Create and Manage Campaigns

Each lead you add becomes a recurring monthly email campaign.

Newsletter Types

Address Newsletter

Use this when you have the lead’s property address.

Usually includes:

  • Their home value section
  • Local market trends
  • Nearby listings and recent sales

No-Address Newsletter

Use this when you do not have a property address, but do have a ZIP code.

This version skips the home-value section and focuses on local market content.

Required Contact Fields

For every lead:

  • first_name
  • last_name
  • email

Then add one:

  • formatted_address (address newsletter)
  • zip_code (no-address newsletter)

Monthly Send Day

Choose the day each monthly email should go out.

  • Select a day from 1-28.
  • This keeps sends consistent month to month.
  • Sends only go out Tuesday-Thursday, 11:00 AM-6:00 PM ET.
  • The first email can follow separate first-send timing rules.

Editing Campaigns

You can edit lead details later, including monthly send day.

Good to know:

  • Changing send day updates future sends.
  • Edits should not trigger instant sends.
  • Disabled campaigns stay paused until re-enabled.
  • Campaigns in a building/in-progress state cannot be deleted.

Statuses You Might See

Common statuses:

  • Waiting for data
  • Waiting for home analysis
  • Ready to create email
  • Ready to send
  • Unsubscribed
  • Error

If something looks stuck, refresh the page first, then use the troubleshooting guide.