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Task Management: 5 Ways to Automate and Improve Daily Workflows.

Task Management: 5 Ways to Automate and Improve Daily Workflows.

Introducing Inside Campaigntrack: A new series of tips and tricks for platform users.

Ok, we’ve said it before but we really do love making your lives as agents easier. So, we’ve put together a new series to do just that. Inside Campaigntrack is a tidy little compilation of tips and tricks for Campaigntrack platform users, with every new article giving you a look at a group of features to help take care of specific aspects of your day-to-day.

First up, we’re diving into some of the platform’s handy task management tools. Have a look at the 5 features below, which have been designed to keep things simple and streamlined for you:

  1. Pre-saved schedules

This function lets you quickly add pre-determined items to any marketing campaign without needing to repeatedly order the same things. You can pick and choose any marketing items to create a custom campaign, or you can use an existing quote to get you started. You can also watch our video how-to on pre-saved schedules below.

  1. Bulk proofs

Rather than sending each new artwork proof individually, now you have the option to send them in bulk once you have the complete set – making things much more manageable for agents and vendors. Plus, if you’re working behind the scenes, you also have the option to send them as yourself or as the listing agent.

  1. Teams (Content Bookings / Proofing)

This one is super simple. By setting up custom teams within Campaigntrack, you can send appointment invites to a select group with just one click. It’s a quick and easy way to ensure the whole team is notified when appointments are booked and content is ready.

  1. CRM integration

The Campaigntrack platform is integrated with a number of industry-leading CRMs, so you can access it directly from whichever system you use. It’s a much more streamlined way to manage data and processes, with the integration allowing your CRM to share property details such as address, price, bed/bath/car figures, agent details and OFI times. On the flipside, all your Campaigntrack marketing content like photography and floorplans can be pulled straight into your preferred CRM.

  1. Copying resources

Another way to improve efficiency is by copying resources from one campaign to another via the dashboard – no manual uploading or downloading required. For example, you can select photos or copywriting to reuse in another listing, and transfer them to an active or quoted campaign in your account. Check out this Tip Tuesday post for a quick video run-through.

So there you have it: 5 easy-to-use functions of the Campaigntrack platform that can save you time and energy in your daily task management. And of course, less time spent in the backend translates to more time you can devote to your clients. To have these features turned on, please contact your Account Manager or Customer Service Specialist.

Stay tuned for the next installment of Inside Campaigntrack – or if you have any questions, remember you can always search our help widget once logged into Campaigntrack or feel free to give us a shout here.

“Working with Campaigntrack has meant we have one source of the truth and complete visibility across all sales and leasing bookings. Distinguishing Campaigntrack is their commitment to innovation and constant investment in their platform, which means we as a brand know we can offer our clients a multitude of market leading initiatives.”
Kara Philips
Commercial Director, Knight Frank
“Campaigntrack provides a robust platform that seamlessly consolidates all our marketing requirements into a single system - ultimately delivering us greater levels of efficiency and productivity. This is backed by
5-star personalised customer service thanks to their team of responsive, friendly, accommodating problem-solvers.”
Kerrie Wade
GM Marketing, Marshall White
Our office highly recommends Campaigntrack’s digital marketing! Their Google and Facebook advertising solution sets us apart from the competition and is so easy for our sales team to use. We target potential buyers whoever and wherever they ...before they are even know they were looking! We all spend so much time online nowadays that it makes sense that we target buyers there too. Thank you Campaigntrack for helping us “be seen everywhere.”
Vanessa McKenzi
Agent Licensee - Director, Ray White
“We are delighted with Campaigntrack’s signboards, delivery and service. They provide a seamless process from ordering through to delivery, that is simple, quick and effective. Their online templates make it easy to complete orders and their response time to questions is exceptional. We are so happy that we moved to Campaigntrack.”
Laura Valentine
Marketing Manager, Savills
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“Campaigntrack has enabled us to consolidate our marketing into a single system while integrating with our other platforms. This level of integration has resulted in high levels of automation, efficiency and productivity within the Di Jones group of offices. It has been a seamless experience end-to-end, delivered equally by industry-leading technology and terrific people in support. I would recommend Campaigntrack to any Real Estate office principal.”
Rob Ward
CEO, Di Jones
“We have been working with Campaigntrack for several years now. It is the best way for us to manage our property marketing. It allows our teams to easily create professional artworks with on-brand templates all from the one system. The Campaigntrack team have always gone above and beyond with anything we needed, and we could not recommend them more.”
Elizabeth Driscoll
Marketing Manager, Raine & Horne Double Bay/Bondi Beach
"Campaign Track has been a long term partner of Kay & Burton. We find their software to be efficient and effective and it allows us to focus on servicing our clients. As a premium brand in the Melbourne real estate landscape we have many unique requirements and Campaign Track has been very supportive of our needs. They have collaborated with us on many and varied solutions to difficult problems."
Justin Hodgson
Partner, General Manager – Marketing, Kay & Burton