What this does
A campaign can happen once or on a schedule. Each date has its own tasks, people and results.
Templates give a campaign its schedule, tasks, goals and people list. Every template belongs to your workspace. You can edit, copy, rename, label and delete each one, and make your own. Every workspace starts with Product or service launch, Event campaign and Content campaign. A real estate workspace also starts with Open house, Client event and Pop-by.
An open house is a template like the others. Any template can turn on these options:
- Uses a listing: New campaign asks for the listing. It is the template's Listing link (see Links to listings, deals and contacts).
- Visitor sign-in: visitors sign in on a phone. Each visitor joins the people list, so the template needs the people list.
- Counts as an open house in Goals: a date that is marked done counts once as an open house of the host.
- Suggest this for open houses on our listings: when an open house of your listing is on the MLS, Berchtold suggests a campaign from this template. Only one template can have it.
The Open house template starts with all four on.
Who sees a campaign's tasks
A campaign's tasks show only to the people they belong to. These are the campaign's owner and host, each date's owner and host, and the person a task is assigned to. The person who made a task and its watchers see it too. Admins see every task. Other team members do not see them in Tasks, on Home or on the campaign. When you change a campaign's owner or a date's host, the tasks follow.
Start a campaign from a template
Go to Campaigns, then select New campaign.
Select Use template on the template you want. Or select Start blank to write your own brief. To change a template or add one first, select Edit or add templates.
If the template uses a listing, choose it. Our listings shows your team's newest active MLS listings. Search to find another. Or search CRM property for a property in the CRM. The phone app has the same choice. If the template has other links, such as a venue, choose each one too.
Choose how often it repeats: once, every week, month, quarter or year. For example, every year on the third Saturday of July.
Choose the host and the listing agent, if the template asks for them. For a pop-by or an event, choose the segment that starts the list.
Select Create campaign. Berchtold sets up each date some days before it. The template says how many days. The default is 30.
Dates
The Dates tab shows the campaign's dates side by side. A date that is set up has its tasks, and each task has a person. Their due dates count from the campaign date. Each of these tasks links to its campaign and its date.
- Set up now sets up a date early.
- Move changes one date. The other dates stay as they are.
- Skip leaves out one date. Its open tasks are canceled.
- Change host gives a date that is set up to another person. The host's open tasks and the open house go to them, and they get a notice. The work still counts for the campaign's owner. See Work you assign. For an open house with a listing, tick the box, for example Make Cassi Herbison their own open house graphics, to give the host graphics with their own name, photo and phone. See When someone else hosts the open house.
- Mark done closes a date. Guests who did not answer get No answer.
Guests and answers
Select View details on a date to see its people. Each guest has an answer: Invited, Going, Not going or No answer. A guest who is going can bring extra guests.
To invite guests, select Invite by email. This makes a draft in Email. Each email has Going and Not going buttons. Choose the lists in Email. Only guests on those lists get it.
Visitor sign-in and check-in
When the template has visitor sign-in, open Campaigns on the phone app. Open the date, then select Sign in a visitor. Give the phone to the visitor.
Email is required. A new visitor becomes a lead of the host. The visitor can agree to get emails. Only then do they join the sign-up list.
For a party, select Check in next to each guest who comes. You can do the same on the web.
Pop-bys
Each pop-by date gives each agent one task for their clients on the list. A client goes to the agent of that contact.
When a client gets their gift, open the date and turn on Delivered next to their name. To mark many at once, select them and choose Bulk actions > Mark delivered. On the phone app, select Delivered next to the client. The person who marks a delivery gets the credit.
The agent's task is done when all of their clients are delivered. If the agent marks the task done first, all of their clients that are left are marked delivered.
Open houses from the MLS
When your own listing has an open house on the MLS, you get a question in Approvals. It asks if you want to set up its campaign. The campaign uses the template that has Suggest this for open houses on our listings. Select Set up campaign or Not this one.
To use another template for these suggestions, edit that template and turn the option on. Berchtold turns it off on the template that had it before. If no template has it on, there are no suggestions.
The suggestions also show at the top of Campaigns, on the web and on the phone. Is the open house in the next 14 days, with no campaign? Then your Today list asks you to set it up. See Plan your day with Today.
On Today
A campaign can start in the next 7 days with its setup not done. Then its owner and its host see it on Today. The action says what is left:
- work that waits for approval;
- a date that is not set up;
- an empty list that the template needs;
- tasks due before the start.
Select Open the campaign to open that date.
Links to listings, deals and contacts
A campaign can link to a listing, a deal, a contact, a company or another campaign. Linked, at the top of the campaign's Overview, lists them. Select one to open it.
- Add link links one more. Choose what it is, give it a name if you want (for example Lender partner), then search for it.
- A template can ask for links. Each one has a name, what it links to (such as a listing or a contact), and whether it is required. New campaign asks for each one. You can change a required link on the campaign, but not remove it.
- A campaign's tasks show the campaign's links too. Order signs opens the listing, and the deal, without adding them to the task.
- A contact, deal or company that a campaign links to shows Campaigns on its page, with the name of its link.
In Claude or another AI assistant connected to Berchtold, you can ask what a campaign links to. You can add or change its links. You can also ask which campaigns link to a contact.
