1. Click on the ‘CRM > Marketing’ tab
  2. Click on ‘Create Campaign’ 
  3. Type in the subject (e.g. Congratulations, New Listing, Virtual Tour, etc.). This subject appears in the subject line of the email you send
  4. The Signature always defaults to your Primary signature
  5. Select Video Template 
  6. If applicable, schedule the date and time you want the email to be sent
  7. Click ‘Next’

 

 

 

 

  1. On the ‘Contact’ screen, select the contact/s or group/s
  2. Click the ‘Next’ button

 

Note: Highlighted email addresses need to be checked for authenticity or whether they have been blocked. You will not be able to send out any emails to the contact while the email address is marked in red.

 

 

 

  1. On the Message page, the [Name,fallback=] field will pull the contact name into the email from the contact list. Note: Do not manually edit this field
  2. Enter your personal message 
  3. Click ‘Next’

 

 

 

  1. Click on the ‘Select video type’ dropdown
  2. Select ‘Custom’ to insert your own property videos into the email you want to send out OR Select ‘RE/MAX Agent Testimonials’ to send a promotional video of yourself to clients.

 

 

 

  1. By selecting the ‘Custom’, the URL pane will be revealed for you to insert the video’s URL code
  2. Click ‘Next’.

 

 

 

The Preview page allows you to check the info and if necessary, go back by clicking on the ‘Back’ button to make changes

 

  1. Once you’re happy with the email content click on the ‘Schedule’ button

 Note: The client will need to click on the ‘CLICK HERE TO PLAY’ button to be redirected to YouTube where the video will play.