There are many circumstances that require replacing or removing Smart Campaigns as leads move through your pipeline. New Leads need different nurturing than your current Clients and Past Clients while Active Leads should have a slightly different follow-up plan than your New Leads or Prospects.

Replacing and removing campaigns can only be done per contact, but it is super easy to do! You can also set kvCORE up in a way where campaigns are replaced or removed automatically.

Looking for information on creating or assigning a Smart Campaign? Click here!

Article Sections:

Manually Replacing a Campaign

Manually Removing a Campaign

Automatically Replacing or Removing Smart Campaigns

Contact Status

Behavioral Automation

Manually Replacing a Campaign

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.

  1. Log into your kvCORE account.

  2. Click on the Smart CRM tab to the left.

  3. Click on the lead's name that you wish to replace the campaign for.

  4. The 'Campaign' section will have a green check-mark icon next to it signifying they already have an active Smart Campaign assigned.

  5. Click on the current campaign's name to bring up the edit options.

  6. Click on the red "Remove" button.

  7. Click on the 'Add campaign' line and choose the new Smart Campaign from the drop-down that appears.

  8. Click the blue "Add" button to save and refresh the record's details.

  9. You will see the prohibition sign turn to a green check-mark icon signifying the new campaign has been added.

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:

  1. Sphere, Prospect, or New Lead (depending on how you generate contacts),

  2. Active Lead or Client (depending on how you push contacts through your pipeline).

  3. Closed (this would be a 'Past Client' follow-up).

Manually Removing a Campaign

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.

  1. Log into your kvCORE account.

  2. Click on the Smart CRM tab to the left.

  3. Click on the lead's name that you wish to replace the campaign for.

  4. The 'Campaign' section will have a green check-mark icon next to it signifying they already have an active Smart Campaign assigned.

  5. Click on the current campaign's name to bring up the edit options.

  6. Click on the red "Remove" button.

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.

Automatically Replacing or Removing Smart Campaigns

If you set up your Smart Campaigns to trigger based off of 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.

Contact Status

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.

Behavioral Automation

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.

Related Articles

Complete Guide to Smart Campaigns

How to Manage Behavioral Automation

If you have any trouble or questions when replacing or removing Smart Campaigns, please reach out to Support via the blue chat bubble to the right or by emailing kvcore@insiderealestate.com!

(Keywords: smart campaign, smartcampaign, campaign)

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