Email Marketing
How to create an email campaign
1. One the dashboard, Click the "Create Email" button.
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2. On Brokerloop, you can create 3 different types of email campaigns. "Listing" campaigns are for a single listing. Multi-listing, allows you to create a campaign that hold more than one listing. Custom allows you to create campaigns that are not listing focused, like a newsletter.
For this example, we will create a "Listing" campaign.
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3. Select your listing. If you don't see your listing, you can proceed to clicking the "Create New" button.
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​4. Once you click the create button, you will be in the editor. Use the editor to adjust your campaign, then save your changes.
How to schedule an existing email campaign?
1. Navigate to your Email Portfolio.
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2. Click on the thumbnail to select the campaign you would like to send. A preview of the campaign will open.
3. Click the "Schedule" button to navigate to the Schedule screen.
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4. On the Schedule screen, give your campaign a email "Subject Line". Select the date and time you would like to send. Select your list. Then click the "Schedule" button to schedule to send.
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How to share a campaign to social networks
You can send your campaign to Twitter, Linkedin and Facebook on-demand. To do this is simple.
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1. Click on a campaign to open, then click the "Share" button. Then select which social network you would like to share to.
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2. A share window will open. Log into your account to send to your social network. Enter any additional message you would like, then post your message.
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3. You can also share to your social network accounts from the schedule screen. Click the icon of the social network you would like to share to.
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​4. A share window will open. Log into your account to send to your social network. Enter any additional message you would like, then post your message.
How do I view my scheduled campaigns?
1. Navigate to your email campaigns.
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2. On the scheduled panel, you can click the Scheduled tab view what's going out. Clicking the Sent tab will show you recently sent campaigns.
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​3. Clicking a campaign you have Scheduled will bring you to the Send screen. Here you can change the date, time and recipients of your scheduled campaign. Note: You will need to Cancel the scheduled campaign first to make changes.
How to share a campaign to social networks
You can send your campaign to Twitter, Linkedin and Facebook on-demand. To do this is simple.
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1. Click on a campaign to open, then click the "Share" button. Then select which social network you would like to share to.
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2. A share window will open. Log into your account to send to your social network. Enter any additional message you would like, then post your message.
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3. You can also share to your social network accounts from the schedule screen. Click the icon of the social network you would like to share to.
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4. A share window will open. Log into your account to send to your social network. Enter any additional message you would like, then post your message.
How to view campaign stats
Once you have sent a campaign, here is how to view the stats.
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1. Click "Email" to navigate to your Email Portfolio.
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2. Select the campaign you would like to view stats for.
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3. Click the "Stats" button.
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4. On the stats screen you see stats from each individual channel you have sent your campaign to.
5. Clicking the Sent Log, you can see stats by date, if you have sent your campaign more than once.
How to add a subject line to a campaign?
1. Navigate to your portfolio and select the campaign you would like to send.
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2. Click "Send" to navigate to the send screen.
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3. On the "Send" screen, click on "Subject" and enter your subject text.
How to cancel a scheduled campaign.
1. Click the "Clock" icon located at the upper right side of the screen.
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2. Click "Scheduled".
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3. Now select the campaign you would like to cancel. This will navigate you to the schedule screen.
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4. On the schedule screen, click "Cancel" button. This will remove your campaign from your scheduled queue, allowing you to update the schedule date and time.
How to send yourself a preview
Sending previews is a good way to test your content before you publish it.
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1. Navigate to your portfolio and select the campaign you would like to send.
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2. Once your campaign opens, click the preview button to send yourself a preview. You can also change your email to send a preview to someone else.
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3. Also you anywhere you see the "Preview" button, it will open a preview of a given campaign.
You can download your stats once you send an email campaign.
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1. Navigate to the stats screen of the campaign you would like to see the stats of.
View this article to see how to get to the stats screen:
https://brokerloop.elevio.help/en/articles/31598
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2. On the stats screen, click the "View" button of which stat category your would like to download.
