Logo

What are you looking for?

Get help straight from our team...

Linking Custom Drip Campaigns To Your Enterprise Promo

Team and Brokerage Tools & Controls

Linking Custom Drip Campaigns To Your Enterprise Promo

💡 To utilize this feature, you must first message your assigned Enterprise specialist to enable this feature on the backend!

Last updated on 04 Nov, 2024

  1. Login to the account linked to the Promo.
    (This would be the Admin/ Broker account)

  2. Create a new Drip Campaign.
    If you need help, see:  Getting Started With Drip Campaigns➜  

  3. Before saving, insert stock_ prior to the template title, then click Save.
    For Example: stock_Your Campaign

  4. After saving, reopen your drip campaign & an option will appear to the right of the title. Select Allow and then re-save to make this stock campaign available to all accounts under the promo.

Image
  1. Accounts under the promo will now see this campaign as a selectable option in a new dropdown menu when creating a new stock campaign.

Image
Did you find this article helpful?
Previous

How to Use Outside Team Solution for Seamless Collaboration

Next