Marketing

The right words, with a thoughtful next step.

Three focused areas—Personal Touch Plans, Promotional Campaigns, and Newsletters—help you organize communication without losing the client context.

Marketing essentials

Create a helpful email sequence for one client’s buying, selling, or moving journey. Use starter guidance and make the messages your own.

Select one eligible client, preview messages and timing, and review before scheduling. Pause, resume, or stop future steps.

Save reusable newsletters, promotions, and nurture sequences. Define email steps, day offsets, subjects, and message bodies.

Use a relationship filter and search criteria. Preview matching recipients, eligible contacts, and exclusions before enrolling an audience.

Use supported first name, last name, and agent-name fields. Review an individual recipient’s rendered messages.

Start reviewed runs when sending is configured; pause, resume, or stop future messages and inspect delivery states.

Create categories and editions, edit text, attach supported Canva or uploaded materials, and publish an archive on a full website.

Prepare a campaign email for a published edition or create a blog draft from it.

Respect communication permission, duplicate addresses, Do not contact, unsubscribe and provider suppression states.

Prepare a campaign draft from a published listing website. Its link is included; choose and review the audience before scheduling any messages.

Choose a personal plan, promotion, or newsletter.

Preview the content, timing, and intended audience.

Review and schedule only when the sender is ready.