1. Drip Email Campaign: This email communication starts automatically once a lead is captured into the Realtiva.com CRM system. Easily tie a lead type to the content of a specific drip campaign. Create as many emails in your drip as necessary.
2. Trigger Email Campaign:Identical to a drip email campaign except these drip email campaigns are started manually from within a specific Contact/Opportunity.
3. Event Triggers: Similar in concept to a drip or trigger campaign; however these are scheduled by date on a yearly basis. I.E. Send a Birthday Email every year on your contacts birthday. Simply enter the date and the Realtiva system will send out a birthday card every year based on date.
Current Wild Cards Available for Mail Merge: Prospect first and last name,
{firstname} {lastname} and agent signature {signature} .
Click Stream: login/lead management/campaigns
Developer Usage Notes:
Drip Campaigns
Use: This campaign type is specific to new prospects either generated via web capture or user created and is an automated process once a new prospect arrives to your Realtiva account. User created prospects entered manually have a one-time option to start a Drip Campaign upon save.
Number of Communications Allowed: As many as you wish.
Duration of Campaign: Until it ends
How Quickly it Appears in Scheduled Email Tab: Instantly or Upon Refresh
Day 0 Option: yes
Current Wild Cards Available for Mail Merge: Prospect first and last name, {firstname} {lastname} and agent signature {signature} .
Tags: Drip Campaigns, Event Campaigns, Trigger campaigns
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