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:
- 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.
- 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.
- 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.
- 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.
- 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.