MoxiEngage provides multiple emails and campaigns by default for agents to use, at the discretion of their brokerage.  Engage also allows for agents to create their own emails and campaigns, giving them a powerful tool to reach their clients with custom content, local information, and targeted messaging delivered when the client will be most receptive to receiving them. 

Here's how an agent can create their own emails and campaigns.

Preparing for Your Emails and Campaigns

Creating an Email

Using a MoxiEngage Template

Building Your Email

Creating a New Campaign

Preparing for Your Emails and Campaigns

The foundation for a successful campaign is planning.  Before you create one email, map out your emails and campaigns. This will give you an outline to follow when you begin creation.  Some of the items you should consider are:

• How many emails will be in the campaign?
• How will you sequence the emails and what story are they going to tell?
• What will each email say?
• How will they promote your business?
• What audience are you trying to reach?

Creating an Email

As an agent, you do not have permission to create a new email.  The secret to creating a custom email as an agent is to repurpose an existing email.  Using one of the emails that your brokerage has made available to you, you can change most everything about the email while keeping the original intact.

In Engage, select Campaigns.

If your company uses ActivePipe, you will not have access to Engage Campaigns.  ActivePipe has the same capabilities in creating drip campaigns with an easy-to-use interface.

On your Campaigns toolbar, select My Emails.

Select the email you wish to repurpose.  Selecting the three dots next to the email name, choose Duplicate.  The email will be duplicated with the same name followed by Copy 1.

If you do not have an email in your My Emails, please refer to the steps in this article to add emails to your My Emails list.  If there are no emails to add, please speak with your brokerage administrative staff to make emails available to agent My Emails.

One the email is duplicated, select the title of the duplicate email.  Select the Edit Name link to change the name of the email.

Once the name is changed, select the new e-mail name to open the editing options for the email.  Select Edit Email Content to open the editing screen.

The email content edit screen appears.  Here are the choices you have to create a new email.

Using a MoxiEngage Template

You can use the current template of the email you repurposed or change the template entirely.  Select the Change Template option on your screen.

You will be taken to the template screen.  There are templates for all types of emails, from newsletters to listing promotion and recruiting.  Selecting a template will bring you to an email with sample content already populated.

You also have the option to build an e-mail using HTML coding.

Building Your Email

Whether you use the current template or one of the Engage-provided ones, you are now ready to start building your email.  Here are the screen elements you can use.

The Rows screen allows you to add rows to your email.  It is the foundation of building your email.

The Content screen allows you to add text, images, social media links, and listings, among other items.

Here’s a breakdown of each element.

Button:  Create and customize a button allow you to link to a website or other media.

Divider: Add in a line and gap between rows.

Text:  Add in a text placeholder to add in your own verbiage.

Image:  Add in images from your computer.

Text Section:  Inserts both a title and text.

Spacer:  Add in a gap between rows.

Group Social: Places in three social media icons that you can change to other social feeds, adding in your social media URLs.

Social Element:  In conjunction with the Group Social element, places in an additional social media icon.

Hero:  Places in a wide hero image spanning the width of the email.

Listings:  Place a listing your newsletter using the MLS number.  Engage recommends that you use a single column layout for this item.

If you need to remove items from the current email you repurposed, chose a template which has a module you do not want, or inserted a module you do not want, you can remove the modules from the email.  To do this, select the module and click the delete button to remove the module.

Once you have created your email, select the Continue button.

At the Edit Email screen, select Edit Setup to change the subject of the email, the preview text, and whether to include the header or footer.  When finished, select Save.

Once you are finished with your changes to the email, select Save.

Creating a New Campaign

Once you have created all the emails you wish to include in the campaign, you are ready to populate a campaign.  As with your emails, you will repurpose an existing campaign, removing the existing emails and replacing them with your created emails.

Within Engage, select the Campaigns menu item.

To create a custom campaign in Engage, you would start with an existing campaign.  If you have not added a campaign into Engage, select the Add from Library button under the My Campaigns menu selection.

Select an interval campaign from the Library, such as the Birthday Greeting campaign.  Select Add to Campaigns.

Ensure that the campaign you choose has no triggers and can be edited.  This is why are we suggestion the Birthday Greetings campaign.  Any campaign that fits these criteria is ideal for repurposing.

Select the campaign you just added and choose to edit the name of the campaign.

Give the campaign a custom name and select the Save button.

Once you have saved the new name for the campaign, select Edit Schedule.

The screen that appears provides you with a few options on what you can do.

You can change the email being sent out.  Select the drop-down arrow to choose one of the emails you have created.

If you want to remove the email entirely and start anew, choose this option.

Add a new email to the series and select the interval for it to be sent out.

The interval is from the beginning of the campaign, not from the previous email.

Once you have added it to your campaign emails, select the Save button.

Select the recipients of your campaign by selecting the Setup button and adding in and saving contacts or groups.

Go to the main Campaigns screen and re-select your custom campaign.  The Run Campaign button will now be active.

Congratulations!  You have created custom emails and a custom campaign.  You now can create campaigns for any need or occasion you want!