Overview
Important Disclaimer: The feature discussed in this article may not be enabled for your kvCORE account.
As a Company Admin, you may want to push your custom marketing materials (templates and Smart Campaigns) to your entire account. This is now possible for some Super Accounts.
Accounts/Users with Campaign/Template Sync Access
For the ability to sync campaigns/templates to be available, all of the following must be true:
You must be logged into a Super Account
You must be logged in as a Company Admin
The Super Account must have the setting “Enable super account smart campaign and template sync” enabled
Where and How to Sync
If all of the above conditions are true, then under the Marketing tab > Smart Campaigns, you will see a Super Account scope in the scope selector:
When the Super Account scope is selected, you will see 'Sync Campaigns' next to the 'Add Campaign' button under 'My Campaigns'. You will also see a 'Sync Templates' button next to the 'Add Template' button under 'Templates'.
Please Note: You may only sync either campaigns or templates - you cannot sync both campaigns and templates at the same time. However, if you sync a Smart Campaign, all of the templates and actions that are within that campaign will sync simultaneously.
To sync a campaign or template, check the box next to the desired campaigns/templates. Then, click 'Sync Campaigns' or 'Sync Templates'. A window will open that allows you to choose which accounts to sync the campaigns/templates to. You may choose to either select one or multiple individual accounts to sync to.
Please Note: You may only choose groups or accounts to sync to - it is not possible to sync to a group and an individual account at the same time.
Once you have selected your desired recipients, click 'Sync Now', and the campaigns/templates will enter the queue to be synced.
IMPORTANT: All campaigns and templates will be synced to the Agent scope for all agents in the recipient account(s). You cannot sync to an entity (Teams/Offices/Company) scope. If an entity Admin would like, they can clone the campaign from their Agent scope and change its scope and settings as desired.
Managing Groups
It is also possible to save a selection of accounts into a single group so that in the future you can select specific group(s) to sync to instead of having to individually select each recipient account. This can be done from the 'Manage Groups' tab.
From the 'Manage Groups' page, you can create, edit and delete groups.
Click the 'Edit' button next to an existing group to rename the group and/or change the selection of accounts within it
Click the 'X' button next to an existing group to delete the group
Creating a Group
To create a group, click 'Create Group', enter a name for the new group, toggle on all of the accounts you want to be included in that group, then click 'Save Group'.
Editing a Group
To edit a group, click 'Edit' next to an existing group. In the modal that opens, you can change the name if desired, and you can toggle accounts off or on to change which accounts are included in the group. When you are finished, click 'Save Group'.
Deleting a Group
To delete a group, click the 'X' button next to an existing group. In the modal that opens, confirm whether you would like to delete the group or not. A deleted group cannot be recovered.
Viewing History of Past Syncs
When scoped to Super Account, you will see the 'Sync History' tab below the scope selector.
This takes you to the new 'Sync History' page, which shows a list of each sync, its status, the date it was run, how many Campaigns or templates were included, how many recipient accounts it was sent to, and which user ran the sync.
The following statuses may be shown within the Sync History.
Starting - This request has not hit the queue yet.
In Progress - This request has hit the queue; the Campaigns/templates are currently syncing one by one
Completed - The syncing process has been completed.
If you click on the name of any of these syncs, you will be taken to a detailed summary. This page includes three tables - the two tables on the left list the names and IDs of all recipient accounts, and the names and IDs of all campaigns/templates synced. The table on the right will display any failures that occurred during sync. (While failures are extremely unlikely, given the nature of how campaigns/templates sync, if they do occur, please reach out to Support to open a bug ticket.)
Smart Campaign Details - Campaign History Section
In addition to the 'Sync History' page above, you can also see the sync history for an individual Smart Campaign by clicking on the name of the campaign and going to its details page.
The Campaign History section is available on all Smart Campaigns, in all accounts. You can see the following campaign information:
Campaign created
Campaign edited
Campaign synced
Campaign set to active
Campaign deactivated
There are a few scenarios in which "unknown user" may 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). It is by design that unknown user shows in those cases.
Please Note: This is only available for Smart Campaigns (not for individual templates).
Frequently Asked Questions
If I want to sync a campaign, do I also need to separately sync the templates in that campaign?
No, when you sync a campaign, it syncs all templates within that campaign as well.
What if an Admin would like to send an updated version of a campaign or template that they previously synced?
They simply need to update the campaign or template in the Super Account and then resync it. It will update the campaign/template they previously synced, not create a new one.
How can I sync a campaign status update to a child account (i.e. whether the campaign is turned off or on when synced)?
To ensure status is synced to children accounts, the campaign must be locked in the super account before syncing.
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 kvcore@insiderealestate.com!
How Super Account Campaign/Template Syncing Works