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Thread: Lead status and campaigns

  1. #1
    Join Date
    Oct 2007
    Posts
    1,170

    Default Lead status and campaigns

    I am learning how to set up campaigns and wanted to know if a lead has to be "accepted" to have drip emails sent to them or as long as they are added to the group that gets the drip emails then the campaign with be sent to them. Can the lead still be in pending status and still get the drip emails?

    I usually click "accepted" after I write some notes about each lead but I have only done that on a small % and still need to get to the others.

    Also when i email lead fro the backend I usually click my "signature template" but I do not see the template option for when adding emails so a document/campaign. Do I just need to copy and paste my signature with the email content I add?

    Thanks.
    Michael Trinchitella
    Associate Real Estate Broker
    e-PRO certified Internet Expert
    RE/Max Classic Realty - Yorktown Heights, NY
    Putnam & Westchester County NY Real Estate


    Mahopac NY Real Estate | Northern Westchester County Condos | Heritage Hills Somers NY

  2. #2
    Join Date
    Dec 2007
    Posts
    1,419

    Default Re: Lead status and campaigns

    The status does not effect email campaigns.

    Also when i email lead fro the backend I usually click my "signature template" but I do not see the template option for when adding emails so a document/campaign. Do I just need to copy and paste my signature with the email content I add?
    Yes, for now you will have to add your signature manually, but we are working on making the template available fort the campaigns.
    Danielle Simard
    Customer Support Representative
    support@realestatewebmasters.com

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