Smart Campaigns are arguably the most important piece of kvCORE's automated nurturing plan. Smart Campaigns are designed to prompt responses and open that window of opportunity for you to begin or continue a conversation with a potential Client.
To learn more about Smart Campaigns, click here.
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.
How to Share a Smart Campaign
Hover over the 'Marketing' tab and select 'Smart Campaigns.
Open a campaign you have edit access to
Click the '+ Share Campaign' button.
Once the pop-up appears click 'Yes'.
Copy the Sharing Token from Campaign Settings
Send this Token to the user you want to share the campaign with
How to Add a Campaign to Your Library Using a Sharing Token
Hover over the 'Marketing' tab and select 'Smart Campaigns'.
Click the Copy button on the far right.
Paste the Sharing Token from the Campaign you are copying from.
Hit 'Enter' or the Copy button again.
A pop-up will appear. Click 'Yes' when prompted.
Please Note: The campaign may take up to 15 minutes to clone.
Once the campaign is live in your account make sure to toggle it on to enable it.
Frequently Asked Questions
Which campaigns do I have access to share with another Agent or Admin?
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.
I've added a Sharing Token and the campaign isn't appearing. Is something wrong?
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.
How will I know that the Sharing Token worked?
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.
Will the campaign name copy over?
Yes! The campaign will appear in your library as 'original campaign name (copy)'.
I'm a Lender. I want to share a campaign. Is this possible?
Not at this time. Unfortunately, Lender accounts do not have the ability to share campaigns.
If I share the campaign with another Agent, can they also share it with other Agents?
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.
I want to share a campaign that has a Voicemail Drop - if I share it with an Agent without a VM Drop subscription can they still use the campaign?
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.
If you have any questions or need further assistance please reach out to Customer Support via the blue chat bubble to the right or by emailing email@example.com!
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