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Create and manage Smart Campaign Triggers

Jim Turner
  • Updated

 

Smart campaign triggers allow you to start or stop campaigns on leads or agents automatically based on various system parameters.

How To Create a Campaign Trigger

  1. From Brokerkit, click your name in the upper right-hand corner and select Smart Campaigns.
  2. Then click on Campaign Triggers. To add a trigger click on + New Trigger.
  3. Name your trigger something you and your staff will easily recognize - leads will never see this.
  4. Next, select the Campaign, which the trigger needs to subscribe/unsubscribe to/from the audience.
  5. Specify the Audience(LEAD/TEAM) and choose what trigger should do with the selected Campaign: start or stop to/from the LEAD/TEAM.
  6. Choose how the trigger will apply/pause the smart campaign subscription to/from leads or agents that match ALL/ANY of the selected condition. When a lead or agent is created/updated, the system matches which triggers to set based on specified Conditions.

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Updating Your Campaign Triggers

  • From this screen below, we can see all the campaign triggers built for your brokerage and can Pause the trigger, Edit an existing trigger, or Delete them entirely.

manage_trigger.gif

 

Source-Based Triggers

Source-based triggers allow you to select various "Sources" for your leads and then trigger a campaign whenever a new lead is created or updated to have that source

 

Leads from Landing Pages
  • When a candidate submits their information in the form on your landing page, a lead is created with the source "Landing Page" in the Brokerkit Recruiter Module
  • Note that you can create a trigger where 1) Source=Landing Page on 2) Leads and set to 3) Start a campaign and this will automatically trigger the campaign whenever someone submits their information on your landing page.

Leads from Agent/Affiliate Referrals
  • When one of your agent or affiliate users submits a referral, a lead is created with the source "Referral" in the Brokerkit Recruiter Module
  • Note that you can create a trigger where 1) Source=Referral on 2) Leads and set to 3) Start a campaign and this will automatically trigger the campaign whenever you get a new referral

Leads created via the Brokerkit Leads API or Zapier
  • When setting creating a recruiting lead from an external system via the Brokerkit API or Zapier, then you can set the "Source" field when creating the lead
  • You can then set a trigger with that source field that you selected when creating the lead and automatically trigger campaigns on that recruiting lead
  • An example would be where you could generate recruiting leads with Facebook Lead Ads or Wizehire and then push those leads into the Brokerkit API via Zapier. In your Zapier configuration, you can set the parameter to be Facebook or Wizehire as the source and then create a trigger where it fires a given campaign on your new leads where source = Facebook or Wizehire.

 

 

Date Based Triggers

Date-based triggers allow you to trigger on, before, or after key dates on your contacts in recruiting and retention.

 

Date to Trigger On Available in Recruiting Available in Retention Example uses
Anniversary   x
  • Send an email and text on your team member anniversary month
Appointment x  
  • Send an email and text before an appointment with where to meet and a video on your brokerage
  • Send an email and text thanking them for their time with a video to watch about your brokerage
Appointment Logged x  
  • Send an email and text thanking them for their time with a video to watch about your brokerage
Birthday x x
  • Send an email and text congratulating your team member or potential recruits on their birthday
Contact Created x x
  • Trigger a message with more information to new candidates when you add them manually or via import
Joined On   x
  • Trigger an onboarding campaign for new team members
Last Activity x x
  • Recruiting: Trigger campaigns after your last activity (e.g. logging notes, sending emails/texts) to keep them warm
  • Retention: Trigger a campaign a month after your last activity to keep the team member engaged
Last Team Member Sign In   x
  • Trigger a message for thanks in advance for referrals for agents who log in.
  • Send a reminder to team members a month after their last login to be sure to send over referrals
License Expiration x x
  • Retention: Send reminders to your agents to renew their license
  • Recruiting: Send an agent who is unproductive a message before their renewal asking if they could do better at a new brokerage
Task Due Date x x
  • Set a call task with your recruits and automatically trigger an email and text campaign on them before or after

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