Pre-Built Campaign Templates for Triggers

Pre-Built Campaign Templates for Triggers

Brokerkit offers other pre-designed campaign templates for various events like anniversaries, onboarding, and referrals. These can be found in the Campaign Library, ready for customization and use with your triggers.

1. Navigate to the Campaign Library.
2. Search for available templates based on the type of trigger (e.g., anniversary, onboarding).
3. Download, edit, and assign the template to the appropriate campaign trigger. 

Setting Up Birthday Triggers for Agents

You can set up a trigger to automatically send birthday cards or messages to your agents on their birthdays. Here's how:

1. Navigate to Campaigns > Campaign Triggers.

2. Click on + New Trigger.

3. Name your trigger (e.g., "Agent Birthday Card").

4. Choose the email campaign that contains your birthday card or message.

5. Select TEAM for retention purposes.
   6. Choose 'Start' to activate the campaign.

6. In the 'Conditions' section, select Birthday as the Date to Trigger On.

7. Save your trigger.

   Your agents will now receive an email birthday card on their birthday.

Uploading Custom Birthday Cards

To personalize the birthday cards sent to agents, you can upload a custom card or message into the campaign. Here's how:

1. Go to the Campaign section and open the campaign used for birthdays.

2. Select the email step where you want to add the birthday card.

3. Upload your personalized birthday card image as an attachment or embed it directly into the email body.

4. Save the changes and assign the email to the birthday campaign trigger.

Using dynamic fields such as [Agent Name] in your email template will make each message personalized.
BrokerKit has a birthday campaign template in the library.

Pulling Down and Editing the Birthday Campaign Template

Brokerkit provides a pre-designed birthday campaign template in the library, which you can easily customize to suit your needs. To use this template:

1. Navigate to the Campaign Library.
2. Search for the "Birthday Campaign Template".
3. Download the template.
4. Customize the message, images, or dynamic fields to fit your brokerage's style.
5. Assign this edited campaign to your Birthday Trigger.
    
   This saves time while allowing you to personalize the template to make agents feel special on their birthdays.

Setting Up Joined On Triggers for Agents Onboarding

To enhance your onboarding process, you can establish a campaign trigger that automatically sends a welcome message to your new team member or notifies your team when a new agent has successfully completed their onboarding. Here's how:

1. Navigate to Campaigns > Campaign Triggers.

2. Click on + New Trigger.

3. Designate a clear and meaningful name for your trigger, such as "Welcome to the Family" or "Introducing Our New Team Member."

4. Choose the campaign that contains your welcome message.

5. Select TEAM for retention purposes.

6. Choose 'Start' to activate the campaign.

7. In the 'Conditions' section, select Joined On as the Date to Trigger On.

8. Save your trigger.

Your agents will now receive a message in accordance with your campaign, whether they are onboarding or when a new team member joins the team.

Agent Alert Campaign Templates

If your account uses Relitix Agent Alerts, you can use campaign templates for alert-based follow-up. Agent Alert templates are designed for moments like:

• New listing follow-up
• New pending sale follow-up
• New contract follow-up
• New closing congratulations or check-in

These templates can be used in Recruiting or Retention, depending on whether you are following up with a recruiting lead or a current team member.

Agent Alert templates can include Agent Alert variables, which personalize the message with details from the alert. Common examples include:

To use one of these templates:

1. Go to Campaigns > Campaign Library.
2. Open the Relitix category.
3. Search for Agent Alert, listing, closing, pending, contract, recruiting, or retention templates.
4. Copy the template into your account and review the email, text, and task steps.
5. Confirm the Agent Alert variables match the trigger you plan to use.
6. Create or update the matching campaign trigger under Automation > Campaign Triggers.

For example, if your trigger fires on a New Closing alert, use a campaign template that references the closing variables, such as {{closing.fullAddress}}.