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Create and Manage Campaign Triggers

Using triggers to subscribe contacts to campaigns automatically

Campaign triggers allow you to start or stop campaigns on contacts in recruiting or retention contacts automatically based on various system parameters.

How To Create a Campaign Trigger

  1. From Brokerkit, navigate to Campaigns in the top-level menu and click Campaign Triggers.
  2. To add a trigger, click on + New Trigger.
  3. Name your trigger something you and your staff will easily recognize - contacts will never see this.
  4. Next, select the Campaign for which the trigger will start/stop the campaign for the relevant contacts.
  5. Specify whether you want the trigger to work in recruiting or retention (LEAD/TEAM).
  6. Select whether you want the trigger to start or stop the selected campaigns for the relevant contacts.
  7. Select whether you want the campaign to trigger based on ALL/ANY of the selected conditions. 
  8. When a recruiting or retention contact is created or updated, the system triggers the selected campaign based on specified conditions.

Zight Recording 2024-7-17 at 11.29.17 a.m.

Updating Your Campaign Triggers

  • From the screen below, we can see all the campaign triggers built for your brokerage and can Pause them, Edit an existing trigger, or Delete them entirely.

Zight Recording 2024-7-17 at 11.32.19 a.m.

Source-Based Triggers

Think of source-based triggers as an auto-responder system where you can trigger different campaigns for each source.

Source-based triggers allow you to select various "Sources" for your recruiting or retention contacts and then trigger a campaign whenever a new contact is created or updated to have that source.

You can create custom sources to trigger at User Profile>Account Settings>Sources.

Leads from Landing Pages
  • When a candidate submits their information in the form on your landing page, a lead is created with the source "Landing Page" in the Brokerkit Recruiter Module
  • Note that you can create a trigger where 
    1) Source=Landing Page on 
    2) Leads and set to 
    3) Start a campaign

    This will automatically trigger the campaign whenever someone submits their information on your landing page.

Leads from Agent/Affiliate Referrals
  • When one of your agent or affiliate users submits a referral, a lead is created with the source "Referral" in the Brokerkit Recruiter Module.
  • Note that you can create a trigger where 1) Source=Referral on 2) Leads and set it to 3) Start a campaign. This will automatically trigger the campaign whenever you get a new referral.

Contacts created or updated via the Brokerkit Leads API or Zapier.
  • When creating/updating a contact from an external system via the Brokerkit API or Zapier, you can set the "Source" field when creating or updating the contact in addition to configuring whether it is created/updated in retention.
  • You can then set a trigger with the selected source and automatically trigger campaigns on that contact.
  • An example would be where you could generate recruiting leads with Facebook Lead Ads or Wizehire and then push those leads into the Brokerkit API via Zapier. In your Zapier configuration, you can set the parameter to Facebook or Wizehire as the source and then create a trigger that fires a given campaign on your new leads where source = Facebook or Wizehire.

Date Based Triggers

Date-based triggers allow you to trigger on, before, or after key dates on your contacts in recruiting and retention.

Date to Trigger On Available in Recruiting Available in Retention Example uses

Campaign templates
Anniversary   x
  • Send an email and text on your team member's anniversary month

🎉 Retention Reminder: One Year Anniversary
Appointment x  
  • Send an email and text before an appointment with where to meet and a video on your brokerage
  • Send an email and text thanking them for their time with a video to watch about your brokerage
    • Recruiting: Appointment - Upcoming Appointment (in-person appointment)
  • Recruiting: Appointment - Upcoming Appointment (Zoom meeting)
  • Recruiting: Appointment - Completed Appointment - Did Not Sign Up
👋 Retention Reminder: Upcoming Appointment Reminder
Appointment Logged x  
  • Send an email and text thanking them for their time with a video to watch about your brokerage

Recruiting: Appointment - Completed Appointment - Did Not Sign Up
Birthday x x
  • Send an email and text congratulating your team member or potential recruits on their birthday

🎁 Retention Reminder: Happy Birthday!
Contact Created x x
  • Trigger a message with more information to new candidates when you add them manually or via import.
  
Joined On   x
  • Trigger an onboarding campaign for new team members
    • Retention: Onboarding (new agents)
  • Retention: New Agents (new team members)
Last Activity x x
  • Recruiting: Trigger campaigns after your last activity (e.g., logging notes, sending emails/texts) to keep them warm
  • Retention: Trigger a campaign a month after your last activity to keep the team member engaged
  
Last Team Member Sign In   x
  • Trigger a message to say thanks in advance for referrals for agents who log in.
  • Send a reminder to team members a month after their last login to be sure to send over referrals
  
License Expiration x x
  • Retention: Send reminders to your agents to renew their license
  • Recruiting: Send an agent who is unproductive a message before their renewal asking if they could do better at a new brokerage

⏰ Retention Reminder: License Expiration (30 days)
Task Due Date x x
  • Set a call task with your recruits and automatically trigger an email and text campaign on them before or after