Marketing Campaigns

About

Campaigns is bulk, personalized outreach for real-estate investors. You bring in your contacts, register the messaging you’ll send, compose a text drip sequence, and launch it under a verified business identity — then track every send and reply from one place.

The whole feature lives under one Campaigns nav item with a tabbed shell. Each tab is a stop on the journey from “who do I want to reach” to “how is it performing”:

• Overview — every campaign across every identity, filterable by channel.
• Inbox — replies from every campaign, in one thread view.
• Registrations — your business brands and the messaging carriers have approved.
• Analytics — cross-campaign performance over a time window.

Bulk texting is live today

Text is the available channel today. Bulk dialing, email, and physical mail share the same campaign model and are on the roadmap — you’ll see them in the channel picker marked Coming soon.

The building blocks

Five ideas do most of the work. You’ll meet each one as you build a campaign:

• Identity & brand — every message goes out under a registered business identity (your LLC). Its carrier registration and identity score set the deliverability ceiling for everything it sends.
• Purpose — a registered use case plus the exact first two messages that go out on your behalf. Carriers vet these, and every campaign attaches to exactly one purpose.
• Contacts — the people a campaign texts. You enroll them by uploading a CSV to the campaign, in the Editor. Each campaign owns its own contact set.
• Sequence — the drip of message “touches” the campaign sends — the first immediately, follow-ups only if the contact hasn’t replied.
• AI auto-reply — an assistant that answers inbound replies in your voice, then hands off the hot ones to you and drops the bad-fit ones.

Creating a campaign

Clicking New campaign opens a short, full-page builder. Its only job is to establish what channel, under what registered purpose. It always creates the campaign as a Draft — nothing is ever sent from the builder. You add your contacts and write the actual messages afterward, in the Editor.

1. Choose a channel and name it

   Give the campaign a name (for example, Absentee owners — Q2 push) and pick Bulk texting. All channels share one campaign model — the same contacts, sequence, sending identity, and analytics — so what you learn here carries across every channel as they come online.

2. Pick a campaign purpose

   Every campaign sends under a registered purpose: its use case plus the first two messages that carriers vet and then send, word-for-word, on your behalf. You either reuse an existing purpose (send right away — its opening messages are fixed) or create a new one (write fresh openers; carriers review before you can launch).

   The four use cases are Lead follow-up, Appointment reminders, Account notifications, and Mixed marketing.

3. Create the campaign — you land in the Editor

   Create campaign saves the draft and drops you onto its Editor tab. That’s where you enroll contacts (by uploading a CSV), build the message sequence, and set up the AI auto-reply before launching.

New purposes take time and money

Registering a new purpose costs $40, paid to the carriers, and takes 3–5 business days to review. Once approved, Message 1 and Message 2 are locked and sent word-for-word — anything sent under a different purpose is blocked by the carriers. Plan openers you’ll be happy to reuse, and register early. A campaign on an unapproved purpose stays a draft — it does not send on its own; once the purpose is approved, come back and press Launch yourself.

Why register at all?

US carriers require every business texting at scale to register its brand and the messages it sends (A2P 10DLC). Registration is what earns you high delivery rates and protects your numbers. Campaigns builds this requirement into the flow, so you’re compliant by construction — not by remembering to be.

Where to next

• Building your campaign — the Editor: your contacts, the message sequence, and the AI auto-reply. This is where a draft becomes a real campaign.
• Analytics — read delivery, reply, and intent performance across campaigns.
• The Live Console — watch a send happen in real time.