Run email and SMS campaigns

Nurture leads and past clients automatically with targeted emails and texts, triggered from Effi labels.

Who this is for: Brokers, Enterprise admins

Email journeys with ActiveCampaign

Connect ActiveCampaign

1. Email [email protected] with the subject Migrate ActiveCampaign Account of [your business name] and include your ActiveCampaign URL (for example yourbusiness.activehosted.com).

2. Approve the request from ActiveCampaign for Effi to manage your account under our corporate account.

3. We'll connect it within 3–4 business days. You can keep using ActiveCampaign in the meantime.

Your account is then billed through Effi if you go over the free 500 contacts.

Start and stop journeys with labels

1. Decide which Effi labels will act as triggers. Giving trigger labels their own colour helps.

2. In ActiveCampaign, build the automation for each journey, triggered by the matching tag.

3. For multi-step journeys, add a check that the tag is still there before each message, so clients drop out when they should (for example, when they've found a property).

   

4. Add a lead score to each action, so you can see who's most engaged.

5. In Effi, add the label to a lead to start the journey. Remove it to stop.

Popular journeys: post-settlement home loan reviews, pre-approval house hunting, and education series for new leads.

Book appointments with the SMS bot

1. Click the Bot icon on the left.

2. Create a campaign from a preset template or your own.

3. Review the opening message. Keep the placeholders so the bot uses the client's name and your details.

4. Upload your contact list using the CSV template.

5. Run the campaign. The bot chats with clients and books times based on your calendar availability.

Email automation isn't included in Effi Lite.

Need a hand?

Email [email protected] and our team will get back to you.