How to Start or Stop a Smart Campaign in BoldTrail (formally known as kvCORE)
Smart Campaigns in BoldTrail are powerful automations designed to streamline your workflow by automatically sending texts, emails, and creating tasks, allowing you more time to focus on important activities like making calls and showing homes. Follow these simple steps to start or stop a Smart Campaign for your clients.
Starting a Smart Campaign:
Log into BoldTrail
Begin by logging into your BoldTrail account by going to https://crm.daltonwade.comNavigate to Contacts
On the left-hand side of your dashboard, select "Contacts."Search for Your Client
Use the search bar to find the client you want to start a Smart Campaign for. (Note: BoldTrail will automatically initiate Smart Campaigns for new leads.)Access Client Profile
Click on the name of the client to access their profile.Find "Active Campaigns"
Scroll down on the right-hand side until you find the "Active Campaigns" section.Add a Campaign
Click the "+Add" button, then select the campaign you would like to activate from the dropdown menu.Confirm Activation
Press the green "Add" button to start the campaign. The campaign is now live for the client.
Stopping a Smart Campaign:
Log into BoldTrail
Begin by logging into your BoldTrail account by going to https://crm.daltonwade.comGo to Smart CRM
Navigate to "Smart CRM" on the left-hand side of your dashboard.Find Your Client
Search for the client whose Smart Campaign you want to stop.Open Client Profile
Click on the client's name.Locate Active Campaigns
Scroll down to the "Active Campaigns" section on the right-hand side.Manage the Campaign
Click on the pencil icon next to the active campaign you wish to modify.Pause, Restart, or Remove
From here, you can choose to pause, restart, or remove the campaign from the client.
By following these steps, you can easily manage Smart Campaigns in BoldTrail to ensure your automations are running smoothly or being paused when necessary.
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