Default Campaigns for Real Estate Agents
TL;DR: Pre-built automated campaigns for real estate agents that activate when you add recipients to mailing lists.
Thanks.io includes pre-built automated campaigns designed for real estate agents. A campaign is a mailing list plus the actions that mail it, so each sequence below runs on its own: add recipients to the campaign's mailing list and its running actions mail them on schedule.
Leads & Website Visitor Follow Up
Nurture new leads with a 4-step sequence over 120 days.
| Action | 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.
| Action | 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.
| Action | 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 Campaigns in the sidebar.
- Open a default campaign (e.g., "Leads & Website Visitor Follow Up"). Its page shows its actions, their triggers, and a projection of what they'll mail over the next 12 months.
- Click Add recipients, or open Manage recipients from the More menu (⋮), to add contacts or bulk-import them into its mailing list.
- Make sure the actions you want are Running. Turn an action's switch on (you'll be asked to confirm), or click Start all. Running actions mail new recipients on schedule.
- To pause, turn an action's switch off, or click Pause all.
You can preview any action before it sends: open its menu (⋮) and choose Preview.
Customizing default campaigns
Default campaigns are starting points. You can:
- Pause actions one at a time with their switches, or all at once with Pause all
- Preview mail pieces before they send
- Change the design or message - click an action to open it, then pick a different creative on the What step, or edit the creative itself in Creatives (see Creating a creative)
- Move recipients to other lists after mailing (an optional setting on each action's When step)
- Add actions to these campaigns with Add action to add more touches
Video Guide
The videos on this page were recorded on an earlier layout of the dashboard, so some screens and names may differ from what you see today.
For more details, see Automated Campaigns Overview.