Create an Action Plan or Marketing Campaign

Create an Action Plan

The first step in creating an real estate action plan or real estate drip marketing campaign is to create the base Action Plan. The Action Plan is used to group together the Action Plan Templates. To create a campaign select 'New ActionPlan' under the ActionPlans submenu in the Eurekaware menu.

This will create a new blank campaign. Enter a subject and notes that describe the campaign. It is a good idea to describe the action plan in the notes and potentially list the action plan templates included in the action plan.

Usually you will want to begin adding ActionPlanTemplates at this point. Click the 'Add ActionPlan Templates...' for each template you wish to add. If you do add templates here, be sure to return to this form and save the campaign by clicking save and close.

Create Action Plan Templates

An ActionPlan Template is an activity within the Action Plan. It can be used to outline email message, telephone scripts, letters, plans for personal visits or other touchpoint actions.

Subject

The title of the ActionPlanTemplate. If you select Email action the 'Subject will become the subject of the email

Notes

The main body of the campaign template. If you select Email action the Notes will become the body of the message.

Action Plan

Select the parent campaign. This will default to the ActionPlan from which this template was originally created. You change this field to move templates from ActionPlan to ActionPlan.

Action

Specifies the action (e.g. Email, Phone, ToDo, Letter, Appointment, etc...) that will be generated. You can update this field by editing the Dropdown configuration file.

Auto Email

Available only on Email Actions. If you select the Auto Email checkbox for Email Actions an email message will be generated automatically on the due date. The email message can also be created manually from the Action Plan Task.

Auto Appointment (new in verson 3.1)

Available only on Appointmnet or Visit Actions. If you select the Auto Appointment checkbox an appontment will automatically be generated when the ActionPlan is assigned ot a Contact. The date of the appointment will be based on the date rules specified below. The appointment can also be created manually from the Action Plan Task.

Priority

Priority specifies the Priority of the Task or Email Generated.

Auto Assign to Contact (new in verson 3.1)

Check this box to have the task automatically assigned to the Contact. This will automatically send an email to the Contact alerting them of the task. If the contact also has Outlook they can update the status of the task. Any status changes iwll be updated on the ActionP:lan task.

Date Type

Specify the how the Due Date will be determined for all generated Campaign Tasks.

Days Out: Due Date will be a set number of days after the Special Date(see below) as specified by the Days Out field. Use the Days Out field to determine how many days later this task will occur. For instance in a monthly touch point program each ActionPlan Template should be approximately 30 days from the last. So the first Template would have 30 days out, the second would have 60 the third would have 90 and so on.
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Last Modified: 9/5/2008 10:57:00 PM

User Manual

Create an Action Plan or Marketing Campaign