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3. You can filter by a specific domain or email.
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4. Click the "Export All Stats" button to download a ".csv" file.
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How to export stats
Email Marketing
How do I edit an existing campaign?
1. Navigate to your Portfolio.
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2. Click the thumbnail image of the campaign you would like to edit. It will open a preview of the campaign. Then click the "Edit" button, that will bring you to edit mode.
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3. Once you are in edit mode, just click on the region of the flyer you would like to edit. You will notice the options on the panel on the right side of the page, depending what you click on your flyer.
How do I add photos to my campaign?
How do I edit an existing campaign?
1. Navigate to your Portfolio.
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2. Click the thumbnail image of the campaign you would like to edit. It will open a preview of the campaign. Then click the "Edit" button, that will bring you to edit mode.
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3. Once you are in edit mode, just click on the region of the flyer you would like to edit. You will notice the options on the panel on the right side of the page, depending what you click on your flyer.
1. When you are editing your campaign, click on the place-holder / image you would like to replace.
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2. Click on the "Upload Image" icon on the side panel to browse your system for the image you would like to upload. Or click "Image Gallery" to select an image previously uploaded.
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3. If you have the "URL" of the image, you can use that instead of uploading from your syste. Click the "Change Image" icon and paste in the "URL" of your image in the window.
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4. See it in action:
How do I change a link on a template?
Most templates have link place holders already built in. Such as a link to a floor plan. Here is how to add a link.
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1. Navigate to your portfolio, click on the thumbnail to select the campaign you would like to edit. Then click "Edit"
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2. When you are in edit mode, click on the link place holder that you would like to edit. Example: the "floor plan" button. That will activate the toolbar.
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3. Click the "link" icon, from the orange toolbar to add your URL.
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4. Paste in your URL.
How to add links to text
1. Click and highlight the text you would like to add the link to.
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2. Click the "Text Link" block from the panel on right.
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3. When the widow opens, add your URL and click done.
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4. While you are in edit mode, all links are disabled. Once you save your campaign, click preview, click on your link to test.
How to add email links
If you would like to add an email link, you will need to add "mailto:" before you add the email address. Here is how.
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1. Click and highlight the text you would like to add the link to.
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2. Click the "Text Link" block from the panel on right.
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3. When the widow opens, add "mailto:" followed by the email address you would like the emails to be sent to.
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​4. While you are in edit mode, all links are disabled. Once you save your campaign, click preview, click on your link to test.
How to add links to an image
There are 2 ways to add links to images. You can add a link to the entire image or you can link to a certain area on image.
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1. To link the entire image, click the image you would like to add a link, to activate the toolbar. You will see an orange toolbar.
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2. Click the "link" icon on the toolbar.
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3. A window will open, so you can paste in the URL where you want to link to. Once you paste in your URL, click done.
Here are the steps to add a link of a certain part of the image:
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1. Click on the image to activate the toolbar.
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2. Click the "target" icon. Your mouse will turn into a "Crosshair".
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3. Drag your mouse over the area you would like to add a hotspot to.
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4. You will see an orange shaded box over that area, click the orange box to open the window to add your URL.
How do I resize images?
On certain templates you are able to resize images to bring them into proportion.
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1. Click on the image.
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2. If image resizing is available for the template you will see an orange "Resize" handle. Which will allow you to drag it up and down to resize your image.
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3. You can also click the "Reset Height Icon" next to the "Drag Arrows", to automatically bring your image in to proportion.
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See it in action:
How to change text color
1. When you are in making edits to your campaign. Highlight the text you would like to change the color.
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2. Select "Color" from the tools panel on the right side of the screen.
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3. Select your Color, then click the "Check" to confirm your selection.
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4. Here it is in action.
Why does my pasted text look weird?
If you are copying & pasting text from a web page or a document, it will copy the styles which won't match the styles on your template. Also it could cause formatting issues. To correct this is easy.
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1. Click the text area.
