eCampaign Class Notes

eCampaign Center eCampaign Center Overview Class Notes The purpose of today’s session is to provide an overview of the eCampaign Center. This area houses Life@Home eNewsletter in addition to other eNewsletters in addition to the eGreeting tool. This unique eCommunications area also contains email templates and formatted action plans. In order to use the tools effectively, users should populate their contacts area. They can upload them from a handheld device (certain models may not work), Outlook or transfer over from an Excel database. For assistance, please contact the Agent Helpdesk at 877-221-2765.

After today’s session, you should be able to do the following: Locate the different eCampaign tools on 21online.com Created branded eCommunications; eGreeting, eNewsletter and formatted one-time emails Utilize the Contacts feature Create an Action Plan Include your listings in your eCommunications Why use eCampaign?

Ability to target prospects on a regular basis Branded and professionally formatted communications Populate / customize monthly eNewsletters Keeps your name and expertise in front of prospective and past clients with a variety of emails Include marketable listings in your eCommunications or automatically selects your latest Where is the eCampaign Center located? eCampaign is located at the bottom of the 21online.com home page under the “Contacts” area.

Note the following tools in the eCampaign Center: 1. eNewsletters 2. eGreetings 3. One Time Emails 4. Action Plans Contacts Please note that you should populate your Contact area to use these tools more efficiently. You will want to add your contacts manually or upload them from an existing database using CSV (comma separated value) format. If you’d like to upload your existing database, please contact the Agent Helpdesk for assistance 877-221-2765.

Copyright©2009 CENTURY 21 Real Estate LLC All rights rese rved.

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eCampaign Overview

eGreetings The first tool we will review is eGreetings.

Click on the icon in the eCampaign area Select the template After each step, click “NEXT” at the bottom of the page Use the slider to view your eCard options *You PC or laptop will need to have Flash You will need to use your Contacts to enter the email for your recipient(s) If you are not able to add a Contact, it may be that there is not an email address entered. *Make sure to update your records consistently.

You can select individuals or Segments (pre-made Groups) You will want to personalize your message while keeping it brief and professional As long as you have active listings in CREST EDG, you will be able to add a listing photo Select your delivery date Utilize the opportunity to proof-read your work Take the time to send one to yourself to see how it works!

Other functions: ____________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________

Copyright©2009 CENTURY 21 Real Estate LLC All rights rese rved.

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eCampaign Overview

eNewsletters Click on the icon in the eCampaign area Most system members use “Life@Home” You will notice there are four categories: Life@Home (residential), Fine Homes & Estates, Commercial and En Casa (Hispanic) After each step, click “NEXT” at the bottom of the page Select the recipients or Segments from your Contacts If you are not able to add a Contact, it may be that there is not an email address entered. *Make sure to update your records consistently.

Select three articles to include in your eNewsletter You will want to personalize your message while keeping it brief and professional As long as you have active listings in CREST EDG, you will be able to add two listing photos Select your delivery date Utilize the opportunity to review and proof-read your work Take the time to send one to yourself to see how it works!

One Time Email templates Click on the icon in the eCampaign area Review all of the templates available After each step, click “NEXT” at the bottom of the page Start with the Self-Promotion template to introduce yourself.

Use the slider to preview each format Select the recipients or Segments from your Contacts If you are not able to add a Contact, it may be that there is not an email address entered. *Make sure to update your records consistently.

You will want to personalize your message while keeping it brief and professional As long as you have active listings in CREST EDG, you will be able to add two listing photos Select your delivery date Utilize the opportunity to review and proof-read your work Take the time to send a test email to yourself to see how it works!

Copyright©2009 CENTURY 21 Real Estate LLC All rights rese rved.

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eCampaign Overview

Why Use eCommunications?  Stay in front of your customer-base  Professional marketing campaign  Professional appeal  Feature your listings  Send to prospective listing clients as a “sample”  Includes all of your contact information!

Action Plans Why use the pre-made action plans?

Less work for sales associates Consistent, reliable follow-up (challenge with most agents) Helps you stay on track with prospecting efforts Offers variety in your communications A FREE automated system is welcomed in today’s market

Utilizing Action Plans Select a category for which you want to set up an Action Plan After each step, click “NEXT” at the bottom of the page It is recommended that you start with the Self-Promotion Action Plan so that you can familiarize your contacts with your branded communication style Preview the activities associated with the Action Plan Select the recipients or Segments from your Contacts If you are not able to add a Contact, it may be that there is not an email address entered. *Make sure to update your records consistently.

You will not be able to personalize this version of Action Plans Send an Action Plan to yourself to see how it works Once you activate the Action Plan, you will receive confirmation

Copyright©2009 CENTURY 21 Real Estate LLC All rights rese rved.

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eCampaign Overview

REVIEW Why use the branded eCampaign tools?

Ability to target prospects on a regular basis Branded and professionally formatted communications Populate and customize monthly eNewsletters Keep your name in front of prospective and past clients with a variety of email communications Include marketable listings in your mailings or automatically select your latest SUMMARY You should now be able to do the following: Locate the eCommunication tools located in the eCampaign center Create branded eCommunications Utilize the Contacts feature Create an Action Plan Include your listings in the eCommunications Additional Notes: _____________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ CopyrightŠ2009 CENTURY 21 Real Estate LLC All rights rese rved.

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eCampaign Overview