Perhaps you only need to create a campaign for an individual lead as opposed to using the import option. To get started, go to the Campaigns section and click on the Create option.
The Create Campaign box will appear. Use the Option drop-down menu to indicate if you intend to search for an existing lead or to create a new lead as you go through the campaign creation process.
If you select the Search Lead option, use the next field to search for the existing lead who will receive the campaign emails.
***If you select the Create Lead option, use the next field to type in your name as the owner of the lead,and choose your name from the suggestions that will appear below. This is very important, as if an owner is not chose, the lead will not appear in your lead bucket after they are entered.
Once you choose the owner, then enter the lead information (email, name, and phone).
Once you have designated an existing lead or entered information for a new lead, you will use the Campaign drop-down menu to choose if you would like your lead to receive a Home Value Alert (an emailed report on the value of a specific property) or Market Area Alert (an emailed report stating the market conditions for a zip code or city).
The Frequency menu lets you select how often your lead should receive the report.
Your next step will be to type the desired location in the Location field. If you are setting up a Home Value Alert, you will enter a specific address. If you are setting up a Market Area Alert, you will enter a zip code or city. You will see options appear as you type. Select the appropriate option.
The location you select will appear in the Final Address field. Click the Submit button to save your campaign.
