Quick Add a Client to a Campaign

Now you have a campaign going and you want to add a client.  There are a few ways to do this, but the simplest for a single or just a few clients is to do them individually.

First, sign into your myKW.KW.com and click on “View Contacts” in your eEdge dashboard.  Search for and click on the name of the client you want to add to the campaign.  Scroll down to the bottom of the contact’s information until you see the grey “Campaigns” and next to that is the blue “Add Contact to a Campaign”.  Once you click on this a new window will pop-up and show your campaigns that you have created.  Check the box next to the campaign you want to add them to and then click “Add to Campaigns”.  If you click on the “Campaigns” link, it will show you the campaigns this client is attached to.  This is also where you remove them from a campaign.  Click to check the box next to the campaign you want to remove them from and then click “Remove from Campaign”.

The second way to add them to a campaign is to go into the myMarketing section.  From you myKW.KW.com home page, click on the “+” next to myMarketing and “Create and Manage Campaigns”.  This will take you to your campaign dashboard.  Click on the little gear next to the campaign that you want to add some one to and it will give you a drop-down of options.  Select “Add/Remove Contacts” and it will pull up the list of all of your contacts on the left and the contacts in the campaign on the right.  Add (or remove) the clients that you want from that campaign and then “Return to Campaigns Home”.

I can be reached at Carolynt@kw.com, by phone or text at 918-951-9020 or visit my website at www.SearchTulsaHouses.com.

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Customizing myMarketing Campaigns

You have a myMarketing Campaign created and you are now on the Campaign Home page. The summary of the myMarketing Campaigns along with the “Actions” button which looks like a gear are displayed here.  Click on the gear and the options that appear are: Pause, Manage Delivery Options, Add/Remove Contacts, Rename Campaign and Delete Campaign.  Most of these are self explanatory, but the one you may not recognize is the “Manage Delivery Options”.  It’s the best button of all because that is where the magic happens!!

Options on the Campaign Home Screen

Manage Delivery Options is where you go to change: Campaign name, update deliver order, change to all direct mail, change to all email the order of the campaign or save deliver options.  Each campaign piece can have the following edits: order of the piece, deliver format, email subject and schedule day(s) after contact is added or previous element.  The best options are on the right, the 3 picture icons on the right side.  The X will delete the element completely after asking you to confirm.  The magnifying glass will show you a preview of the campaign piece.  The pencil allows you to edit the pictures, words and basic over all look of each element.

Here is the good stuff! Click on the pencil and it opens the editing option.  If you do not have silverlight on your computer, it will tell you to install it.  It’s ok, this is a required install and safe for your computer.  The fonts will load and then you will need to click on the “Start Editing”.  On the left you will see a list of all of the elements and by putting your curser on the titles it shows a line and box around the element on the right.  With a curser over the picture, text or graphic it will also show you the same box and line to the title of that element.  When you click on the element it displays the editing options at the top of the screen.  If you have selected an image, it will allow you to replace, crop, mirror, link or delete the image.  The “link” option is great to use if you are sending emails because once linked to a website, your clients can get to any website you want!  Another missed option is the “Add” (green plus) which gives you the option to add an image, text box, bing map, link to video, rectangle, circle or line.  What about adding a map to an email of an open house you are holding open and then link that map to the web page that gives details of the property you are holding open?

So now you have your myMarketing Campaign element the way you want it, don’t forget to “Save” or “Save As”.  If you skip this step it will revert back to the original format when you exit.  Once you save, it will ask you if you want to continue editing or exit the editor.  If you keep editing don’t forget to save again. The next question if you select exit is “Are you sure you want to exit?”, saying yes will take you back to the campaign home page.

Now you have all the tools you need to Customize your myMarketing Campaign so happy marketing!

Quick Tip: Anywhere you see a yellow question mark, hold your curser over it and a box will show describing what that function does.

I can be reached at Carolynt@kw.com, by phone or text at 918-951-9020 or visit my website at www.SearchTulsaHouses.com.