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2. Click "Clear Formatting" from the tools panel on the right side of the screen.
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3. This will remove the pasted styles and revert to the text styles on the template.
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​4. Here it is in action.
Manually add another agents contact info to campaign
If you need to add an 2nd agents contact info to your campaign
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1. Click the white space above your name to active the tool bar.
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2. Once the tool bar is activated, click the "+" button to duplicate your contact info. Now that your contact info is duplicated, you can make edits by clicking on info you would like to change.
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3. Here is in action.
How to create a Multi-Listing campaign
Using a Multi-Listing template, you can create a campaign that has more than one listing on it. Here is how.
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1. From your dashboard, click "Create".
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2. Select "Multi-Listing" and give your campaign a name.
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3. Select your listing from the "Listings" panel, to insert it on the template.
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4. You have the option to "Replace" the listing in-place or "Append" to add the listing after another listing.
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Here it is in action:
Set image ratio
You can set the image ratio to bring images into proportion. This is useful for portrait images.
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1. Click on the image you would like resize.
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2. Click on the " Double Arrow" icon.
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3. Your image will now be resized and in the correct ratio.
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See it in action:
How to rename a campaign
Contacts
1. Navigate to the portfolio of the campaign.
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2. Click on the text of the campaign you would like to rename.
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3. Enter the new name for your campaign. Then click the update button.
How do I create a list?
You can create as many Lists as you like. Also a contact be on more than one list.
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1. Navigate to the contacts screen.
2. Click on "Lists".
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3. Click on the "Create List" button.
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4. Give your list a name. Then click the create button.
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4. You can now import contacts in to that list.
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See it in action:
How do I import contacts from a file?
You can use 2 file types to import contacts.
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comma separated values text files (.csv)
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tab delimited text files (.txt)
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Here is how:
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1. Navigate to the Contacts screen by clicking "Contacts" on the navigation bar on the left
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2. Click the "Import" button.
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3. Select which list you would like to import contacts into.
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4. Click "Choose File" to browse your computer for your CSV or TXT file.
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5. Once you have your file selected, "Map" the columns.
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Example, if the first column from your file is contains first names, select "First Name" from the drop down.
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6. If you only want to add email address's to your list, you can copy & paste into the space provided.
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See it in action:
If a Contact is included on multiple lists, will they get duplicate emails?
Brokerloop will recognize if your Contacts are on several lists and only sends to your Contact once while sending your email campaign.
How to edit a contact.
1. Search for your contact using the search panel, then click on the contact.
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2. Fill out the fields to edit the contacts details.
How to delete a list
1. Navigate to the Contacts screen.
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2. Click on the Lists tab, to see all your lists.
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3. Click the "X" to delete the list you would like to remove.
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4. If you had any contacts on the list that was removed, they will be moved to your "Uncategorized Contacts.
How to delete contacts
1. Navigate to your contacts.
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2. Click on the contact you would like to delete.
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3. Click the "Delete" button.
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4. If you would like to delete multiple contacts, just use the check boxes to select.
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5. To select all contacts across multiple pages, click "Contact", then click the "Select All" button.
How to move Contacts from one list to another
1. Click on the contact or contacts you would like to move by using the "Checkbox" next to the contact name.
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2. Click “Manage” button.
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3. Select the list you would like to add your Contacts to, then click the check button, then click “Process” button. Now your selected contacts will be added to the list you just selected.
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4. If you would like to remove a contact from a list. Repeat steps 1 & 2, then select the list from the "Remove from" drop down.
How can I export contacts from a list?
Can I unsubscribe someone manually?
1. Use the search panel to search for your list.
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2. Click the "Checkbox" next to "Contact"
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3. Use the "Select All" button to select all contacts in the lists.
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4. Click the "Export" button to download your contacts.
To manually stop sending a specific contact emails and keep them in your contacts:
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1. Click on the contact you would like to update.
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2. Toggle "Email Subscribed" to "No" to turn off sending emails.