MoxiWorks has created a library of content to make getting started with Campaigns quickly and easily. In the library you'll find Holiday e-cards campaigns, Seasonal Home Updates, touchpoints for new prospects, recently sold, and new leads contacts, as well as so much more.
NOTE: If you have access to the Campaign Content Admin at either the Parent Company or Brokerage level, you will have access to the Moxi Library. You can publish a campaign from the Moxi Library directly to agents or edit it to add your own brand content.
NOTE: If you have access to the Office Content Admin, you can add campaign content from the Brokerage library. The steps below will be identical except that your screen will say Brokerage library instead of Moxi Library.
To get started follow the steps below.
Add a Campaign from the Moxi or Brokerage Library
- Select Campaign Content Admin from the drop-down menu under your image
- Select Moxi Library
- Choose your campaign
Allow edit: Select if agents will be allowed to make edits to this campaign in their own libraries
PREVIEW: View the campaign including all emails and schedule
ADD TO CAMPAIGNS: Select this when you're ready to add to your own campaign library
- Select Edit to make any adjustments to the campaign (example: Include additional emails or adjust the schedule of when an email is sent)
NOTE: Users who add, create, or edit a campaign will be listed under the Editor column.
- Change emails by selecting a new email from the drop-down menu. Or choose to change the day to send the email.
- Select Next: Preview
- Review the Campaign
Title: Give your campaign a title that's easy to spot in the agent library
Description: Let users know what this campaign is all about!
Permissions: Select which brokerages or offices should receive (include) or not receive (exclude) this campaign.
Preview: Select the preview button to see your email.
Publish to agents or Save as draft: Select Publish to agents to add this campaign into the library right away. Or Save as draft to come back and make additional changes later.