Campaigns on a property
A campaign whose listing is a CRM property shows on that property.
- Campaigns on the property's page lists them, upcoming first. Each one shows its next date, or its last date, and one line about it. For example: Sign-in sheet ready · 2 of 4 tasks done, Waiting for approval, or Done · 9 visitors signed in · 3 new contacts. Select a campaign to open that date, or the campaign when the date is not set up.
- New open house starts a campaign with this property as its listing. It uses the template that is suggested for open houses on your listings. With none, it uses the first template that counts as an open house and uses a listing. It shows only when you may create campaigns and such a template exists.
- Listings → Properties has a Next open house column: the date and time of each property's next open house. An active listing with none says None planned.
You see the same campaigns as in your Campaigns list. In Claude or another AI assistant, ask for a property's campaigns or its next open house.
On the contact timeline
Answers, sign-ins, check-ins and delivered pop-bys show on the contact's timeline. Use the Campaigns filter to see only these.
Automations can start when a guest says they are going, or when a guest comes.
Goals
A template can have goals. Each goal is a target for each date:
- Visitors who signed in on that date.
- Appointments booked by people on the list.
- Guests who came: checked in, or signed in.
- Pop-bys delivered: clients marked delivered on the date's list.
- Referrals: deals where a person on the list is the Referrer.
The page of each date shows its goals against their targets. The Dates tab shows the goals over all dates. The same work also counts in Goals for each person and team.
Results
The results of a date are the people it brought in and what people on its list did after it:
- New contacts: a visitor who signed in, or a person who filled a form after a campaign email.
- Appointments booked, Deals started and Referrals, within a number of days after the date. The default is 30 days. Change it in the template.
A result counts for one campaign only, on the latest campaign date before it. The Dates tab shows the results of each date, for example 3 referrals · 2 deals. When the days are over, the owner and the host get a notice with the final results.
The Leads report shows leads by campaign. A link's own campaign name still shows when it has no campaign in Berchtold.
This quarter
This quarter at the top of Campaigns shows how your campaigns are doing in the current calendar quarter. It counts the same way as each campaign's Dates tab, so its numbers are the sum of theirs.
- Coming up: the campaign dates in the next 30 days, under Today, This week and Later. Select a date to open it. A date that is not set up yet opens its campaign.
- Goals: each goal your campaigns use, such as Pop-bys delivered: 31 of 42. It adds up the dates set up this quarter. The target is the target for each date times the number of those dates.
- Results: new contacts, appointments booked, deals started and referrals that count for this quarter's dates. By campaign shows which campaign each came from. Select a campaign to see each date and the people behind its results.
A row shows only when a campaign needs attention. It may wait for approval, be stuck, have work that failed, or be past its due date. Select Show them to filter the list to those campaigns. When approvals wait, select Open Approvals.
You see the same campaigns as in your Campaigns list. If your role does not let you see everyone's content, you see only your own. With no campaigns yet, the page shows one message. Select Start from a template, or Start blank to write your own brief.
In Claude or another AI assistant, ask how your campaigns are doing this quarter. It gets the same numbers.
Delete a campaign
Deleting a campaign removes its open work. Its history stays.
Go to Campaigns and open the campaign.
Select the ⋯ button above the tabs, next to Edit brief. Then select Delete campaign. Only the campaign's owner or a workspace admin sees it.
The window counts what goes and what stays. Select Delete campaign to delete it, or Keep campaign. You can't undo it.
What goes:
- The campaign and its schedule.
- Dates that are not done, with their guest lists and answers.
- Planned open houses in the host's activities.
- Open tasks. They leave every list, as a deleted task does.
- Email drafts that were not sent.
What stays:
- Done tasks, and done dates with their sign-ins and results.
- Sent emails and their reports.
- Saved designs and their files.
- Contacts and Goals. No number in Goals changes.
A task, an email or a goal that names the campaign then shows Campaign deleted, with no link.
If an email for the campaign is scheduled or sending, you can't delete the campaign yet. Cancel the email in Email, or wait until it is sent.
In the phone app, open the campaign and select Delete campaign. In Claude or another AI assistant, ask to delete a campaign. It shows what goes and what stays first, then asks you to confirm.
Edit templates
Go to Campaigns, then Campaign templates. Each card shows the template's label, schedule, options, number of tasks and goals.
- New template makes a template from nothing. Give it a name, then add what it needs.
- Edit opens the template. You can change its name, description and label, its schedule, the host and listing agent roles, the people list (answers to invitations, check-in, visitor sign-in, a pop-by task for each agent), its links, the listing and open house options, its goals for each date, how many days a date counts results, and its tasks.
- Tasks come in groups. Each date gets these tasks. Add, change, remove and move each task up or down. Each task has a due day counted from the date (a minus sign means days before it) and the person it goes to.
- A task's Work is what Berchtold does on it: Make designs, Prepare an email or Seller update. See The open house email.
- In the ⋯ menu, Copy makes a new template from it, Change label gives it a label, and Delete removes it. A deleted template is gone.
Labels
Labels are the categories on the cards, for example Listings or Events. Type a new label to make one. Rename a label changes it on every template that has it. Use the label list to show the templates with one label.
A campaign keeps its own copy of the template. A later edit to the template, or deleting it, does not change campaigns made before.