Sutton ClientBAY-CRM ticket - How do I add a contact to a campaign? (Email Drip Campaigns)
Please follow the steps below on how to add contact to a campaign;
- Go to https://homebase.sutton.com/
- Enter your Sutton email and password
- Click "CRM" App
Before you start creating your campaign, we ALWAYS recommend that you create your content FIRST.
To learn how to create content, click here
- Go to your Campaign Dashboard by selecting the "Marketing" tab
- Click "Email Campaigns"
- Select the +Campaign icon in the upper right hand corner
- On the next screen, fill out the email subject line.
- Follow the prompt
- With the Send Using Drop Down menu, you can select when you would like this email to send then
- Click Finish.
For more information, click here
Related Articles
Sutton ClientBAY-CRM ticket - Can I share a contact?
You are able to share your contacts with select members in ClientBAY if you would like. To do so just follow these steps: Go to https://homebase.sutton.com/ Enter your Sutton email and password Click "CRM" App Click on "Contacts" on your left ...How to Complete Your Profile in ClientBay-CRM?
Please note: To complete your profile information in ClientBay (ex. Profile Photo, Name, Address, Phone number, email addresses, and Agent Bio), you must need to add and update those information from Homebase before it gets sent to ClientBay within ...How to add Zillow, Testimonial Tree and RealSatisfied Reviews to your ClientBay-CRM Profile?
Please follow the steps below; Go to https://homebase.sutton.com/ Enter your Sutton email and password Click "CRM" App Select the "My Account" button in the upper right hand corner of ClientBAY. Then, select View Profile. Select the Preferences tab ...How to track your Contact and Lead Activity on your Home Dashboard of ClientBAY? (Contact Activity Widget)
To view your Contact Activity widget, just simply log into your ClientBAY account; Go to https://homebase.sutton.com/ Enter your Sutton email and password Click "CRM" App Please click the "HOME" icon on the left after logging in. On the right, you ...How to add listing in your Back at You ClientBAY account?
Please follow the steps below on how to add listing in Back at You ClientBAY; Go to https://homebase.sutton.com/ Enter your Sutton email and password Click "CRM" App Click "Listings" tab on your left hand side menu Select "Listings" tab Click the + ...