like.

While the Agent can use the campaign, the Voicemail Drops will not send to their contacts. They would need to purchase a Voicemail Drop subscription and upload their own voicemails.

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.
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You can manually assign a campaign by clicking on the add link and selecting an available campaign from the list.
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Clicking the pencil icon next to an assigned campaign allows you to edit the progression of that campaign.
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Choosing to pause, remove, or restart a campaign will add an event to the contact's timeline.
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The logic behind campaign pauses and resumes can be counterintuitive. When a campaign is paused, all actions that would have otherwise occurred during that period are essentially frozen. Once the campaign is resumed, the "timeline" continues from the point at which it was paused, but the days skipped during the pause do not affect the schedule of subsequent actions.

Occasionally, the need may arise to assign a Smart Campaign to multiple contacts at once, like adding the Open House campaign to a group of contacts you just imported from a sign-in sheet or assigning the Past Client campaign to a list of buyers and sellers you have helped in the past and want to ask for referrals from.

When mass-assigning a Smart Campaign, you will first need to be logged into your kvCORE account.

Once an Active Lead turns into a Client you should change the Smart Campaign that they are on otherwise your communications with them may be hindered by the automated messages that lead-specific campaign is still sending to them.

Two new notes will also be added to the Timeline saying the old campaign was removed and the new one was applied.

TIP: Generally, it is a good idea to create a Smart Campaign for each main stage a contact will go through in your pipeline:

Although it is strongly recommended that you assign a 'Closed' or 'Past Client' Smart Campaign to continue building your referral network, there may be instances where not having a campaign assigned is necessary after you have helped your Client buy, sell, or invest.

You may also need to remove a campaign from family members or friends that were imported with a Smart Campaign applied on accident.

The contact's record will automatically refresh to display 'No campaigns' and a new note will be added to the Timeline saying the campaign has been removed.

If you set up your Smart Campaigns to trigger based on a contact's status, you can use the statuses to control which campaigns are assigned to a contact.

In addition, you can leverage Behavioral Automation to automatically replace or remove Smart Campaigns.

When you create or edit a Smart Campaign, there is an option to set up a Trigger that causes that particular campaign to automatically assign itself to a new contact in your Smart CRM.

Setting up a campaign this way means that any time a contact's status is changed, the existing campaign (if any) will be replaced by the campaign that has the new status as a trigger.

For example, if you have a Smart Campaign that triggers on the New Lead status and another Smart Campaign that triggers on the Client status, any time a New Lead is entered, that campaign will automatically assign itself to that contact.

Then, if you change that New Lead's status to Client because you won their listing the existing New Lead campaign will be automatically replaced by the Client status campaign you have waiting in the wings.

In your Behavioral Automation settings, there is a toggle to enable an automatic status change from 'Prospect' and 'New Lead' to 'Active Lead' when a Prospect or New Lead responds to communication.

If you have a Smart Campaign that triggers on the status of 'Active Lead', it will automatically assign itself to any contacts whose status changed due to this automation setting.

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.

In the Campaign History section, you can view the sync history for an individual Smart Campaign by clicking on the name of the campaign and going to its details page.

This new Campaign History section is available on all Smart Campaigns. Campaign History when and by whom any of the following actions were done for a campaign:

There are a few scenarios in which an "unknown user" can show here - if the user doesn’t exist at all, has no first and last name in their My Profile, or does not exist in that account (in the case of super account-synced campaigns/default campaigns) can all lead to "unknown user" shown.

Please Note: This feature is only available for Smart Campaigns, not for individual templates.

Related Content

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)