Default Campaigns for Real Estate Agents
Thanks.io includes pre-built automated campaigns designed for real estate agents. All automations run automatically — just add recipients to the corresponding mailing list and the sequences start immediately.
Leads & Website Visitor Follow Up
Nurture new leads with a 4-step sequence over 120 days.
| Automation | Trigger | Mail Piece |
|---|---|---|
| Website Follow Up | 1 day after added | Magnet Card |
| Market Update 1 | 30 days after added | Postcard |
| Market Update 2 | 90 days after added | Postcard |
| Market Update 3 | 120 days after added | Postcard |
When to use: Add website leads, contact form submissions, and new prospects to this list to automatically send a magnet card hook followed by market updates.
Recruiting
Convert potential agents with a targeted gift sequence.
| Automation | Trigger | Mail Piece |
|---|---|---|
| Gift Card Offer | 1 day after added | Gift Card |
When to use: Add agent prospects to this list to send a recruiting gift card within 24 hours.
Monthly Market Update For Farm or Sphere
Keep past clients and sphere of influence engaged with regular market data.
| Automation | Trigger | Mail Piece |
|---|---|---|
| Market Update | Monthly | Postcard |
When to use: Add your past clients, friends, family, and sphere contacts to this list for recurring monthly market updates.
How to use default campaigns
- Go to Automated Campaigns in the left navigation.
- Select a default mailing list (e.g., "Leads & Website Visitor Follow Up").
- Click + Add Recipient or bulk-import contacts into that list.
- The automations activate automatically and send on schedule.
- To pause automations, toggle the status OFF next to each automation; toggle ON to resume.
All automations are pre-configured with templates and mail pieces. You can preview any automation before it sends by clicking Preview on the automation row.
Customizing default campaigns
Default campaigns are templates. You can:
- Pause automations by toggling status OFF on individual automations or mailing lists
- Preview mail pieces before they send
- Edit templates by clicking the template name to customize message and design
- Move recipients to other lists after sending (optional setting on each automation)
- Create new automations in these lists to add more touches
For more details, see Automated Campaigns Overview.