Marketing Kit Guide

Prequalified Buyer Campaign Marketing Kits

Choosing a Client and Assets

1. Add or select your client. Email is required.

2. Use the checkbox to remove any reports you would not like to include in your drip campaign (you can always change this later). The available reports include:

• Cost of Waiting
• Buy vs Rent
• Real Estate Report Card
• Appreciation
• Housing Supply and Demand
• Amortization
• Equity Gained
• National House Price Index
• Home Values Remain Resilient through Recession

You can also change the order in which they will be sent by clicking on the 6-dot drag-and-drop icon highlighted below and dragging the tile to the desired location.

3. Click Next.

Adding Property and Loan Details

1.. Enter the property's details including:

• Location (address, city, county, or ZIP code)
• Price
• Monthly Association Fee
• Note: Annual Property Tax and Monthly Home Insurance will automatically calculate but are editable.

2. Choose an Appreciation Calculation.

3. Enter loan information including:

• Loan Amount (can choose from drop down payments on down payment)
• Term
• Loan Program
• Loan Type
• Rate
• Points

4. If generating a Buy vs Rent report, the section seen below will appear. It will automatically generate the Monthly Rent, Monthly Repairs, Annual Property Tax Increase and Cost to Sell, however these fields are editable.

5. Click Next.

1. Click the calendar button to change the start date.

2. You can also change the interval of days for which each asset is sent. The default is every 7 days.

3. To rearrange, preview, or remove assets from your marketing campaign, click View campaign schedule.

4. Use the grab-and-drop icon highlighted below to rearrange the order of the assets sent.

5. Use the link icon to preview the asset.

6. Click the trash icon to delete the asset from your campaign.

7. Click Save.

8. Finally, you can change the format of the asset to either an interactive webpage or static PDF.

9. Once you have made all of your desired adjustments to the campaign, click Create campaign.

Once created, you'll be brought to Client Manager within your client's reports. From here, you can review information and make edits to your campaign.

Some key information you will see include:

• Last Sent: Shows which asset was last sent and the date it was sent.
• Next Scheduled: Shows which asset will be sent next and the date it will be sent.
• Last Client Activity: Displays the last date your client interacted with a weblink asset, (PDF activity is not tracked.)

Helpful Tip: There are two statuses you will see within Report Status: Draft and Complete.

• Draft means the campaign has not yet been finalized and initiated.
• Complete means the campaign has been finalized and initiated. It does not mean the drip campaign has completed.

Accessing Marketing Kit Reports

1. To access these reports in the future, hover over your headshot and click Client Manager

2. Next, click on your client's name.

3. To quickly find your marketing campaigns, use the Filter button and check the Prequalified Buyer Campaign checkbox.

4. You can further drill down by filtering for their current status and checking Active, Paused and/or Complete.

Making Changes to Your Campaign

1. To delete your campaign, click the down arrow next to Edit and click Delete.

2. To make edits to the campaign schedule, cadence or pause the campaign, click the calendar icon or Edit.

3. To pause the campaign, click Pause Campaign.

Please note: In order to resume, you will need to access Client Manager, find your campaign, click the calendar icon/Edit button and click Resume Campaign.