Pre-Built Campaign Templates for Triggers

Set up triggers in Brokerkit with dynamic fields, using and customizing pre-designed templates from the Campaign Library.

Brokerkit offers other pre-designed campaign templates for various events like anniversaries, onboarding, and referrals. These can be found in the Campaign Library, ready for customization and use with your triggers.

1. Navigate to the Campaign Library.
2. Search for available templates based on the type of trigger (e.g., anniversary, onboarding).
3. Download, edit, and assign the template to the appropriate campaign trigger. 

Setting Up Birthday Triggers for Agents

You can set up a trigger to automatically send birthday cards or messages to your agents on their birthdays. Here's how:

1. Navigate to Campaigns > Campaign Triggers.

1. Click on + New Trigger.
2. Name your trigger (e.g., "Agent Birthday Card").
3. Choose the email campaign that contains your birthday card or message.
4. Select TEAM for retention purposes.
   6. Choose 'Start' to activate the campaign.
5. In the 'Conditions' section, select Birthday as the Date to Trigger On.
6. Save your trigger.
   
   Your agents will now receive an email birthday card on their birthday.

Uploading Custom Birthday Cards

To personalize the birthday cards sent to agents, you can upload a custom card or message into the campaign. Here's how:

1. Go to the Campaign section and open the campaign used for birthdays.

1. Select the email step where you want to add the birthday card.
2. Upload your personalized birthday card image as an attachment or embed it directly into the email body.
3. Save the changes and assign the email to the birthday campaign trigger.

Using dynamic fields such as [Agent Name] in your email template will make each message personalized.
BrokerKit has a birthday campaign template in the library.

Pulling Down and Editing the Birthday Campaign Template

Brokerkit provides a pre-designed birthday campaign template in the library, which you can easily customize to suit your needs. To use this template:

1. Navigate to the Campaign Library.
2. Search for the "Birthday Campaign Template".
3. Download the template.
4. Customize the message, images, or dynamic fields to fit your brokerage's style.
5. Assign this edited campaign to your Birthday Trigger.
 
This saves time while allowing you to personalize the template to make agents feel special on their birthdays.

Setting Up Joined On Triggers for Agents Onboarding

To enhance your onboarding process, you can establish a campaign trigger that automatically sends a welcome message to your new team member or notifies your team when a new agent has successfully completed their onboarding. Here's how:

1. Navigate to Campaigns > Campaign Triggers.

1. Click on + New Trigger.
2. Designate a clear and meaningful name for your trigger, such as "Welcome to the Family" or "Introducing Our New Team Member."
3. Choose the campaign that contains your welcome message. 
4. Select TEAM for retention purposes.
5. Choose 'Start' to activate the campaign.
6. In the 'Conditions' section, select Joined On as the Date to Trigger On.
7. Save your trigger.

Your agents will now receive a message in accordance with your campaign, whether they are onboarding or when a new team member joins the team.