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Campaigns

Pick the right template for a campaign

Start from plain text, or from a designed layout made for one listing, a shortlist or a general message.

Updated 2 min read

Who can do this:
Agent and above
Where:
Web app

Each campaign begins from a template. Blank Template is a plain email that you write or generate. The designed templates already hold blocks for photos, listings and the agent, so a listing email arrives looking polished, with no layout to fiddle with.

Choose one for a new campaign

  1. Go to Campaigns.
  2. Click Add Campaign.
  3. The picker opens with Blank Template already selected.
  1. Click a different template if you’d like one.
  2. Confirm with Create Campaign.

Your new campaign is waiting in the editor, saved as a draft.

Which one fits

Template Best for
Blank Template Plain text you write yourself or draft with AI Generate.
Multiple Listings Sending a shortlist.
Single Listing One home, for example an open house.
Generic Message News with no listings attached, such as an announcement.

Each of the three designed categories offers two designs to choose from.

Fill the listing slots

A listing template’s slots stay empty until listings are chosen for them.

  1. Open the editor’s Template panel.
  2. Under Select Listing(s), choose a listing for each slot.
  1. Under Select Agent(s), check which agent the email presents.

Each listing block then takes its photo, name, location and price from the listing record.

Related guides

Still stuck?

Our team will take you through it on a call.